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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

208 hedge funds and large institutions have $1.35B invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 72 increasing their positions, 58 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
208
Holders Change
+27
Holders Change %
+14.92%
% of All Funds
3.69%
Holding in Top 10
15
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+50%
% of All Funds
0.27%
New
46
Increased
72
Reduced
58
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$258M
2
Osaic Holdings
Osaic Holdings
Arizona
+$136M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$80.2M
4
OPS
Orion Portfolio Solutions
Nebraska
+$31.3M
5
LPL Financial
LPL Financial
California
+$19.2M

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$36M
2
BFEC
Benjamin F. Edwards & Company
Missouri
-$15.4M
3
CIM
Confluence Investment Management
Missouri
-$9.09M
4
Financial Engines Advisors
Financial Engines Advisors
California
-$8.43M
5
RWB
RMR Wealth Builders
New Jersey
-$5.83M
Name Holding Trade Value Shares
Change 		Shares
Change %
DI
51
Diligent Investors
California
$3.71M +$19.6K +354 +0.5%
APA
52
American Portfolios Advisors
New York
$3.62M +$3.48M +62,731 +2,566%
AWM
53
AE Wealth Management
Kansas
$3.51M +$3.51M +63,208 New
IWP
54
IAG Wealth Partners
Wisconsin
$3.5M -$140K -2,525 -4%
Commonwealth Equity Services
55
Commonwealth Equity Services
Massachusetts
$3.47M +$400K +7,216 +13%
CWA
56
Clarus Wealth Advisors
Arizona
$3.26M +$3.01K +52 +0.1%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$3.17M +$2.45M +44,079 +340%
SS
58
Simplicity Solutions
Minnesota
$3.16M +$3.16M +56,892 New
FWM
59
Foresight Wealth Management
Utah
$3.16M +$342K +6,158 +12%
AWA
60
ARQ Wealth Advisors
Arizona
$3.14M +$489K +8,801 +18%
EH
61
Equitable Holdings
New York
$3.09M -$6.83K -123 -0.2%
AFS
62
Annapolis Financial Services
Maryland
$2.96M +$2.96M +53,381 New
WWM
63
Windsor Wealth Management
Indiana
$2.88M +$30.7K +553 +1%
Royal Bank of Canada
64
Royal Bank of Canada
Ontario, Canada
$2.83M +$59.8K +1,077 +2%
OFG
65
Omega Financial Group
California
$2.72M -$105K -1,891 -4%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$2.63M +$1.28M +22,983 +94%
CIC
67
Cornercap Investment Counsel
Georgia
$2.61M +$226K +4,121 +9%
V
68
Veritable
Delaware
$2.61M -$538K -9,700 -17%
EWM
69
Executive Wealth Management
Michigan
$2.59M +$2.59M +46,746 New
SWA
70
Stratos Wealth Advisors
Ohio
$2.59M +$247K +4,445 +11%
CI
71
Cavalier Investments
Georgia
$2.42M +$2.42M +43,665 New
Bank of America
72
Bank of America
North Carolina
$2.32M -$99.1K -1,786 -4%
CAPTRUST Financial Advisors
73
CAPTRUST Financial Advisors
North Carolina
$2.25M -$525K -9,454 -19%
IA
74
IFP Advisors
Florida
$2.02M +$1.33M +24,000 +194%
MWPCG
75
Measured Wealth Private Client Group
New Hampshire
$1.94M +$84.4K +1,521 +5%
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