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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

159 hedge funds and large institutions have $1.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-4
Holders Change %
-2.45%
% of All Funds
3.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
16
Increased
67
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$7.5M
2
LFS
Lutz Financial Services
Nebraska
+$4.13M
3
SWA
Stratos Wealth Advisors
Ohio
+$3.36M
4
JWS
Juncture Wealth Strategies
Arizona
+$1.82M
5
CWA
Clarus Wealth Advisors
Arizona
+$1.47M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$12M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$8.43M
4
HIM
Hanlon Investment Management
New Jersey
-$8.4M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEIA
26
Signature Estate & Investment Advisors
California
$4.66M +$83.6K +1,627 +2%
HA
27
Harborview Advisors
Maine
$4.59M +$137K +2,672 +3%
LFS
28
Lutz Financial Services
Nebraska
$4.36M +$4.13M +80,329 +1,806%
CA
29
Centerpoint Advisors
Massachusetts
$4.35M -$8.79K -171 -0.2%
JFA
30
JNBA Financial Advisors
Minnesota
$4.06M +$523K +10,189 +15%
AG
31
Advisor Group
Arizona
$3.92M +$670K +13,049 +21%
FIM
32
Freedom Investment Management
Connecticut
$3.74M -$83.1K -1,618 -2%
FWM
33
Foresight Wealth Management
Utah
$3.63M +$117K +2,280 +3%
Wells Fargo
34
Wells Fargo
California
$3.57M -$15.1K -294 -0.4%
ADL
35
Asset Dedication LLC
California
$3.44M -$411K -7,995 -11%
RWA
36
Redhawk Wealth Advisors
Minnesota
$3.41M -$109K -2,124 -3%
LPL Financial
37
LPL Financial
California
$3.4M +$994K +19,343 +41%
Mariner
38
Mariner
Kansas
$3.3M -$62.3K -1,213 -2%
UBS Group
39
UBS Group
Switzerland
$3.08M -$1.27M -24,705 -29%
EFL
40
ERn Financial LLC
Wisconsin
$3.07M +$2.06K +40 +0.1%
DI
41
Diligent Investors
California
$3M +$906K +17,632 +43%
PFA
42
Pure Financial Advisors
California
$3M -$197K -3,837 -6%
CIC
43
Carnegie Investment Counsel
Ohio
$2.86M -$41K -799 -1%
OFG
44
Omega Financial Group
California
$2.75M +$216K +4,208 +9%
AWM
45
Avior Wealth Management
Nebraska
$2.6M +$514K +10,010 +25%
VDFA
46
Vickerman & Driscoll Financial Advisors
Washington
$2.56M +$152K +2,952 +6%
Axa
47
Axa
France
$2.37M – – –
RJFSA
48
Raymond James Financial Services Advisors
Florida
$2.24M +$254K +4,950 +13%
Ameriprise
49
Ameriprise
Minnesota
$2.03M -$2.41M -46,866 -54%
WWM
50
Windsor Wealth Management
Indiana
$1.99M +$30.4K +590 +2%
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