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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

159 hedge funds and large institutions have $1.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-4
Holders Change %
-2.45%
% of All Funds
3.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
16
Increased
67
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$7.5M
2
LFS
Lutz Financial Services
Nebraska
+$4.13M
3
SWA
Stratos Wealth Advisors
Ohio
+$3.36M
4
JWS
Juncture Wealth Strategies
Arizona
+$1.82M
5
CWA
Clarus Wealth Advisors
Arizona
+$1.47M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$12M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$8.43M
4
HIM
Hanlon Investment Management
New Jersey
-$8.4M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
DSA
51
Droms Strauss Advisors
Missouri
$1.99M -$32.4K -631 -2%
SDWMA
52
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.95M – – –
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$1.86M +$195K +3,797 +12%
JWS
54
Juncture Wealth Strategies
Arizona
$1.82M +$1.82M +35,370 New
Carson Wealth (CWM LLC)
55
Carson Wealth (CWM LLC)
Nebraska
$1.72M – – –
SFG
56
Sage Financial Group
Pennsylvania
$1.71M +$739K +14,390 +76%
HighTower Advisors
57
HighTower Advisors
Illinois
$1.65M +$37.4K +738 +2%
CCM
58
Condor Capital Management
New Jersey
$1.62M +$21.2K +413 +1%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$1.57M -$10.1M -196,137 -86%
WA
60
Wambolt & Associates
Colorado
$1.52M +$83.5K +1,624 +6%
OWM
61
Opes Wealth Management
California
$1.39M +$10.1K +196 +0.7%
RFA
62
Reilly Financial Advisors
California
$1.28M +$65.8K +1,281 +5%
Jane Street
63
Jane Street
New York
$1.16M +$1.16M +22,589 New
CMP
64
Courage Miller Partners
Virginia
$1.1M +$11.6K +226 +1%
KWM
65
Kingsview Wealth Management
Oregon
$1.07M +$46.8K +911 +5%
AA
66
Alesco Advisors
New York
$1.07M +$99.7K +1,942 +10%
BFM
67
Broadview Financial Management
Wisconsin
$1.06M +$89.5K +1,743 +9%
PI
68
PHH Investments
Texas
$1.04M -$76.2K -1,484 -7%
AI
69
Atria Investments
North Carolina
$994K +$152K +3,134 +18%
FFN
70
Focus Financial Network
Minnesota
$982K +$218K +4,245 +29%
Envestnet Asset Management
71
Envestnet Asset Management
Illinois
$942K -$285K -5,538 -23%
WI
72
WrapManager Inc
California
$926K +$36K +702 +4%
VA
73
Valmark Advisers
Ohio
$899K +$32.8K +639 +4%
SCM
74
Southport Capital Management
Tennessee
$793K +$110K +2,143 +16%
RJA
75
Raymond James & Associates
Florida
$768K +$504K +9,812 +191%
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