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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

203 hedge funds and large institutions have $1.13B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+44
Holders Change %
+27.67%
% of All Funds
4.01%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.3%
New
57
Increased
82
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$24.5M
2
NP
NorthRock Partners
Minnesota
+$15.6M
3
TCM
Tradewinds Capital Management
Washington
+$4.13M
4
LFS
Lutz Financial Services
Nebraska
+$3.29M
5
CFA
Carroll Financial Associates
North Carolina
+$2.53M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$567M
2
WIA
World Investment Advisors
California
-$9.18M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$3.65M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.33M
5
CWA
Clarus Wealth Advisors
Arizona
-$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
76
Provident Wealth Management
Tennessee
$1.56M +$1.56M +28,426 New
LWM
77
Laidlaw Wealth Management
New York
$1.52M +$1.52M +27,730 New
RJFSA
78
Raymond James Financial Services Advisors
Florida
$1.43M +$24.2K +441 +2%
RFA
79
Reilly Financial Advisors
California
$1.42M +$5.92K +108 +0.4%
CCWA
80
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.31M -$228K -4,163 -15%
SCM
81
Southport Capital Management
Tennessee
$1.22M +$94K +1,717 +8%
CMP
82
Courage Miller Partners
Virginia
$1.19M +$8.99K +164 +0.8%
BA
83
Ballast Advisors
Minnesota
$1.16M +$1.16M +21,128 New
BFM
84
Broadview Financial Management
Wisconsin
$1.16M +$7.94K +145 +0.7%
AA
85
Alesco Advisors
New York
$1.12M -$22.2K -406 -2%
FFN
86
Focus Financial Network
Minnesota
$1.08M +$28.8K +525 +3%
MWM
87
McNaughton Wealth Management
California
$1.08M +$1.08M +19,680 New
WI
88
WrapManager Inc
California
$1.07M +$40.5K +740 +4%
PI
89
PHH Investments
Texas
$1.03M -$27.1K -494 -3%
OWM
90
Opes Wealth Management
California
$959K -$548K -9,992 -36%
PFGIA
91
Patriot Financial Group Insurance Agency
Massachusetts
$906K +$895K +16,342 +8,171%
Cambridge Investment Research Advisors
92
Cambridge Investment Research Advisors
Iowa
$864K +$596K +10,887 +222%
ACM
93
AlphaStar Capital Management
North Carolina
$845K +$404K +7,376 +92%
Stifel Financial
94
Stifel Financial
Missouri
$806K +$174K +3,167 +28%
MWPCG
95
Measured Wealth Private Client Group
New Hampshire
$802K +$802K +14,647 New
OAM
96
Occidental Asset Management
California
$779K +$15.7K +286 +2%
AWM
97
Adams Wealth Management
Utah
$763K +$763K +13,922 New
BAM
98
Belpointe Asset Management
Nevada
$761K -$38.2K -697 -5%
PWMG
99
Prestige Wealth Management Group
New Jersey
$744K +$1.53K +28 +0.2%
MML Investors Services
100
MML Investors Services
Massachusetts
$681K +$1.59K +29 +0.2%
2 3
4
5 6