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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

146 hedge funds and large institutions have $553M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+17
Holders Change %
+13.18%
% of All Funds
3.26%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
41
Increased
63
Reduced
27
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
Cardan Capital Partners
Colorado
+$11M
2
V
Veritable
Delaware
+$9.3M
3
CC
Cassaday & Co
Virginia
+$6.26M
4
MWM
Merriman Wealth Management
Washington
+$4.69M
5
CA
Centerpoint Advisors
Massachusetts
+$4.16M

Top Sellers

1
AA
Advisory Alpha
Michigan
-$16.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$14.6M
3
RJA
Raymond James & Associates
Florida
-$5.31M
4
SAM
Stringer Asset Management
Tennessee
-$3.42M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
AI
76
Atria Investments
North Carolina
$470K +$470K +10,605 New
JIC
77
Johnson Investment Counsel
Ohio
$469K -$4.12K -94 -0.9%
BFM
78
Broadview Financial Management
Wisconsin
$436K +$17.2K +388 +4%
SFSIG
79
San Francisco Sentry Investment Group
California
$422K -$4.35K -98 -1%
GWA
80
Guidant Wealth Advisors
Illinois
$377K +$377K +8,519 New
CCT
81
Country Club Trust
Missouri
$365K +$365K +8,235 New
LI
82
LVZ Inc
Michigan
$348K +$30.1K +679 +9%
GWM
83
Geneos Wealth Management
Colorado
$342K +$53.1K +1,208 +18%
PNC Financial Services Group
84
PNC Financial Services Group
Pennsylvania
$336K -$105K -2,368 -24%
CNBT
85
Canandaigua National Bank & Trust
New York
$311K +$311K +7,003 New
Principal Financial Group
86
Principal Financial Group
Iowa
$310K +$310K +6,987 New
FVWA
87
Foster Victor Wealth Advisors
South Carolina
$307K +$307K +6,930 New
TPW
88
Tiller Private Wealth
Pennsylvania
$293K +$9.79K +221 +3%
HSA
89
HBK Sorce Advisory
Pennsylvania
$283K – – –
3C
90
361 Capital
Colorado
$282K -$46.8K -1,054 -14%
AWA
91
Acorn Wealth Advisors
Michigan
$266K -$32.2K -689 -11%
AIC
92
Ameritas Investment Company
Nebraska
$263K +$263K +5,939 New
SPIA
93
Steward Partners Investment Advisory
New York
$242K +$230K +5,202 +1,927%
TSS
94
Two Sigma Securities
New York
$223K +$223K +5,031 New
RJA
95
Raymond James & Associates
Florida
$222K -$5.31M -119,947 -96%
BCM
96
Buckhead Capital Management
Georgia
$222K – – –
SCA
97
STALEY CAPITAL ADVISERS
Pennsylvania
$216K -$355K -8,000 -62%
PAG
98
Private Advisor Group
New Jersey
$210K +$26K +587 +14%
LNC
99
Lincoln National Corp
Pennsylvania
$200K +$18.9K +424 +10%
SWM
100
SeaCrest Wealth Management
New York
$171K -$88.4K -1,988 -34%
2 3
4
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