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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

264 hedge funds and large institutions have $1.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 112 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-10
Holders Change %
-3.65%
% of All Funds
4.57%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
25
Increased
112
Reduced
78
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
Tradewinds Capital Management
Washington
$14.2M
2
EWA
EP Wealth Advisors
California
$11.2M
3
Wells Fargo
Wells Fargo
California
$20M
4
AWM
AE Wealth Management
Kansas
$5.93M
5
FWP
FAS Wealth Partners
Kansas
$43.4M

Top Sellers

1
LPL Financial
LPL Financial
California
$54.6M
2
SA
Scarborough Advisors
Maryland
$0
3
RG
Retirement Group
California
$6.28M
4
Morgan Stanley
Morgan Stanley
New York
$16.8M
5
OMC
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
26
TD Ameritrade Investment Management
Nebraska
$11.5M -$1.04M -18,069 -8%
EWA
27
EP Wealth Advisors
California
$11.2M +$11.2M +192,890 New
EFL
28
ERn Financial LLC
Wisconsin
$10.9M +$986K +17,052 +10%
RIM
29
Rockbridge Investment Management
New York
$10.8M -$51.8K -896 -0.5%
RA
30
Rodgers & Associates
Pennsylvania
$9.92M +$699K +12,094 +8%
WWA
31
WCG Wealth Advisors
Nevada
$8.79M -$315K -5,069 -3%
FCA
32
FinTrust Capital Advisors
South Carolina
$8.44M +$1.12M +18,157 +15%
CIM
33
Confluence Investment Management
Missouri
$8.14M +$572K +9,885 +8%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$7.87M +$1.26M +21,737 +19%
FIM
35
Freedom Investment Management
Connecticut
$7.74M -$311K -5,379 -4%
AWM
36
Avior Wealth Management
Nebraska
$7.23M +$432K +7,473 +6%
PPW
37
Parcion Private Wealth
Washington
$6.82M +$1.6M +27,665 +31%
CCMG
38
Clark Capital Management Group
Pennsylvania
$6.65M +$483K +8,355 +8%
DI
39
Diligent Investors
California
$6.44M +$100K +1,730 +2%
RG
40
Retirement Group
California
$6.28M -$4.63M -80,082 -42%
AWM
41
AE Wealth Management
Kansas
$5.93M +$5.93M +102,558 New
TWP
42
Total Wealth Planning
Ohio
$5.8M -$79.8K -1,380 -1%
RJA
43
Raymond James & Associates
Florida
$5.64M -$151K -2,612 -3%
Commonwealth Equity Services
44
Commonwealth Equity Services
Massachusetts
$5.63M +$31.6K +547 +0.6%
Citadel Advisors
45
Citadel Advisors
Florida
$5.51M +$4.73M +81,844 +608%
KWM
46
Kingsview Wealth Management
Oregon
$5.3M -$1.2M -20,790 -18%
PAG
47
Private Advisor Group
New Jersey
$5.22M +$497K +8,603 +11%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$5.19M +$2.53M +43,789 +95%
Carson Wealth (CWM LLC)
49
Carson Wealth (CWM LLC)
Nebraska
$5.14M +$1.01M +17,532 +25%
EH
50
Equitable Holdings
New York
$5.05M +$8.85K +153 +0.2%
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