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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

208 hedge funds and large institutions have $1.35B invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+27
Holders Change %
+14.92%
% of All Funds
3.69%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.27%
New
46
Increased
72
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$258M
2
Osaic Holdings
Osaic Holdings
Arizona
+$136M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$80.2M
4
OPS
Orion Portfolio Solutions
Nebraska
+$31.3M
5
LPL Financial
LPL Financial
California
+$19.2M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$36M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$15.4M
3
CIM
Confluence Investment Management
Missouri
-$9.09M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$8.43M
5
RWB
RMR Wealth Builders
New Jersey
-$5.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
ADL
26
Asset Dedication LLC
California
$10.1M +$762K +13,741 +8%
RA
27
Rodgers & Associates
Pennsylvania
$9.28M +$9.28M +167,181 New
JFA
28
JNBA Financial Advisors
Minnesota
$9.13M +$2.09M +37,621 +30%
SAF
29
Smith Anglin Financial
Texas
$8.93M +$8.93M +160,915 New
CCP
30
Cardan Capital Partners
Colorado
$8.74M +$282K +5,086 +3%
RIM
31
Rockbridge Investment Management
New York
$8.66M +$338K +6,097 +4%
TAIM
32
TD Ameritrade Investment Management
Nebraska
$8.6M -$832K -14,997 -9%
EFL
33
ERn Financial LLC
Wisconsin
$7.64M +$526K +9,476 +7%
APP
34
Avantax Planning Partners
Iowa
$7.28M -$607K -10,938 -8%
TWP
35
Total Wealth Planning
Ohio
$7.13M -$685K -12,341 -9%
Morgan Stanley
36
Morgan Stanley
New York
$7.04M +$1.27M +22,965 +22%
RG
37
Retirement Group
California
$6.82M +$362K +6,514 +6%
KWM
38
Kingsview Wealth Management
Oregon
$6.24M -$154K -2,781 -2%
MAM
39
Marotta Asset Management
Virginia
$6.12M -$779K -14,043 -11%
FNT
40
First National Trust
Pennsylvania
$6.09M -$188K -3,381 -3%
TCM
41
Tradewinds Capital Management
Washington
$5.83M +$5.73M +103,293 +5,876%
WFPG
42
Waller Financial Planning Group
Ohio
$5.42M -$536K -9,663 -9%
GIA
43
Gladstone Institutional Advisory
Florida
$4.92M +$141K +2,538 +3%
PWMG
44
Prestige Wealth Management Group
New Jersey
$4.71M +$2.24M +40,315 +90%
Wells Fargo
45
Wells Fargo
California
$4.55M +$250K +4,500 +6%
SEIA
46
Signature Estate & Investment Advisors
California
$4.24M -$337K -6,068 -7%
SFG
47
Sage Financial Group
Pennsylvania
$4.17M -$29.9K -538 -0.7%
HA
48
Harborview Advisors
Maine
$4.05M -$221K -3,989 -5%
BRWA
49
B. Riley Wealth Advisors
Florida
$4.04M +$4.04M +72,723 New
AWM
50
Avior Wealth Management
Nebraska
$3.76M +$435K +7,837 +13%
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