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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

169 hedge funds and large institutions have $858M invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-34
Holders Change %
-16.75%
% of All Funds
3.73%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.13%
New
17
Increased
65
Reduced
67
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$39M
2
Stifel Financial
Stifel Financial
Missouri
+$36.7M
3
KA
Klingman & Associates
New York
+$10.5M
4
CIM
Confluence Investment Management
Missouri
+$9.9M
5
NP
NorthRock Partners
Minnesota
+$7.48M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
-$16.7M
2
KF
Krilogy Financial
Missouri
-$14M
3
V
Veritable
Delaware
-$5.24M
4
CC
Cassaday & Co
Virginia
-$4.87M
5
FSG
Financial Strategies Group
Michigan
-$4.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
51
Windsor Wealth Management
Indiana
$1.73M +$341K +9,669 +24%
VDFA
52
Vickerman & Driscoll Financial Advisors
Washington
$1.72M -$449K -12,742 -21%
Carson Wealth (CWM LLC)
53
Carson Wealth (CWM LLC)
Nebraska
$1.72M – – –
Mariner
54
Mariner
Kansas
$1.68M -$131K -3,729 -7%
AA
55
Alesco Advisors
New York
$1.65M +$931K +26,407 +129%
SFG
56
Sage Financial Group
Pennsylvania
$1.53M +$372K +10,543 +32%
AWA
57
ARQ Wealth Advisors
Arizona
$1.47M +$1.47M +41,785 New
SDWMA
58
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.34M -$705 -20 -0.1%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$1.28M -$196K -5,553 -13%
KF
60
Krilogy Financial
Missouri
$1.27M -$14M -396,716 -92%
CCM
61
Condor Capital Management
New Jersey
$1.14M +$2.79K +79 +0.2%
AFAS
62
Acorn Financial Advisory Services
Virginia
$1.13M -$16.3K -460 -1%
UBS Group
63
UBS Group
Switzerland
$1.1M -$895K -25,382 -45%
CSPIA
64
Cary Street Partners Investment Advisory
Virginia
$1.09M +$16.3K +463 +2%
WA
65
Wambolt & Associates
Colorado
$1.06M -$5.93K -168 -0.6%
PFA
66
Pure Financial Advisors
California
$1.05M -$850K -24,118 -45%
SWA
67
Stratos Wealth Advisors
Ohio
$1.04M -$1.94M -54,944 -65%
RJFSA
68
Raymond James Financial Services Advisors
Florida
$1.04M +$123K +3,499 +13%
Ameriprise
69
Ameriprise
Minnesota
$996K -$263K -7,464 -21%
PWM
70
Provident Wealth Management
Tennessee
$981K -$21K -595 -2%
HighTower Advisors
71
HighTower Advisors
Illinois
$954K -$219K -6,250 -19%
Jane Street
72
Jane Street
New York
$939K -$163K -4,617 -15%
BFM
73
Broadview Financial Management
Wisconsin
$887K +$144K +4,072 +19%
RFA
74
Reilly Financial Advisors
California
$845K -$65.8K -1,865 -7%
CMP
75
Courage Miller Partners
Virginia
$808K +$45.2K +1,284 +6%
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