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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

235 hedge funds and large institutions have $990M invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-5
Holders Change %
-2.08%
% of All Funds
4.13%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
16
Increased
97
Reduced
79
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DSN
D. Scott Neal
Kentucky
+$14.2M
2
LPL Financial
LPL Financial
California
+$9.9M
3
AWM
Avior Wealth Management
Nebraska
+$5.97M
4
Stifel Financial
Stifel Financial
Missouri
+$4.73M
5
AA
Alesco Advisors
New York
+$2.98M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$190M
2
FMP
Financial Management Professionals
Texas
-$56.4M
3
MWM
Merriman Wealth Management
Washington
-$14.8M
4
FC
Ferris Capital
Massachusetts
-$7.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIM
26
Rockbridge Investment Management
New York
$11.3M +$500K +7,546 +5%
FNT
27
First National Trust
Pennsylvania
$10.5M +$992K +14,981 +10%
RA
28
Rodgers & Associates
Pennsylvania
$10.1M +$64K +966 +0.6%
EFL
29
ERn Financial LLC
Wisconsin
$9.59M +$272K +4,102 +3%
RG
30
Retirement Group
California
$9.52M +$295K +4,447 +3%
CIM
31
Confluence Investment Management
Missouri
$8.31M +$2.13M +32,214 +35%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7.95M +$300K +4,527 +4%
CCMG
33
Clark Capital Management Group
Pennsylvania
$7.82M +$2.62M +39,581 +50%
KWM
34
Kingsview Wealth Management
Oregon
$7.43M +$117K +1,774 +2%
TAIM
35
TD Ameritrade Investment Management
Nebraska
$7.38M +$1.39M +31,984 +23%
TWP
36
Total Wealth Planning
Ohio
$7.03M +$55.4K +837 +0.8%
AWM
37
Avior Wealth Management
Nebraska
$6.57M +$5.97M +90,188 +997%
MAM
38
Marotta Asset Management
Virginia
$6.18M +$123K +1,853 +2%
KOC
39
Koss-Olinger Consulting
Florida
$6.1M -$357K -5,396 -6%
Wells Fargo
40
Wells Fargo
California
$5.83M -$413K -6,228 -7%
FHC
41
First Heartland Consultants
Missouri
$5.73M +$1.85M +27,921 +48%
WFPG
42
Waller Financial Planning Group
Ohio
$5.65M +$46K +694 +0.8%
DI
43
Diligent Investors
California
$5.58M – – –
PWMG
44
Prestige Wealth Management Group
New Jersey
$5.48M +$134K +2,021 +3%
EH
45
Equitable Holdings
New York
$4.96M – – –
HA
46
Harborview Advisors
Maine
$4.94M +$199 +3 +0%
Commonwealth Equity Services
47
Commonwealth Equity Services
Massachusetts
$4.92M +$315K +4,751 +7%
GIA
48
Gladstone Institutional Advisory
Florida
$4.75M +$95.1K +1,436 +2%
SFG
49
Sage Financial Group
Pennsylvania
$4.7M -$44.3K -669 -0.9%
PAG
50
Private Advisor Group
New Jersey
$4.51M +$320K +4,826 +8%
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