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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

68 hedge funds and large institutions have $168M invested in SPDR S&P 400 Mid Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+9
Holders Change %
+15.25%
% of All Funds
1.7%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
17
Increased
21
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
Financial Management Professionals
Texas
+$46.1M
2
AG
Advisor Group
Arizona
+$10.9M
3
AIM
Advantage Investment Management
Iowa
+$9.42M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.08M
5
Stifel Financial
Stifel Financial
Missouri
+$2.66M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$1.25M
2
LPL Financial
LPL Financial
California
-$633K
3
RJA
Raymond James & Associates
Florida
-$539K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$421K
5
KF
Krilogy Financial
Missouri
-$362K
Name Holding Trade Value Shares
Change 		Shares
Change %
TAIM
51
TD Ameritrade Investment Management
Nebraska
$101K – – –
MCM
52
Manchester Capital Management
Vermont
$66K – – –
PFBT
53
Parkside Financial Bank & Trust
Missouri
$55K -$6.2K -132 -10%
PA
54
Parallel Advisors
California
$50K +$50K +1,074 New
VIA
55
Vantage Investment Advisors
Pennsylvania
$34K +$13.7K +292 +67%
Bank of Montreal
56
Bank of Montreal
Ontario, Canada
$31K – – –
AWM
57
Avior Wealth Management
Nebraska
$31K +$560 +12 +2%
AA
58
Ancora Advisors
Ohio
$28K +$28K +600 New
JGIA
59
Jackson Grant Investment Advisers
Connecticut
$25K +$95 +2 +0.4%
IF
60
Ironwood Financial
Arizona
$21K – – –
WA
61
Winfield Associates
Ohio
$19K – – –
KT
62
Kanaly Trust
Texas
$15K – – –
SHJ
63
Sharkey, Howes & Javer
Colorado
$9K – – –
Creative Planning
64
Creative Planning
Kansas
$4K +$4K +90 New
PWM
65
Perigon Wealth Management
California
$4K +$4K +92 New
BlackRock
66
BlackRock
New York
$1K – – –
AWM
67
Arbor Wealth Management
Florida
$267 -$46 -952 -15%
ACM
68
Argentus Capital Management
Texas
– -$1.02M -23,538 Closed
BRWA
69
B. Riley Wealth Advisors
Florida
– -$328K -7,580 Closed
SWP
70
Stratos Wealth Partners
Ohio
– -$271K -6,276 Closed
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
– -$7K -172 Closed
CWM
72
Concert Wealth Management
California
– -$6K -158 Closed
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