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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

297 hedge funds and large institutions have $2.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+32
Holders Change %
+12.08%
% of All Funds
4.7%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
61
Increased
108
Reduced
84
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$360M
2
Osaic Holdings
Osaic Holdings
Arizona
+$194M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$144M
4
OPS
Orion Portfolio Solutions
Nebraska
+$48.8M
5
IWM
IHT Wealth Management
Illinois
+$20.9M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$13.4M
2
NP
NorthRock Partners
Minnesota
-$13M
3
FIM
Freedom Investment Management
Connecticut
-$11.8M
4
RJA
Raymond James & Associates
Florida
-$8.82M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
51
Marotta Asset Management
Virginia
$5.92M -$315K -4,474 -5%
Commonwealth Equity Services
52
Commonwealth Equity Services
Massachusetts
$5.9M +$130K +1,853 +2%
V
53
Veritable
Delaware
$5.77M +$1.42M +20,170 +33%
KOC
54
Koss-Olinger Consulting
Florida
$5.74M -$169K -2,408 -3%
KAS
55
Kestra Advisory Services
Texas
$5.71M +$4.73M +67,239 +484%
APA
56
American Portfolios Advisors
New York
$5.7M +$5.48M +77,921 +2,585%
CWA
57
Clarus Wealth Advisors
Arizona
$5.58M +$144K +2,108 +3%
RFA
58
RTD Financial Advisors
Pennsylvania
$5.4M +$189K +2,689 +4%
GIA
59
Gladstone Institutional Advisory
Florida
$5.37M +$11.8K +167 +0.2%
SFG
60
Sage Financial Group
Pennsylvania
$5.36M +$190K +2,702 +4%
WP
61
WealthShield Partners
North Carolina
$5.32M +$5.32M +75,653 New
PWMG
62
Prestige Wealth Management Group
New Jersey
$5.32M +$129K +1,839 +2%
BRWA
63
B. Riley Wealth Advisors
Florida
$4.74M +$4.74M +67,319 New
Koshinski Asset Management
64
Koshinski Asset Management
Illinois
$4.54M +$193K +2,742 +4%
SEIA
65
Signature Estate & Investment Advisors
California
$4.36M -$181K -2,578 -4%
Mariner
66
Mariner
Kansas
$4.34M -$196K -2,788 -4%
Bank of America
67
Bank of America
North Carolina
$4.28M +$403K +5,732 +10%
AWA
68
ARQ Wealth Advisors
Arizona
$4.15M +$906K +12,880 +28%
Northwestern Mutual Wealth Management
69
Northwestern Mutual Wealth Management
Wisconsin
$4.13M +$642K +9,127 +18%
FWM
70
Foresight Wealth Management
Utah
$4.01M -$53.1K -754 -1%
SAF
71
Smith Anglin Financial
Texas
$3.99M -$309K -4,393 -7%
DSN
72
D. Scott Neal
Kentucky
$3.93M +$19.6K +278 +0.5%
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$3.85M +$2.51M +35,721 +189%
CWA
74
Centennial Wealth Advisory
Michigan
$3.72M +$3.72M +52,823 New
IA
75
IFP Advisors
Florida
$3.7M +$2.61M +34,381 +241%
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