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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

169 hedge funds and large institutions have $858M invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-34
Holders Change %
-16.75%
% of All Funds
3.73%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.13%
New
17
Increased
65
Reduced
67
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$39M
2
Stifel Financial
Stifel Financial
Missouri
+$36.7M
3
KA
Klingman & Associates
New York
+$10.5M
4
CIM
Confluence Investment Management
Missouri
+$9.9M
5
NP
NorthRock Partners
Minnesota
+$7.48M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
-$16.7M
2
KF
Krilogy Financial
Missouri
-$14M
3
V
Veritable
Delaware
-$5.24M
4
CC
Cassaday & Co
Virginia
-$4.87M
5
FSG
Financial Strategies Group
Michigan
-$4.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
26
Visionary Wealth Advisors
Illinois
$3.92M +$3.92M +111,201 New
KWM
27
Kingsview Wealth Management
Oregon
$3.81M +$670K +18,995 +21%
Morgan Stanley
28
Morgan Stanley
New York
$3.71M -$3.37M -95,534 -48%
FIM
29
Freedom Investment Management
Connecticut
$3.57M -$55.9K -1,040 -2%
SEIA
30
Signature Estate & Investment Advisors
California
$3.31M +$130K +3,692 +4%
TCM
31
Tradewinds Capital Management
Washington
$3.23M +$568K +16,103 +21%
HA
32
Harborview Advisors
Maine
$3.11M -$59.4K -1,684 -2%
HF
33
HRT Financial
New York
$2.99M +$2.99M +84,795 New
ADL
34
Asset Dedication LLC
California
$2.84M -$9.47K -269 -0.3%
Wells Fargo
35
Wells Fargo
California
$2.82M +$472K +13,379 +20%
CA
36
Centerpoint Advisors
Massachusetts
$2.7M -$233K -6,599 -8%
Bank of America
37
Bank of America
North Carolina
$2.69M -$1.77M -50,243 -40%
AWM
38
Avior Wealth Management
Nebraska
$2.59M +$343K +9,726 +15%
DI
39
Diligent Investors
California
$2.44M +$135K +3,825 +6%
MWM
40
Merriman Wealth Management
Washington
$2.44M -$321K -9,097 -12%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.37M +$668K +18,950 +39%
CIC
42
Carnegie Investment Counsel
Ohio
$2.26M +$266K +7,533 +13%
FWM
43
Foresight Wealth Management
Utah
$2.15M -$439K -12,450 -17%
OFG
44
Omega Financial Group
California
$2.09M +$96.6K +2,740 +5%
IWP
45
IAG Wealth Partners
Wisconsin
$2.09M +$2.09M +59,239 New
V
46
Veritable
Delaware
$2.02M -$5.24M -148,656 -72%
KFP
47
KMG Fiduciary Partners
Ohio
$1.98M +$1.98M +56,065 New
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$1.87M +$724K +20,520 +63%
LWM
49
Laidlaw Wealth Management
New York
$1.79M +$814K +23,099 +83%
EH
50
Equitable Holdings
New York
$1.75M +$121K +3,429 +7%
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