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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

146 hedge funds and large institutions have $553M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+17
Holders Change %
+13.18%
% of All Funds
3.26%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
41
Increased
63
Reduced
27
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
Cardan Capital Partners
Colorado
+$11M
2
V
Veritable
Delaware
+$9.3M
3
CC
Cassaday & Co
Virginia
+$6.26M
4
MWM
Merriman Wealth Management
Washington
+$4.69M
5
CA
Centerpoint Advisors
Massachusetts
+$4.16M

Top Sellers

1
AA
Advisory Alpha
Michigan
-$16.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$14.6M
3
RJA
Raymond James & Associates
Florida
-$5.31M
4
SAM
Stringer Asset Management
Tennessee
-$3.42M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Commonwealth Equity Services
51
Commonwealth Equity Services
Massachusetts
$1.27M +$118K +2,667 +10%
RFA
52
Reilly Financial Advisors
California
$1.15M +$131K +2,956 +13%
IA
53
IFP Advisors
Florida
$1.14M +$170K +3,861 +18%
PWM
54
Paulson Wealth Management
Illinois
$1.13M -$16.9K -350 -1%
WA
55
Wambolt & Associates
Colorado
$1.13M +$1.13M +25,538 New
BWA
56
Burt Wealth Advisors
Maryland
$1M +$590K +13,307 +144%
PI
57
PHH Investments
Texas
$965K +$965K +21,749 New
CMP
58
Courage Miller Partners
Virginia
$938K +$53.9K +1,216 +6%
ACM
59
AlphaStar Capital Management
North Carolina
$933K +$28.3K +639 +3%
SWA
60
Stratos Wealth Advisors
Ohio
$913K +$913K +20,587 New
PWMG
61
Prestige Wealth Management Group
New Jersey
$909K +$909K +20,490 New
AG
62
Advisor Group
Arizona
$894K +$367K +8,270 +70%
CSPIA
63
Cary Street Partners Investment Advisory
Virginia
$844K +$844K +18,463 New
SFG
64
Sage Financial Group
Pennsylvania
$808K +$808K +18,206 New
AA
65
Alesco Advisors
New York
$758K +$55.8K +1,258 +8%
WI
66
WrapManager Inc
California
$755K -$10.6K -240 -1%
MML Investors Services
67
MML Investors Services
Massachusetts
$721K -$17.9K -403 -2%
CWS
68
Cypress Wealth Services
California
$635K -$49.6K -1,119 -7%
AP
69
Appleton Partners
Massachusetts
$622K -$259K -5,835 -29%
KWM
70
Kingsview Wealth Management
Oregon
$585K +$94.8K +2,136 +19%
VA
71
Valmark Advisers
Ohio
$581K +$30K +675 +5%
CG
72
Colony Group
Massachusetts
$570K +$343K +7,730 +151%
Stifel Financial
73
Stifel Financial
Missouri
$548K +$61.1K +1,366 +13%
BAM
74
Belpointe Asset Management
Nevada
$536K +$7.41K +167 +1%
OAM
75
Occidental Asset Management
California
$497K +$46.1K +1,040 +10%
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