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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

203 hedge funds and large institutions have $1.13B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+44
Holders Change %
+27.67%
% of All Funds
4.01%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.3%
New
57
Increased
82
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$24.5M
2
NP
NorthRock Partners
Minnesota
+$15.6M
3
TCM
Tradewinds Capital Management
Washington
+$4.13M
4
LFS
Lutz Financial Services
Nebraska
+$3.29M
5
CFA
Carroll Financial Associates
North Carolina
+$2.53M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$567M
2
WIA
World Investment Advisors
California
-$9.18M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$3.65M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.33M
5
CWA
Clarus Wealth Advisors
Arizona
-$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFA
51
Pure Financial Advisors
California
$2.95M -$58.2K -1,063 -2%
JWS
52
Juncture Wealth Strategies
Arizona
$2.86M +$201K +3,667 +8%
Mariner
53
Mariner
Kansas
$2.81M -$77.2K -1,409 -3%
Envestnet Asset Management
54
Envestnet Asset Management
Illinois
$2.64M -$567M -10,345,575 -100%
Susquehanna International Group
55
Susquehanna International Group
Pennsylvania
$2.56M +$1.66M +30,287 +185%
EH
56
Equitable Holdings
New York
$2.53M +$2.53M +46,188 New
CFA
57
Carroll Financial Associates
North Carolina
$2.53M +$2.53M +46,097 New
Commonwealth Equity Services
58
Commonwealth Equity Services
Massachusetts
$2.3M +$293K +5,350 +15%
WWM
59
Windsor Wealth Management
Indiana
$2.16M +$122K +2,236 +6%
AI
60
Atria Investments
North Carolina
$2.11M +$958K +17,476 +83%
SDWMA
61
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.08M -$438 -8 -0%
EWM
62
Executive Wealth Management
Michigan
$2.03M +$2.03M +37,136 New
IA
63
IFP Advisors
Florida
$2.02M -$216K -3,941 -10%
Ameriprise
64
Ameriprise
Minnesota
$1.96M -$13.2K -240 -0.7%
HighTower Advisors
65
HighTower Advisors
Illinois
$1.82M +$296K +5,452 +19%
SFG
66
Sage Financial Group
Pennsylvania
$1.81M -$103K -1,875 -5%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$1.78M -$266K -4,853 -13%
AFAS
68
Acorn Financial Advisory Services
Virginia
$1.78M +$1.78M +32,451 New
CCM
69
Condor Capital Management
New Jersey
$1.77M +$1.59K +29 +0.1%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$1.72M – – –
Jane Street
71
Jane Street
New York
$1.71M +$1.71M +31,240 New
DSA
72
Droms Strauss Advisors
Missouri
$1.67M +$603 +11 +0%
CSPIA
73
Cary Street Partners Investment Advisory
Virginia
$1.67M +$1.67M +30,407 New
WA
74
Wambolt & Associates
Colorado
$1.66M +$45.4K +828 +3%
PG
75
Prostatis Group
Maryland
$1.59M +$1.59M +29,089 New
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3
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