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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

112 hedge funds and large institutions have $185M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
15
Increased
54
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.77M
2
ACM
AlphaStar Capital Management
North Carolina
+$3.35M
3
FIM
Freedom Investment Management
Connecticut
+$2.76M
4
HH
Hilltop Holdings
Texas
+$2.6M
5
FNT
First National Trust
Pennsylvania
+$2.58M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
-$6.87M
2
OA
Opes Advisors
California
-$1.6M
3
CG
Colony Group
Massachusetts
-$960K
4
AP
Appleton Partners
Massachusetts
-$869K
5
CA
Corrado Advisors
New Jersey
-$704K
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
76
Wealthspire Advisors (Maryland)
Maryland
$208K -$8.86K -178 -4%
AWM
77
Arbor Wealth Management
Florida
$207K -$11.8K -230 -5%
LNC
78
Lincoln National Corp
Pennsylvania
$205K -$204K -4,102 -50%
AWM
79
Avior Wealth Management
Nebraska
$193K +$78.8K +1,588 +69%
TRCT
80
Tower Research Capital (TRC)
New York
$178K -$38.3K -768 -18%
IA
81
IFP Advisors
Florida
$123K – – –
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$121K +$7.88K +162 +7%
VIA
83
Vantage Investment Advisors
Pennsylvania
$108K +$5.25K +106 +5%
PFBT
84
Parkside Financial Bank & Trust
Missouri
$65K -$2.28K -46 -3%
TCM
85
Tradewinds Capital Management
Washington
$63K -$14.6K -292 -19%
AIM
86
Arcadia Investment Management
Michigan
$49K – – –
FRA
87
Front Row Advisors
California
$48K – – –
Financial Engines Advisors
88
Financial Engines Advisors
California
$47K -$102K -2,060 -68%
PFA
89
Pathway Financial Advisors
Vermont
$42K +$42K +840 New
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$33K -$2.29K -46 -6%
RFC
91
Regions Financial Corp
Alabama
$30K +$11.7K +234 +64%
William Blair & Company
92
William Blair & Company
Illinois
$30K +$30K +600 New
JGIA
93
Jackson Grant Investment Advisers
Connecticut
$27K +$198 +4 +0.7%
SA
94
SRH Advisors
Kansas
$25K +$198 +4 +0.8%
ASN
95
Advisory Services Network
Georgia
$20K – – –
FGC
96
Financial Gravity Companies
Texas
$20K +$12K +246 +150%
FGAM
97
Financial Gravity Asset Management
Texas
$20K +$20K +410 New
Citigroup
98
Citigroup
New York
$15K – – –
MCM
99
Manchester Capital Management
Vermont
$15K – – –
OIA
100
OneDigital Investment Advisors
Kansas
$14K +$1.64K +34 +13%
1 2 3
4
5