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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

297 hedge funds and large institutions have $2.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+32
Holders Change %
+12.08%
% of All Funds
4.7%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
61
Increased
108
Reduced
84
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$360M
2
Osaic Holdings
Osaic Holdings
Arizona
+$194M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$144M
4
OPS
Orion Portfolio Solutions
Nebraska
+$48.8M
5
IWM
IHT Wealth Management
Illinois
+$20.9M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$13.4M
2
NP
NorthRock Partners
Minnesota
-$13M
3
FIM
Freedom Investment Management
Connecticut
-$11.8M
4
RJA
Raymond James & Associates
Florida
-$8.82M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
GIA
26
GHP Investment Advisors
Colorado
$16.6M +$385K +5,469 +2%
CF
27
Convergence Financial
Missouri
$14.2M +$1.22M +17,317 +9%
SFM
28
Signet Financial Management
New Jersey
$13.7M +$18.6K +264 +0.1%
RIM
29
Rockbridge Investment Management
New York
$13M +$492K +6,958 +4%
RG
30
Retirement Group
California
$12.6M +$1.63M +23,142 +15%
TAIM
31
TD Ameritrade Investment Management
Nebraska
$12.1M +$2.28M +32,383 +23%
EFL
32
ERn Financial LLC
Wisconsin
$11.2M +$1.22M +17,353 +12%
Wells Fargo
33
Wells Fargo
California
$11.1M +$3.08M +43,778 +38%
RA
34
Rodgers & Associates
Pennsylvania
$10.9M -$25.7K -365 -0.2%
SA
35
Scarborough Advisors
Maryland
$10.7M +$10.4M +148,458 +3,695%
CFG
36
CMC Financial Group
Georgia
$10.3M +$10.3M +154,661 New
PAG
37
Private Advisor Group
New Jersey
$9.69M +$5.54M +78,761 +134%
FIM
38
Freedom Investment Management
Connecticut
$9.35M -$11.8M -167,729 -56%
CAN
39
Claraphi Advisory Network
United States
$8.03M +$8.03M +114,090 New
AWM
40
Avior Wealth Management
Nebraska
$8.01M +$645K +9,166 +9%
KWM
41
Kingsview Wealth Management
Oregon
$7.87M -$372K -5,292 -5%
DI
42
Diligent Investors
California
$7.72M +$438K +6,220 +6%
MWM
43
Minot Wealth Management
Massachusetts
$7.28M +$7.28M +103,500 New
TWP
44
Total Wealth Planning
Ohio
$6.88M -$2.3M -32,740 -25%
RJA
45
Raymond James & Associates
Florida
$6.69M -$8.82M -125,310 -57%
FCA
46
FinTrust Capital Advisors
South Carolina
$6.41M +$1.26M +17,952 +25%
BFA
47
BMS Financial Advisors
South Dakota
$6.18M +$6.18M +87,857 New
AWM
48
AE Wealth Management
Kansas
$6.13M +$6.13M +87,112 New
EH
49
Equitable Holdings
New York
$6.04M +$34.3K +487 +0.6%
WFPG
50
Waller Financial Planning Group
Ohio
$5.94M +$9.57K +136 +0.2%
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