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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

179 hedge funds and large institutions have $576M invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+10
Holders Change %
+5.92%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
31
Increased
59
Reduced
68
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFEC
Benjamin F. Edwards & Company
Missouri
+$19.5M
2
AA
Alesco Advisors
New York
+$19M
3
TF
TIAA FSB
Florida
+$15.6M
4
NP
NorthRock Partners
Minnesota
+$10.8M
5
MWM
Merriman Wealth Management
Washington
+$8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$442M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$4.58M
3
TCM
Tradewinds Capital Management
Washington
-$3.81M
4
HF
HRT Financial
New York
-$2.99M
5
CA
Centerpoint Advisors
Massachusetts
-$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFA
26
JNBA Financial Advisors
Minnesota
$5.28M +$51.6K +1,211 +1%
KWM
27
Kingsview Wealth Management
Oregon
$5.23M +$628K +14,722 +14%
EFL
28
ERn Financial LLC
Wisconsin
$5.21M -$235K -5,507 -4%
FNT
29
First National Trust
Pennsylvania
$5M -$1.71M -40,222 -26%
RG
30
Retirement Group
California
$4.97M +$4.97M +116,497 New
ADL
31
Asset Dedication LLC
California
$4.88M +$1.44M +33,748 +42%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$4.61M +$2.35M +55,125 +104%
WFPG
33
Waller Financial Planning Group
Ohio
$4.6M -$1.92M -45,018 -29%
Morgan Stanley
34
Morgan Stanley
New York
$4.53M +$50.8K +1,191 +1%
GIA
35
Gladstone Institutional Advisory
Florida
$3.79M -$1.59M -37,257 -30%
SEIA
36
Signature Estate & Investment Advisors
California
$3.56M -$440K -10,324 -11%
HA
37
Harborview Advisors
Maine
$3.32M -$441K -10,344 -12%
Wells Fargo
38
Wells Fargo
California
$3.31M -$105K -2,459 -3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$3.09M +$227K +5,319 +8%
Jane Street
40
Jane Street
New York
$3M +$1.86M +43,711 +164%
DI
41
Diligent Investors
California
$2.93M -$21.3K -500 -0.7%
SFG
42
Sage Financial Group
Pennsylvania
$2.81M +$954K +22,390 +51%
IWP
43
IAG Wealth Partners
Wisconsin
$2.78M +$254K +5,968 +10%
CIC
44
Carnegie Investment Counsel
Ohio
$2.73M -$8.02K -188 -0.3%
VWA
45
Visionary Wealth Advisors
Illinois
$2.68M -$2.06M -48,339 -43%
CCMG
46
Clark Capital Management Group
Pennsylvania
$2.64M +$2.64M +61,870 New
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$2.61M +$1.06M +24,835 +68%
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$2.6M -$4.58M -108,855 -64%
FIM
49
Freedom Investment Management
Connecticut
$2.53M -$298K -6,982 -11%
CWA
50
Clarus Wealth Advisors
Arizona
$2.48M +$2.48M +59,171 New
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