MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

274 hedge funds and large institutions have $1.05B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-23
Holders Change %
-7.74%
% of All Funds
4.63%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.29%
New
30
Increased
104
Reduced
92
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$87.9M
2
LPL Financial
2
LPL Financial
California
$76.6M
3
PPW
3
Parcion Private Wealth
Washington
$5.71M
4
FNT
4
First National Trust
Pennsylvania
$18.2M
5
MWM
5
Minot Wealth Management
Massachusetts
$9.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.92M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.7M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$6.45M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$0
5
IWM
5
IHT Wealth Management
Illinois
$799K
Name Holding Trade Value Shares
Change 		Shares
Change %
RG
26
Retirement Group
California
$11.4M +$543K +8,969 +5%
RIM
27
Rockbridge Investment Management
New York
$11.3M +$188K +3,113 +2%
EFL
28
ERn Financial LLC
Wisconsin
$10.4M +$787K +13,009 +8%
MWM
29
Minot Wealth Management
Massachusetts
$9.7M +$3.44M +56,800 +55%
RA
30
Rodgers & Associates
Pennsylvania
$9.65M +$300K +4,965 +3%
SA
31
Scarborough Advisors
Maryland
$9.46M +$239K +3,957 +3%
WWA
32
WCG Wealth Advisors
Nevada
$8.87M +$8.87M +146,685 New
FIM
33
Freedom Investment Management
Connecticut
$8.42M +$383K +6,337 +5%
CIM
34
Confluence Investment Management
Missouri
$7.92M -$7.12M -117,635 -47%
SPF
35
Steven Patrick Farmer
$7.92M +$7.92M +130,960 New
FCA
36
FinTrust Capital Advisors
South Carolina
$7.52M +$1.77M +27,936 +31%
AWM
37
Avior Wealth Management
Nebraska
$7.11M +$227K +3,748 +3%
Envestnet Asset Management
38
Envestnet Asset Management
Illinois
$6.92M -$323M -5,333,084 -98%
KWM
39
Kingsview Wealth Management
Oregon
$6.8M +$37.3K +617 +0.6%
DI
40
Diligent Investors
California
$6.64M -$121 -2 -0%
CCMG
41
Clark Capital Management Group
Pennsylvania
$6.45M -$125M -2,067,344 -95%
TWP
42
Total Wealth Planning
Ohio
$6.15M +$232K +3,842 +4%
RJA
43
Raymond James & Associates
Florida
$6.06M +$309K +5,114 +5%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$5.86M +$790K +13,062 +16%
PPW
45
Parcion Private Wealth
Washington
$5.71M +$4.69M +74,136 +460%
EH
46
Equitable Holdings
New York
$5.27M +$78.2K +1,292 +2%
MAM
47
Marotta Asset Management
Virginia
$5.03M -$125K -2,039 -2%
WFPG
48
Waller Financial Planning Group
Ohio
$4.97M -$131K -2,161 -3%
V
49
Veritable
Delaware
$4.97M +$6.05K +100 +0.1%
PAG
50
Private Advisor Group
New Jersey
$4.94M -$3.39M -55,966 -41%
1
2
3 4 5