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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

240 hedge funds and large institutions have $1.26B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+24
Holders Change %
+11.11%
% of All Funds
4.19%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
38
Increased
81
Reduced
89
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$189M
2
FMP
Financial Management Professionals
Texas
+$58.2M
3
TCM
Tradewinds Capital Management
Washington
+$16.9M
4
FC
Ferris Capital
Massachusetts
+$7.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.84M

Top Sellers

1
AWM
Avior Wealth Management
Nebraska
-$46.6M
2
OPS
Orion Portfolio Solutions
Nebraska
-$44.7M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$18.4M
4
LPL Financial
LPL Financial
California
-$13.1M
5
Stifel Financial
Stifel Financial
Missouri
-$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
26
Rockbridge Investment Management
New York
$11M +$464K +6,878 +4%
RA
27
Rodgers & Associates
Pennsylvania
$10.2M -$590K -8,743 -5%
FNT
28
First National Trust
Pennsylvania
$9.73M +$437K +6,478 +5%
EFL
29
ERn Financial LLC
Wisconsin
$9.49M +$159K +2,357 +2%
RG
30
Retirement Group
California
$9.41M +$333K +4,931 +4%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$9.32M -$1.15M -16,987 -11%
BFEC
32
Benjamin F. Edwards & Company
Missouri
$9.3M -$3.23M -47,865 -26%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$7.8M -$2.31M -34,276 -23%
KWM
34
Kingsview Wealth Management
Oregon
$7.53M +$106K +1,559 +1%
TWP
35
Total Wealth Planning
Ohio
$7.11M -$739K -10,949 -9%
FC
36
Ferris Capital
Massachusetts
$7.11M +$7.11M +105,317 New
Susquehanna International Group
37
Susquehanna International Group
Pennsylvania
$6.84M +$6.84M +101,290 New
KOC
38
Koss-Olinger Consulting
Florida
$6.58M -$938K -13,888 -12%
Wells Fargo
39
Wells Fargo
California
$6.36M +$744K +11,017 +13%
CIM
40
Confluence Investment Management
Missouri
$6.3M -$2.09M -31,019 -25%
MAM
41
Marotta Asset Management
Virginia
$6.24M -$126K -1,850 -2%
AWM
42
Avior Wealth Management
Nebraska
$6.11M -$46.6M -69,064 -88%
WFPG
43
Waller Financial Planning Group
Ohio
$5.72M -$43.9K -650 -0.8%
DI
44
Diligent Investors
California
$5.58M +$906K +13,413 +19%
PWMG
45
Prestige Wealth Management Group
New Jersey
$5.45M -$127K -1,883 -2%
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$5.35M -$2.73M -40,425 -34%
CCMG
47
Clark Capital Management Group
Pennsylvania
$5.3M -$1.79M -26,483 -25%
EH
48
Equitable Holdings
New York
$5.06M +$224K +3,314 +5%
HA
49
Harborview Advisors
Maine
$5.04M +$166K +2,457 +3%
SFG
50
Sage Financial Group
Pennsylvania
$4.84M -$237K -3,515 -5%
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