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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

216 hedge funds and large institutions have $1.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
3.8%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
30
Increased
62
Reduced
91
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$22.5M
2
IWM
IHT Wealth Management
Illinois
+$12.8M
3
KW
KWB Wealth
California
+$7.64M
4
OPS
Orion Portfolio Solutions
Nebraska
+$6.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$299M
2
Osaic Holdings
Osaic Holdings
Arizona
-$149M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$92M
4
Stifel Financial
Stifel Financial
Missouri
-$28.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEIA
51
Signature Estate & Investment Advisors
California
$4.67M -$326K -4,982 -7%
SAF
52
Smith Anglin Financial
Texas
$4.58M -$5.95M -90,993 -57%
Commonwealth Equity Services
53
Commonwealth Equity Services
Massachusetts
$4.54M +$447K +6,838 +11%
DI
54
Diligent Investors
California
$4.53M +$158K +2,413 +4%
IWP
55
IAG Wealth Partners
Wisconsin
$3.99M -$135K -2,070 -3%
Koshinski Asset Management
56
Koshinski Asset Management
Illinois
$3.97M +$3.97M +60,607 New
RJA
57
Raymond James & Associates
Florida
$3.95M +$2.86M +43,695 +262%
V
58
Veritable
Delaware
$3.91M +$829K +12,665 +27%
CWA
59
Clarus Wealth Advisors
Arizona
$3.71M -$56.8K -850 -2%
Ameriprise
60
Ameriprise
Minnesota
$3.7M +$1.8M +27,640 +95%
FWM
61
Foresight Wealth Management
Utah
$3.66M -$62.6K -957 -2%
AFS
62
Annapolis Financial Services
Maryland
$3.5M +$3.93K +60 +0.1%
AWA
63
ARQ Wealth Advisors
Arizona
$3.42M -$291K -4,441 -8%
UBS Group
64
UBS Group
Switzerland
$3.4M +$1.11M +16,990 +49%
WWM
65
Windsor Wealth Management
Indiana
$3.35M -$43.1K -658 -1%
EWM
66
Executive Wealth Management
Michigan
$3.29M +$229K +3,502 +7%
OFG
67
Omega Financial Group
California
$3.18M -$26.5K -405 -0.8%
MWPCG
68
Measured Wealth Private Client Group
New Hampshire
$2.91M +$624K +9,542 +27%
PAG
69
Private Advisor Group
New Jersey
$2.74M +$2.06M +31,532 +303%
SWA
70
Stratos Wealth Advisors
Ohio
$2.74M -$311K -4,754 -10%
Bank of America
71
Bank of America
North Carolina
$2.69M -$50.9K -778 -2%
IA
72
IFP Advisors
Florida
$2.65M +$278K +4,264 +12%
Citadel Advisors
73
Citadel Advisors
Florida
$2.64M +$2.64M +40,360 New
Mariner
74
Mariner
Kansas
$2.56M +$455K +6,958 +22%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$2.49M -$611K -9,344 -20%
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