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State Street SPDR S&P 400 Mid Cap Value ETF

77 hedge funds and large institutions have $110M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 19

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

0.27% less ownership

Funds ownership: 63.84%63.57% (-0.27%)

1% less funds holding

Funds holding: 7877 (-1)

8% less capital invested

Capital invested by funds: $120M → $110M (-$9.35M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
11
Increased
38
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WAM
51
Wealthspire Advisors (Maryland)
Maryland
$210K -$2.11K -44 -1%
Goldman Sachs
52
Goldman Sachs
New York
$207K +$206K +4,308 New
HighTower Advisors
53
HighTower Advisors
Illinois
$207K +$225K +4,690 New
AWM
54
Arbor Wealth Management
Florida
$200K -$26.8K -560 -12%
IA
55
IFP Advisors
Florida
$147K -$258K -5,392 -64%
GWM
56
Geneos Wealth Management
Colorado
$130K +$37.8K +790 +41%
TCM
57
Tradewinds Capital Management
Washington
$118K -$3.15M -65,788 -96%
NFG
58
Next Financial Group
Texas
$96K -$45.5K -950 -32%
VIA
59
Vantage Investment Advisors
Pennsylvania
$75K +$32.1K +670 +75%
PFBT
60
Parkside Financial Bank & Trust
Missouri
$67K -$766 -16 -1%
TAIM
61
TD Ameritrade Investment Management
Nebraska
$59K -$43.1K -900 -42%
AWM
62
Avior Wealth Management
Nebraska
$53K +$17.4K +364 +49%
AIM
63
Arcadia Investment Management
Michigan
$47K
MCM
64
Manchester Capital Management
Vermont
$32K -$35.4K -740 -53%
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
$32K
JGIA
66
Jackson Grant Investment Advisers
Connecticut
$26K +$192 +4 +0.8%
CDIA
67
Capital Directions Investment Advisors
Georgia
$23K +$22.8K +476 New
AIM
68
Advantage Investment Management
Iowa
$19K -$91.9K -1,920 -83%
WA
69
Winfield Associates
Ohio
$19K
FCMT
70
Founders Capital Management (Texas)
Texas
$15K +$1.92K +40 +15%
Citigroup
71
Citigroup
New York
$14K +$14.4K +300 New
ACM
72
AlphaStar Capital Management
North Carolina
$11K +$11.3K +236 New
IF
73
Ironwood Financial
Arizona
$10K
CAPTRUST Financial Advisors
74
CAPTRUST Financial Advisors
North Carolina
$8K +$8.23K +172 New
Creative Planning
75
Creative Planning
Kansas
$7K +$6.99K +146 New

MDYV Hedge Fund Activity: Q2 2017 in Review

77 of the 4,012 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2017, worth a combined $110M — down 7.8% from $120M a quarter earlier.

Fund positioning in MDYV was balanced in Q2 2017: 11 funds opened new positions, 11 closed out, 38 added to existing stakes and 19 trimmed.

The largest buyer was Krilogy Financial, adding an estimated $3.05M. The largest seller was Citadel Advisors, exiting entirely with an estimated $3.51M sold.

  • 77 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2017, down from 78 in Q1 2017.
  • Funds reported $110M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2017, down 7.8% quarter-over-quarter.
  • 11 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2017 and 11 closed out, a net change of 0 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2017 was Krilogy Financial, an estimated $3.05M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2017 was Citadel Advisors, an estimated $3.51M sold.

Based on aggregated 13F filings for Q2 2017.