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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

216 hedge funds and large institutions have $1.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
3.8%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
30
Increased
62
Reduced
91
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$22.5M
2
IWM
IHT Wealth Management
Illinois
+$12.8M
3
KW
KWB Wealth
California
+$7.64M
4
OPS
Orion Portfolio Solutions
Nebraska
+$6.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$299M
2
Osaic Holdings
Osaic Holdings
Arizona
-$149M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$92M
4
Stifel Financial
Stifel Financial
Missouri
-$28.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
26
Rockbridge Investment Management
New York
$10.2M +$29.4K +450 +0.3%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$9.8M -$299M -4,571,247 -97%
EFL
28
ERn Financial LLC
Wisconsin
$9.05M +$38.1K +582 +0.4%
FNT
29
First National Trust
Pennsylvania
$9M +$1.82M +27,844 +25%
RG
30
Retirement Group
California
$8.79M +$755K +11,537 +9%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$8.6M – – –
CIM
32
Confluence Investment Management
Missouri
$8.14M -$7.11M -108,656 -47%
TCM
33
Tradewinds Capital Management
Washington
$8.1M +$1.23M +18,802 +18%
APP
34
Avantax Planning Partners
Iowa
$7.94M -$644K -9,845 -8%
Royal Bank of Canada
35
Royal Bank of Canada
Ontario, Canada
$7.83M +$4.5M +68,734 +135%
TWP
36
Total Wealth Planning
Ohio
$7.61M -$803K -12,269 -10%
ADL
37
Asset Dedication LLC
California
$7.54M -$4.33M -66,242 -36%
KOC
38
Koss-Olinger Consulting
Florida
$7.29M +$7.29M +111,334 New
KWM
39
Kingsview Wealth Management
Oregon
$7.2M -$239K -3,605 -3%
CCMG
40
Clark Capital Management Group
Pennsylvania
$6.87M -$92M -1,405,444 -93%
MAM
41
Marotta Asset Management
Virginia
$6.17M -$1.13M -17,058 -15%
GIA
42
Gladstone Institutional Advisory
Florida
$5.66M -$138K -2,113 -2%
WFPG
43
Waller Financial Planning Group
Ohio
$5.58M -$807K -12,327 -13%
Wells Fargo
44
Wells Fargo
California
$5.44M +$77.1K +1,179 +1%
PWMG
45
Prestige Wealth Management Group
New Jersey
$5.41M -$151K -2,307 -3%
CCP
46
Cardan Capital Partners
Colorado
$5.25M -$5.05M -77,182 -49%
AWM
47
Avior Wealth Management
Nebraska
$5.11M +$675K +10,310 +15%
SFG
48
Sage Financial Group
Pennsylvania
$4.92M – – –
HA
49
Harborview Advisors
Maine
$4.72M -$55.6K -850 -1%
EH
50
Equitable Holdings
New York
$4.68M +$1.04M +15,825 +28%
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