MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

274 hedge funds and large institutions have $1.05B invested in 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
Holders
274
Holders Change
-23
Holders Change %
-7.74%
% of All Funds
4.63%
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
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$87.9M
2
LPL Financial
2
LPL Financial
California
$76.6M
3
PPW
3
Parcion Private Wealth
Washington
$5.71M
4
FNT
4
First National Trust
Pennsylvania
$18.2M
5
MWM
5
Minot Wealth Management
Massachusetts
$9.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.92M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.7M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$6.45M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$0
5
IWM
5
IHT Wealth Management
Illinois
$799K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWA
51
Clarus Wealth Advisors
Arizona
$4.91M -$73.5K -1,208 -1%
RFA
52
RTD Financial Advisors
Pennsylvania
$4.83M +$184K +3,042 +4%
WP
53
WealthShield Partners
North Carolina
$4.82M +$241K +3,988 +5%
KOC
54
Koss-Olinger Consulting
Florida
$4.69M -$250K -4,135 -5%
PWMG
55
Prestige Wealth Management Group
New Jersey
$4.66M +$91K +1,504 +2%
GIA
56
Gladstone Institutional Advisory
Florida
$4.58M -$35.2K -581 -0.8%
SFG
57
Sage Financial Group
Pennsylvania
$4.52M -$83.2K -1,375 -2%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$4.32M +$1.57M +25,939 +57%
Mariner
59
Mariner
Kansas
$4.07M +$340K +5,615 +9%
Bank of America
60
Bank of America
North Carolina
$3.9M +$224K +3,704 +6%
Koshinski Asset Management
61
Koshinski Asset Management
Illinois
$3.89M -$19K -314 -0.5%
SEIA
62
Signature Estate & Investment Advisors
California
$3.82M +$73.8K +1,220 +2%
IA
63
IFP Advisors
Florida
$3.7M – – –
AWA
64
ARQ Wealth Advisors
Arizona
$3.63M +$66.4K +1,097 +2%
SAF
65
Smith Anglin Financial
Texas
$3.44M +$5.02K +83 +0.1%
FWM
66
Foresight Wealth Management
Utah
$3.43M -$12.3K -204 -0.4%
IWP
67
IAG Wealth Partners
Wisconsin
$3.21M +$78.6K +1,299 +3%
AFS
68
Annapolis Financial Services
Maryland
$3.19M +$38.4K +634 +1%
WWM
69
Windsor Wealth Management
Indiana
$3.17M -$81.5K -1,347 -3%
DSN
70
D. Scott Neal
Kentucky
$2.82M -$556K -9,194 -16%
Royal Bank of Canada
71
Royal Bank of Canada
Ontario, Canada
$2.78M +$180K +2,967 +7%
B
72
Bailard
California
$2.73M +$383K +6,327 +16%
CFG
73
Cooper Financial Group
California
$2.69M +$11.9K +196 +0.4%
JWS
74
Juncture Wealth Strategies
Arizona
$2.67M -$33.2K -548 -1%
Goldman Sachs
75
Goldman Sachs
New York
$2.66M +$38.1K +630 +1%
1 2
3
4 5