MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

235 hedge funds and large institutions have $990M invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-5
Holders Change %
-2.08%
% of All Funds
4.13%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
16
Increased
97
Reduced
79
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DSN
D. Scott Neal
Kentucky
+$14.2M
2
LPL Financial
LPL Financial
California
+$9.9M
3
AWM
Avior Wealth Management
Nebraska
+$5.97M
4
Stifel Financial
Stifel Financial
Missouri
+$4.73M
5
AA
Alesco Advisors
New York
+$2.98M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$190M
2
FMP
Financial Management Professionals
Texas
-$56.4M
3
MWM
Merriman Wealth Management
Washington
-$14.8M
4
FC
Ferris Capital
Massachusetts
-$7.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEIA
51
Signature Estate & Investment Advisors
California
$4.41M +$98.5K +1,487 +2%
SAF
52
Smith Anglin Financial
Texas
$4.29M -$283K -4,274 -6%
Koshinski Asset Management
53
Koshinski Asset Management
Illinois
$4.14M +$91.2K +1,377 +2%
V
54
Veritable
Delaware
$4.09M – – –
FWM
55
Foresight Wealth Management
Utah
$3.83M +$187K +2,827 +5%
EWM
56
Executive Wealth Management
Michigan
$3.82M -$331K -5,003 -8%
Mariner
57
Mariner
Kansas
$3.81M -$340K -5,141 -8%
CWA
58
Clarus Wealth Advisors
Arizona
$3.79M +$90.9K +1,345 +2%
RJA
59
Raymond James & Associates
Florida
$3.76M -$393K -5,939 -9%
WWM
60
Windsor Wealth Management
Indiana
$3.67M +$95.7K +1,415 +3%
AWA
61
ARQ Wealth Advisors
Arizona
$3.64M +$85.5K +1,291 +2%
IWP
62
IAG Wealth Partners
Wisconsin
$3.58M -$169K -2,557 -5%
UBS Group
63
UBS Group
Switzerland
$3.52M -$914K -13,801 -21%
AFS
64
Annapolis Financial Services
Maryland
$3.49M -$23.6K -356 -0.7%
Ameriprise
65
Ameriprise
Minnesota
$2.91M -$130K -1,950 -4%
SWA
66
Stratos Wealth Advisors
Ohio
$2.88M +$14.8K +223 +0.5%
Royal Bank of Canada
67
Royal Bank of Canada
Ontario, Canada
$2.82M -$2.42M -36,562 -46%
JWS
68
Juncture Wealth Strategies
Arizona
$2.79M +$439K +6,634 +19%
MWPCG
69
Measured Wealth Private Client Group
New Hampshire
$2.79M -$191K -2,878 -6%
Bank of America
70
Bank of America
North Carolina
$2.75M +$267K +4,036 +11%
APP
71
Avantax Planning Partners
Iowa
$2.55M -$49.7K -750 -2%
CWM
72
Capital Wealth Management
Rhode Island
$2.53M +$767K +11,581 +43%
FTUS
73
Flow Traders U.S.
New York
$2.52M +$2.28M +34,389 +938%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$2.52M +$276K +4,174 +12%
RJFSA
75
Raymond James Financial Services Advisors
Florida
$2.39M -$83.6K -1,262 -3%
1 2
3
4 5