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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

265 hedge funds and large institutions have $1.14B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+30
Holders Change %
+12.77%
% of All Funds
4.09%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.23%
New
51
Increased
101
Reduced
76
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$16.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.8M
3
MWM
Merriman Wealth Management
Washington
+$13.6M
4
RJA
Raymond James & Associates
Florida
+$11.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$8.01M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$26.1M
2
DSN
D. Scott Neal
Kentucky
-$11.3M
3
IWM
IHT Wealth Management
Illinois
-$8.79M
4
EWM
Executive Wealth Management
Michigan
-$3.82M
5
FWP
FAS Wealth Partners
Kansas
-$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
FCA
51
FinTrust Capital Advisors
South Carolina
$5.2M +$5.2M +73,068 New
SEIA
52
Signature Estate & Investment Advisors
California
$4.59M -$150K -2,107 -3%
Mariner
53
Mariner
Kansas
$4.58M +$489K +6,879 +12%
V
54
Veritable
Delaware
$4.4M – – –
Koshinski Asset Management
55
Koshinski Asset Management
Illinois
$4.39M -$46.1K -649 -1%
SAF
56
Smith Anglin Financial
Texas
$4.35M -$262K -3,690 -6%
PAG
57
Private Advisor Group
New Jersey
$4.18M -$661K -9,292 -14%
IWM
58
IHT Wealth Management
Illinois
$4.15M -$8.79M -123,555 -68%
FWM
59
Foresight Wealth Management
Utah
$4.1M -$4.05K -57 -0.1%
WWM
60
Windsor Wealth Management
Indiana
$3.96M +$33.7K +465 +0.9%
DSN
61
D. Scott Neal
Kentucky
$3.95M -$11.3M -158,828 -74%
Bank of America
62
Bank of America
North Carolina
$3.92M +$964K +13,551 +33%
UBS Group
63
UBS Group
Switzerland
$3.76M -$16.5K -232 -0.4%
AFS
64
Annapolis Financial Services
Maryland
$3.75M +$4.84K +68 +0.1%
IWP
65
IAG Wealth Partners
Wisconsin
$3.7M -$143K -2,011 -4%
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$3.52M +$816K +11,478 +30%
SWA
67
Stratos Wealth Advisors
Ohio
$3.35M +$256K +3,600 +8%
Ameriprise
68
Ameriprise
Minnesota
$3.28M +$172K +2,423 +6%
AWA
69
ARQ Wealth Advisors
Arizona
$3.27M -$637K -8,954 -16%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$3.17M +$3.17M +44,576 New
JWS
71
Juncture Wealth Strategies
Arizona
$3.08M +$78.5K +1,104 +3%
CWM
72
Capital Wealth Management
Rhode Island
$2.83M +$111K +1,563 +4%
RP
73
Riverwater Partners
Wisconsin
$2.72M +$2.72M +38,310 New
RJFSA
74
Raymond James Financial Services Advisors
Florida
$2.68M +$112K +1,572 +4%
APP
75
Avantax Planning Partners
Iowa
$2.68M -$62.5K -879 -2%
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