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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

129 hedge funds and large institutions have $579M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+12
Holders Change %
+10.26%
% of All Funds
2.95%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.21%
New
21
Increased
54
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$75.2M
2
FWP
FAS Wealth Partners
Kansas
+$20.3M
3
MWA
MFA Wealth Advisors
Pennsylvania
+$10.5M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.79M
5
MIAN
Mariner Independent Advisor Network
Kansas
+$2.84M

Top Sellers

1
VAS
Valicenti Advisory Services
New York
-$1.96M
2
ACM
AlphaStar Capital Management
North Carolina
-$1.58M
3
CA
Cetera Advisors
Colorado
-$859K
4
CF
Centaurus Financial
California
-$278K
5
AP
Appleton Partners
Massachusetts
-$244K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
51
Cypress Wealth Services
California
$830K -$2.63K -49 -0.3%
SCA
52
STALEY CAPITAL ADVISERS
Pennsylvania
$692K – – –
VA
53
Valmark Advisers
Ohio
$667K +$667K +12,418 New
BAM
54
Belpointe Asset Management
Nevada
$640K +$640K +11,916 New
AG
55
Advisor Group
Arizona
$636K +$13.4K +249 +2%
KWM
56
Kingsview Wealth Management
Oregon
$594K +$151K +2,817 +34%
Stifel Financial
57
Stifel Financial
Missouri
$585K +$27.8K +517 +5%
JIC
58
Johnson Investment Counsel
Ohio
$579K – – –
Wells Fargo
59
Wells Fargo
California
$564K – – –
AWM
60
Avior Wealth Management
Nebraska
$560K +$201K +3,742 +56%
OAM
61
Occidental Asset Management
California
$546K +$546K +10,170 New
PNC Financial Services Group
62
PNC Financial Services Group
Pennsylvania
$534K -$89.4K -1,665 -14%
SFSIG
63
San Francisco Sentry Investment Group
California
$517K +$62.2K +1,156 +14%
BFM
64
Broadview Financial Management
Wisconsin
$508K -$18.8K -349 -4%
BWA
65
Burt Wealth Advisors
Maryland
$497K +$17K +317 +4%
CCM
66
Canal Capital Management
Virginia
$483K – – –
SMC
67
Smith, Moore & Co
Missouri
$452K +$47.1K +875 +12%
3C
68
361 Capital
Colorado
$398K -$11K -204 -3%
LI
69
LVZ Inc
Michigan
$370K -$130K -2,523 -26%
GWM
70
Geneos Wealth Management
Colorado
$353K +$53.6K +998 +18%
TPW
71
Tiller Private Wealth
Pennsylvania
$343K -$4.46K -83 -1%
HSA
72
HBK Sorce Advisory
Pennsylvania
$343K – – –
CWM
73
Cornerstone Wealth Management
Missouri
$340K +$340K +33,854 New
F
74
F3Logic
Minnesota
$333K -$145K -2,688 -30%
AWA
75
Acorn Wealth Advisors
Michigan
$317K +$66.1K +1,330 +26%
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