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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

179 hedge funds and large institutions have $576M invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+10
Holders Change %
+5.92%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
31
Increased
59
Reduced
68
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFEC
Benjamin F. Edwards & Company
Missouri
+$19.5M
2
AA
Alesco Advisors
New York
+$19M
3
TF
TIAA FSB
Florida
+$15.6M
4
NP
NorthRock Partners
Minnesota
+$10.8M
5
MWM
Merriman Wealth Management
Washington
+$8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$442M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$4.58M
3
TCM
Tradewinds Capital Management
Washington
-$3.81M
4
HF
HRT Financial
New York
-$2.99M
5
CA
Centerpoint Advisors
Massachusetts
-$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
51
Avior Wealth Management
Nebraska
$2.46M -$678K -15,914 -22%
V
52
Veritable
Delaware
$2.42M -$29.4K -690 -1%
OFG
53
Omega Financial Group
California
$2.4M -$128K -2,992 -5%
WWM
54
Windsor Wealth Management
Indiana
$2.34M +$241K +5,661 +12%
LWM
55
Laidlaw Wealth Management
New York
$2.18M +$8.19K +192 +0.4%
EH
56
Equitable Holdings
New York
$2.1M -$14.3K -336 -0.7%
Bank of America
57
Bank of America
North Carolina
$2.08M -$1.16M -27,292 -36%
AWA
58
ARQ Wealth Advisors
Arizona
$2.07M +$289K +6,786 +16%
FWM
59
Foresight Wealth Management
Utah
$1.98M -$625K -14,673 -24%
Goldman Sachs
60
Goldman Sachs
New York
$1.76M +$1.76M +41,304 New
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.72M – – –
HighTower Advisors
62
HighTower Advisors
Illinois
$1.61M +$445K +10,454 +38%
Citadel Advisors
63
Citadel Advisors
Florida
$1.51M +$1.51M +35,487 New
SWA
64
Stratos Wealth Advisors
Ohio
$1.47M +$213K +5,001 +17%
FTUS
65
Flow Traders U.S.
New York
$1.4M +$1.4M +32,870 New
CCM
66
Condor Capital Management
New Jersey
$1.39M +$8.7K +204 +0.6%
Mariner
67
Mariner
Kansas
$1.39M -$645K -15,120 -32%
KF
68
Krilogy Financial
Missouri
$1.37M -$165K -3,871 -11%
AFAS
69
Acorn Financial Advisory Services
Virginia
$1.36M – – –
RJFSA
70
Raymond James Financial Services Advisors
Florida
$1.36M +$99.3K +2,330 +8%
WA
71
Wambolt & Associates
Colorado
$1.26M -$21.2K -498 -2%
UBS Group
72
UBS Group
Switzerland
$1.25M -$78.9K -1,851 -6%
FFG
73
Fullen Financial Group
Ohio
$1.21M +$1.21M +28,444 New
MWPCG
74
Measured Wealth Private Client Group
New Hampshire
$1.21M +$321K +7,535 +36%
CSPIA
75
Cary Street Partners Investment Advisory
Virginia
$1.19M -$130K -3,047 -10%
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