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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

117 hedge funds and large institutions have $432M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
13
Increased
52
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$255M
2
GIA
GHP Investment Advisors
Colorado
+$5.35M
3
AA
Advisory Alpha
Michigan
+$1.35M
4
Morgan Stanley
Morgan Stanley
New York
+$1.09M
5
ML
McAdam LLC
Pennsylvania
+$988K

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$6.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.4M
3
TW
Transform Wealth
Colorado
-$2.99M
4
HH
Hilltop Holdings
Texas
-$2.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
51
Johnson Investment Counsel
Ohio
$561K – – –
Wells Fargo
52
Wells Fargo
California
$546K -$13.2K -253 -2%
Stifel Financial
53
Stifel Financial
Missouri
$544K -$828K -15,789 -60%
PSF
54
Pacific Sun Financial
California
$536K +$14K +260 +3%
BFM
55
Broadview Financial Management
Wisconsin
$510K +$10.9K +209 +2%
LI
56
LVZ Inc
Michigan
$505K +$123K +2,368 +32%
CCM
57
Canal Capital Management
Virginia
$468K – – –
BWA
58
Burt Wealth Advisors
Maryland
$465K -$3.64K -70 -0.8%
F
59
F3Logic
Minnesota
$463K -$300K -5,759 -39%
SFSIG
60
San Francisco Sentry Investment Group
California
$440K -$15.6K -300 -3%
KWM
61
Kingsview Wealth Management
Oregon
$428K +$159K +3,065 +59%
3C
62
361 Capital
Colorado
$396K +$396K +7,609 New
MWA
63
MFA Wealth Advisors
Pennsylvania
$395K +$395K +7,386 New
SMC
64
Smith, Moore & Co
Missouri
$392K +$26.4K +508 +7%
AWM
65
Avior Wealth Management
Nebraska
$348K +$146K +2,800 +72%
TPW
66
Tiller Private Wealth
Pennsylvania
$337K +$23.3K +448 +7%
HSA
67
HBK Sorce Advisory
Pennsylvania
$332K – – –
BCM
68
Breiter Capital Management
Florida
$316K -$1.87K -36 -0.6%
SWM
69
SeaCrest Wealth Management
New York
$303K -$3.53K -68 -1%
11A
70
10-15 Associates
New York
$294K +$74.1K +1,426 +34%
GWM
71
Geneos Wealth Management
Colorado
$290K +$31.8K +612 +12%
PAG
72
Private Advisor Group
New Jersey
$285K +$285K +5,484 New
CF
73
Centaurus Financial
California
$281K +$56K +1,077 +25%
TRCT
74
Tower Research Capital (TRC)
New York
$280K +$94K +1,804 +51%
CG
75
Colony Group
Massachusetts
$266K +$208 +4 +0.1%
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