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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

117 hedge funds and large institutions have $432M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
13
Increased
52
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$255M
2
GIA
GHP Investment Advisors
Colorado
+$5.35M
3
AA
Advisory Alpha
Michigan
+$1.35M
4
Morgan Stanley
Morgan Stanley
New York
+$1.09M
5
ML
McAdam LLC
Pennsylvania
+$988K

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$6.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.4M
3
TW
Transform Wealth
Colorado
-$2.99M
4
HH
Hilltop Holdings
Texas
-$2.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
76
Acorn Wealth Advisors
Michigan
$263K +$15.1K +289 +6%
LNC
77
Lincoln National Corp
Pennsylvania
$215K +$520 +10 +0.2%
WAM
78
Wealthspire Advisors (Maryland)
Maryland
$209K -$8.64K -166 -4%
OCM
79
One Capital Management
California
$208K +$208K +3,991 New
AWM
80
Arbor Wealth Management
Florida
$203K -$10K -189 -5%
IA
81
IFP Advisors
Florida
$180K +$55.5K +1,068 +45%
FHA
82
Flagship Harbor Advisors
Massachusetts
$149K +$149K +2,880 New
VIA
83
Vantage Investment Advisors
Pennsylvania
$131K +$17.5K +336 +15%
JFA
84
JNBA Financial Advisors
Minnesota
$112K +$112K +2,162 New
CAPTRUST Financial Advisors
85
CAPTRUST Financial Advisors
North Carolina
$68K -$62.2K -1,189 -48%
PFBT
86
Parkside Financial Bank & Trust
Missouri
$68K -$52 -1 -0.1%
Manulife (Manufacturers Life Insurance)
87
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$61K +$56.6K +1,082 +1,288%
TCM
88
Tradewinds Capital Management
Washington
$57K -$8.43K -162 -13%
AIM
89
Arcadia Investment Management
Michigan
$51K – – –
PFA
90
Pathway Financial Advisors
Vermont
$44K +$620 +12 +1%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$34K – – –
William Blair & Company
92
William Blair & Company
Illinois
$31K – – –
Northwestern Mutual Wealth Management
93
Northwestern Mutual Wealth Management
Wisconsin
$31K +$24.8K +482 +402%
BCA
94
Bay Colony Advisors
Massachusetts
$28K +$28K +530 New
JGIA
95
Jackson Grant Investment Advisers
Connecticut
$27K +$99 +2 +0.4%
SA
96
SRH Advisors
Kansas
$26K +$51 +1 +0.2%
FGAM
97
Financial Gravity Asset Management
Texas
$26K +$4.07K +76 +19%
Citigroup
98
Citigroup
New York
$16K – – –
OIA
99
OneDigital Investment Advisors
Kansas
$15K +$52 +1 +0.3%
PWAG
100
Polaris Wealth Advisory Group
California
$14K -$14K -144 -50%
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