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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

265 hedge funds and large institutions have $1.14B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+30
Holders Change %
+12.77%
% of All Funds
4.09%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.23%
New
51
Increased
101
Reduced
76
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$16.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.8M
3
MWM
Merriman Wealth Management
Washington
+$13.6M
4
RJA
Raymond James & Associates
Florida
+$11.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$8.01M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$26.1M
2
DSN
D. Scott Neal
Kentucky
-$11.3M
3
IWM
IHT Wealth Management
Illinois
-$8.79M
4
EWM
Executive Wealth Management
Michigan
-$3.82M
5
FWP
FAS Wealth Partners
Kansas
-$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
26
HighTower Advisors
Illinois
$13.7M +$315K +4,427 +2%
CF
27
Convergence Financial
Missouri
$13.1M +$13.1M +184,000 New
FNT
28
First National Trust
Pennsylvania
$12.8M +$1.52M +21,416 +13%
RIM
29
Rockbridge Investment Management
New York
$12.6M +$421K +5,915 +3%
RG
30
Retirement Group
California
$11.1M +$905K +12,726 +9%
RA
31
Rodgers & Associates
Pennsylvania
$11M +$178K +2,500 +2%
EFL
32
ERn Financial LLC
Wisconsin
$10.1M -$211K -2,971 -2%
TAIM
33
TD Ameritrade Investment Management
Nebraska
$9.93M -$2.15M -30,271 -18%
CCMG
34
Clark Capital Management Group
Pennsylvania
$8.86M +$461K +6,487 +5%
KWM
35
Kingsview Wealth Management
Oregon
$8.33M +$350K +4,920 +4%
Wells Fargo
36
Wells Fargo
California
$8.14M +$1.88M +26,510 +30%
AWM
37
Avior Wealth Management
Nebraska
$7.44M +$381K +5,366 +5%
DI
38
Diligent Investors
California
$7.36M +$1.48M +20,826 +25%
TWP
39
Total Wealth Planning
Ohio
$6.57M +$1.23M +24,349 +23%
MAM
40
Marotta Asset Management
Virginia
$6.3M -$334K -4,699 -5%
EH
41
Equitable Holdings
New York
$6.07M +$748K +10,514 +14%
WFPG
42
Waller Financial Planning Group
Ohio
$5.99M -$82.6K -1,162 -1%
KOC
43
Koss-Olinger Consulting
Florida
$5.97M -$572K -8,046 -9%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$5.85M +$2.82M +39,605 +93%
Commonwealth Equity Services
45
Commonwealth Equity Services
Massachusetts
$5.83M +$545K +7,661 +10%
CWA
46
Clarus Wealth Advisors
Arizona
$5.73M +$1.7M +23,714 +42%
GIA
47
Gladstone Institutional Advisory
Florida
$5.41M +$309K +4,341 +6%
RFA
48
RTD Financial Advisors
Pennsylvania
$5.27M +$5.27M +74,093 New
PWMG
49
Prestige Wealth Management Group
New Jersey
$5.24M -$643K -9,047 -11%
SFG
50
Sage Financial Group
Pennsylvania
$5.22M +$171K +2,401 +3%
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