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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

112 hedge funds and large institutions have $185M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
15
Increased
54
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.77M
2
ACM
AlphaStar Capital Management
North Carolina
+$3.35M
3
FIM
Freedom Investment Management
Connecticut
+$2.76M
4
HH
Hilltop Holdings
Texas
+$2.6M
5
FNT
First National Trust
Pennsylvania
+$2.58M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
-$6.87M
2
OA
Opes Advisors
California
-$1.6M
3
CG
Colony Group
Massachusetts
-$960K
4
AP
Appleton Partners
Massachusetts
-$869K
5
CA
Corrado Advisors
New Jersey
-$704K
Name Holding Trade Value Shares
Change 		Shares
Change %
Mariner
51
Mariner
Kansas
$711K +$456K +9,162 +178%
SCA
52
STALEY CAPITAL ADVISERS
Pennsylvania
$640K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$634K +$13.1K +262 +2%
MML Investors Services
54
MML Investors Services
Massachusetts
$560K +$204K +4,094 +57%
JIC
55
Johnson Investment Counsel
Ohio
$536K +$4.67K +94 +0.9%
Wells Fargo
56
Wells Fargo
California
$535K +$247K +4,960 +86%
AG
57
Advisor Group
Arizona
$498K +$268K +5,378 +116%
PSF
58
Pacific Sun Financial
California
$482K +$482K +9,700 New
BFM
59
Broadview Financial Management
Wisconsin
$477K +$99 +2 +0%
BWA
60
Burt Wealth Advisors
Maryland
$448K +$995 +20 +0.2%
CCM
61
Canal Capital Management
Virginia
$447K – – –
SFSIG
62
San Francisco Sentry Investment Group
California
$436K -$23.4K -470 -5%
LI
63
LVZ Inc
Michigan
$365K +$365K +7,330 New
SMC
64
Smith, Moore & Co
Missouri
$349K +$349K +7,022 New
HSA
65
HBK Sorce Advisory
Pennsylvania
$317K – – –
BCM
66
Breiter Capital Management
Florida
$304K -$14.1K -284 -4%
TPW
67
Tiller Private Wealth
Pennsylvania
$300K +$300K +6,026 New
SWM
68
SeaCrest Wealth Management
New York
$293K +$21.7K +436 +8%
KWM
69
Kingsview Wealth Management
Oregon
$257K +$257K +5,166 New
CG
70
Colony Group
Massachusetts
$254K -$960K -19,312 -79%
SWP
71
Stratos Wealth Partners
Ohio
$254K +$223K +4,480 +716%
GWM
72
Geneos Wealth Management
Colorado
$246K +$34.6K +698 +16%
AWA
73
Acorn Wealth Advisors
Michigan
$240K -$14.4K -286 -6%
CF
74
Centaurus Financial
California
$216K +$100 +2 +0%
11A
75
10-15 Associates
New York
$210K +$15.6K +314 +8%
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