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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

129 hedge funds and large institutions have $579M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+12
Holders Change %
+10.26%
% of All Funds
2.95%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.21%
New
21
Increased
54
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$75.2M
2
FWP
FAS Wealth Partners
Kansas
+$20.3M
3
MWA
MFA Wealth Advisors
Pennsylvania
+$10.5M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.79M
5
MIAN
Mariner Independent Advisor Network
Kansas
+$2.84M

Top Sellers

1
VAS
Valicenti Advisory Services
New York
-$1.96M
2
ACM
AlphaStar Capital Management
North Carolina
-$1.58M
3
CA
Cetera Advisors
Colorado
-$859K
4
CF
Centaurus Financial
California
-$278K
5
AP
Appleton Partners
Massachusetts
-$244K
Name Holding Trade Value Shares
Change 		Shares
Change %
SWM
76
SeaCrest Wealth Management
New York
$313K – – –
CG
77
Colony Group
Massachusetts
$275K +$215 +4 +0.1%
BCM
78
Buckhead Capital Management
Georgia
$269K +$269K +5,000 New
BCM
79
Breiter Capital Management
Florida
$258K -$68.6K -1,278 -21%
Goldman Sachs
80
Goldman Sachs
New York
$254K +$254K +4,733 New
SRSA
81
S.R. Schill & Associates
Washington
$242K +$242K +4,498 New
11A
82
10-15 Associates
New York
$230K -$73.9K -1,376 -24%
PAG
83
Private Advisor Group
New Jersey
$223K -$71.8K -1,336 -24%
LNC
84
Lincoln National Corp
Pennsylvania
$219K -$3.33K -62 -1%
OCM
85
One Capital Management
California
$215K +$752 +14 +0.4%
AWM
86
Arbor Wealth Management
Florida
$205K – – –
WAM
87
Wealthspire Advisors (Maryland)
Maryland
$186K -$29.7K -552 -14%
VIA
88
Vantage Investment Advisors
Pennsylvania
$139K +$4.08K +76 +3%
FHA
89
Flagship Harbor Advisors
Massachusetts
$134K -$19.9K -373 -13%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$130K +$60K +1,114 +86%
TRCT
91
Tower Research Capital (TRC)
New York
$95K -$194K -3,605 -67%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$93K +$93K +1,728 New
FGAM
93
Financial Gravity Asset Management
Texas
$79K +$55.7K +1,162 +239%
PFBT
94
Parkside Financial Bank & Trust
Missouri
$66K -$4.92K -91 -7%
AIM
95
Arcadia Investment Management
Michigan
$53K – – –
Bank of Montreal
96
Bank of Montreal
Ontario, Canada
$36K – – –
PA
97
Parallel Advisors
California
$36K +$36K +674 New
SWP
98
Stratos Wealth Partners
Ohio
$34K +$34K +626 New
William Blair & Company
99
William Blair & Company
Illinois
$32K – – –
SCM
100
Southport Capital Management
Tennessee
$32K +$32K +598 New
2 3
4
5 6