MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

181 hedge funds and large institutions have $630M invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
3.66%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
21
Increased
61
Reduced
71
Closed
16
Calls
–
Puts
$306K
Net Calls
-$306K
Net Calls Change
-$306K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$19.6M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$8.43M
3
AA
Alesco Advisors
New York
+$5.84M
4
RWB
RMR Wealth Builders
New Jersey
+$5.83M
5
CIM
Confluence Investment Management
Missouri
+$5.01M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$8.31M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.87M
3
APP
Avantax Planning Partners
Iowa
-$3.94M
4
Jane Street
Jane Street
New York
-$3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
51
Omega Financial Group
California
$2.21M -$235K -5,426 -10%
FWM
52
Foresight Wealth Management
Utah
$2.2M +$187K +4,321 +9%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$2.2M -$516K -11,762 -19%
Royal Bank of Canada
54
Royal Bank of Canada
Ontario, Canada
$2.16M -$2.53M -58,377 -54%
AWA
55
ARQ Wealth Advisors
Arizona
$2.08M -$31.6K -729 -2%
PWMG
56
Prestige Wealth Management Group
New Jersey
$1.94M +$1.88M +43,254 +3,214%
Bank of America
57
Bank of America
North Carolina
$1.89M -$229K -5,274 -11%
CIC
58
Cornercap Investment Counsel
Georgia
$1.89M +$1.89M +43,555 New
SWA
59
Stratos Wealth Advisors
Ohio
$1.83M +$331K +7,628 +22%
LWM
60
Laidlaw Wealth Management
New York
$1.83M -$387K -8,918 -17%
Carson Wealth (CWM LLC)
61
Carson Wealth (CWM LLC)
Nebraska
$1.72M – – –
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$1.61M -$5.87M -135,359 -79%
MWPCG
63
Measured Wealth Private Client Group
New Hampshire
$1.45M +$219K +5,055 +18%
HighTower Advisors
64
HighTower Advisors
Illinois
$1.45M -$182K -4,198 -11%
AFAS
65
Acorn Financial Advisory Services
Virginia
$1.39M – – –
UBS Group
66
UBS Group
Switzerland
$1.37M +$104K +2,396 +8%
Mariner
67
Mariner
Kansas
$1.37M -$37.2K -858 -3%
CSPIA
68
Cary Street Partners Investment Advisory
Virginia
$1.32M +$113K +2,610 +9%
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$1.31M +$1.31M +30,079 New
CCM
70
Condor Capital Management
New Jersey
$1.29M -$126K -2,912 -9%
FFG
71
Fullen Financial Group
Ohio
$1.27M +$32.1K +740 +3%
BEI
72
Benjamin Edwards Inc
Missouri
$1.25M +$400K +9,224 +47%
KF
73
Krilogy Financial
Missouri
$1.24M -$155K -3,572 -11%
JWS
74
Juncture Wealth Strategies
Arizona
$1.23M +$420K +9,691 +52%
WA
75
Wambolt & Associates
Colorado
$1.18M -$106K -2,438 -8%
1 2
3
4 5