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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

181 hedge funds and large institutions have $630M invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
3.66%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
21
Increased
61
Reduced
71
Closed
16
Calls
–
Puts
$306K
Net Calls
-$306K
Net Calls Change
-$306K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$19.6M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$8.43M
3
AA
Alesco Advisors
New York
+$5.84M
4
RWB
RMR Wealth Builders
New Jersey
+$5.83M
5
CIM
Confluence Investment Management
Missouri
+$5.01M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$8.31M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.87M
3
APP
Avantax Planning Partners
Iowa
-$3.94M
4
Jane Street
Jane Street
New York
-$3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
EFL
26
ERn Financial LLC
Wisconsin
$5.56M +$265K +6,110 +5%
JFA
27
JNBA Financial Advisors
Minnesota
$5.51M +$136K +3,142 +3%
MAM
28
Marotta Asset Management
Virginia
$5.4M -$651K -14,992 -11%
RG
29
Retirement Group
California
$5.05M -$6.25K -144 -0.1%
KWM
30
Kingsview Wealth Management
Oregon
$5M -$325K -7,484 -6%
FNT
31
First National Trust
Pennsylvania
$4.91M -$185K -4,254 -4%
WFPG
32
Waller Financial Planning Group
Ohio
$4.66M -$30.2K -695 -0.6%
Morgan Stanley
33
Morgan Stanley
New York
$4.51M -$103K -2,383 -2%
GIA
34
Gladstone Institutional Advisory
Florida
$3.74M -$124K -2,868 -3%
SEIA
35
Signature Estate & Investment Advisors
California
$3.58M -$46.4K -1,070 -1%
Wells Fargo
36
Wells Fargo
California
$3.36M -$2.52K -58 -0.1%
HA
37
Harborview Advisors
Maine
$3.34M -$42.1K -971 -1%
SFG
38
Sage Financial Group
Pennsylvania
$3.29M +$428K +9,874 +15%
Goldman Sachs
39
Goldman Sachs
New York
$3.27M +$1.48M +34,045 +82%
DI
40
Diligent Investors
California
$2.88M -$102K -2,350 -3%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$2.88M -$263K -6,073 -8%
IWP
42
IAG Wealth Partners
Wisconsin
$2.85M +$15K +345 +0.5%
CCMG
43
Clark Capital Management Group
Pennsylvania
$2.8M +$117K +2,695 +4%
AWM
44
Avior Wealth Management
Nebraska
$2.6M +$102K +2,352 +4%
CWA
45
Clarus Wealth Advisors
Arizona
$2.56M -$131K -2,870 -5%
FIM
46
Freedom Investment Management
Connecticut
$2.51M -$68.8K -1,585 -3%
V
47
Veritable
Delaware
$2.46M – – –
EH
48
Equitable Holdings
New York
$2.42M +$285K +6,569 +13%
Commonwealth Equity Services
49
Commonwealth Equity Services
Massachusetts
$2.4M -$254K -5,862 -10%
WWM
50
Windsor Wealth Management
Indiana
$2.39M -$160K -3,439 -6%
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