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State Street SPDR S&P 400 Mid Cap Value ETF

274 hedge funds and large institutions have $1.05B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 92

8% less funds holding

Funds holding: 297274 (-23)

14.96% less ownership

Funds ownership: 88.76%73.8% (-15%)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

39% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 49

48% less capital invested

Capital invested by funds: $2.01B → $1.05B (-$965M)

Holders
274
Holders Change
-23
Holders Change %
-7.74%
% of All Funds
4.62%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.29%
New
30
Increased
104
Reduced
92
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CWA
51
Clarus Wealth Advisors
Arizona
$4.91M -$79.1K -1,208 -1%
RFA
52
RTD Financial Advisors
Pennsylvania
$4.83M +$199K +3,042 +4%
WP
53
WealthShield Partners
North Carolina
$4.82M +$261K +3,988 +5%
KOC
54
Koss-Olinger Consulting
Florida
$4.69M -$271K -4,135 -5%
PWMG
55
Prestige Wealth Management Group
New Jersey
$4.66M +$98.5K +1,504 +2%
GIA
56
Gladstone Institutional Advisory
Florida
$4.58M -$38.1K -581 -0.8%
SFG
57
Sage Financial Group
Pennsylvania
$4.52M -$90.1K -1,375 -2%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$4.32M +$1.7M +25,939 +57%
Mariner
59
Mariner
Kansas
$4.07M +$368K +5,615 +9%
Bank of America
60
Bank of America
North Carolina
$3.9M +$243K +3,704 +6%
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$3.89M -$20.6K -314 -0.5%
SEIA
62
Signature Estate & Investment Advisors
California
$3.82M +$79.9K +1,220 +2%
IA
63
IFP Advisors
Florida
$3.7M
AWA
64
ARQ Wealth Advisors
Arizona
$3.63M +$71.9K +1,097 +2%
SAF
65
Smith Anglin Financial
Texas
$3.44M +$5.44K +83 +0.1%
FWM
66
Foresight Wealth Management
Utah
$3.43M -$13.4K -204 -0.4%
IWP
67
IAG Wealth Partners
Wisconsin
$3.21M +$85.1K +1,299 +3%
AFS
68
Annapolis Financial Services
Maryland
$3.19M +$41.5K +634 +1%
WWM
69
Windsor Wealth Management
Indiana
$3.17M -$88.3K -1,347 -3%
DSN
70
D. Scott Neal
Kentucky
$2.82M -$602K -9,194 -16%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$2.78M +$194K +2,967 +7%
B
72
Bailard
California
$2.73M +$415K +6,327 +16%
CFG
73
Cooper Financial Group
California
$2.69M +$12.8K +196 +0.4%
JWS
74
Juncture Wealth Strategies
Arizona
$2.67M -$35.9K -548 -1%
Goldman Sachs
75
Goldman Sachs
New York
$2.65M +$41.3K +630 +1%

MDYV Hedge Fund Activity: Q2 2022 in Review

274 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2022, worth a combined $1.05B — down 48% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of MDYV and 30 opened new positions — a net loss of 19 holders — while 92 trimmed existing stakes and 104 added.

The largest buyer was Financial Engines Advisors, adding an estimated $37.4M. The largest seller was Envestnet Asset Management, cutting an estimated $349M.

  • 274 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2022, down from 297 in Q1 2022.
  • Funds reported $1.05B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2022, down 48% quarter-over-quarter.
  • 30 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2022 and 49 closed out, a net change of -19 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $37.4M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $349M sold.

Based on aggregated 13F filings for Q2 2022.