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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

203 hedge funds and large institutions have $1.13B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+44
Holders Change %
+27.67%
% of All Funds
4.01%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.3%
New
57
Increased
82
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$24.5M
2
NP
NorthRock Partners
Minnesota
+$15.6M
3
TCM
Tradewinds Capital Management
Washington
+$4.13M
4
LFS
Lutz Financial Services
Nebraska
+$3.29M
5
CFA
Carroll Financial Associates
North Carolina
+$2.53M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$567M
2
WIA
World Investment Advisors
California
-$9.18M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$3.65M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.33M
5
CWA
Clarus Wealth Advisors
Arizona
-$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
AG
26
Advisor Group
Arizona
$5.16M +$713K +13,010 +16%
GIA
27
Gladstone Institutional Advisory
Florida
$5.11M +$50.6K +924 +1%
SEIA
28
Signature Estate & Investment Advisors
California
$4.94M -$8.44K -154 -0.2%
HA
29
Harborview Advisors
Maine
$4.93M -$78.8K -1,439 -2%
KWM
30
Kingsview Wealth Management
Oregon
$4.88M +$1.67M +30,452 +52%
JFA
31
JNBA Financial Advisors
Minnesota
$4.75M +$218K +3,981 +5%
SWA
32
Stratos Wealth Advisors
Ohio
$4.63M +$198K +3,610 +4%
FSG
33
Financial Strategies Group
Michigan
$4.59M +$4.59M +83,714 New
CA
34
Centerpoint Advisors
Massachusetts
$4.55M – – –
ADL
35
Asset Dedication LLC
California
$4.43M +$746K +13,611 +20%
MWM
36
Merriman Wealth Management
Washington
$4.28M -$13.7K -250 -0.3%
TCM
37
Tradewinds Capital Management
Washington
$4.13M +$4.13M +75,379 New
FWM
38
Foresight Wealth Management
Utah
$4.03M +$148K +2,706 +4%
PCIA
39
Prime Capital Investment Advisors
Kansas
$3.87M -$2.29M -41,813 -37%
FIM
40
Freedom Investment Management
Connecticut
$3.69M -$180K -3,292 -5%
Wells Fargo
41
Wells Fargo
California
$3.65M +$43.2K +788 +1%
DI
42
Diligent Investors
California
$3.59M +$315K +5,746 +10%
AWM
43
Avior Wealth Management
Nebraska
$3.49M +$168K +3,067 +5%
EFL
44
ERn Financial LLC
Wisconsin
$3.46M +$138K +2,524 +4%
VDFA
45
Vickerman & Driscoll Financial Advisors
Washington
$3.37M +$592K +10,801 +21%
MAM
46
Marotta Asset Management
Virginia
$3.33M +$3.33M +62,769 New
CIC
47
Carnegie Investment Counsel
Ohio
$3.1M -$2.52K -46 -0.1%
OFG
48
Omega Financial Group
California
$3.1M +$41.1K +751 +1%
UBS Group
49
UBS Group
Switzerland
$3.1M -$121K -2,204 -4%
CWA
50
Clarus Wealth Advisors
Arizona
$3.04M -$2.45M -45,106 -45%
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