MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

169 hedge funds and large institutions have $858M invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-34
Holders Change %
-16.75%
% of All Funds
3.73%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.13%
New
17
Increased
65
Reduced
67
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$39M
2
Stifel Financial
Stifel Financial
Missouri
+$36.7M
3
KA
Klingman & Associates
New York
+$10.5M
4
CIM
Confluence Investment Management
Missouri
+$9.9M
5
NP
NorthRock Partners
Minnesota
+$7.48M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
-$16.7M
2
KF
Krilogy Financial
Missouri
-$14M
3
V
Veritable
Delaware
-$5.24M
4
CC
Cassaday & Co
Virginia
-$4.87M
5
FSG
Financial Strategies Group
Michigan
-$4.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
76
Prime Capital Investment Advisors
Kansas
$800K -$1.69M -47,992 -68%
SCM
77
Southport Capital Management
Tennessee
$749K -$37.6K -1,065 -5%
MWPCG
78
Measured Wealth Private Client Group
New Hampshire
$736K +$220K +6,235 +43%
BA
79
Ballast Advisors
Minnesota
$725K -$20.1K -570 -3%
AF
80
Allworth Financial
California
$671K +$671K +19,032 New
FFN
81
Focus Financial Network
Minnesota
$655K -$39.4K -1,117 -6%
Cambridge Investment Research Advisors
82
Cambridge Investment Research Advisors
Iowa
$547K -$9.31K -264 -2%
OAM
83
Occidental Asset Management
California
$546K +$44.1K +1,251 +9%
M&T Bank
84
M&T Bank
New York
$520K +$520K +14,757 New
WI
85
WrapManager Inc
California
$486K -$200K -5,682 -29%
Thrivent Financial for Lutherans
86
Thrivent Financial for Lutherans
Minnesota
$474K -$302K – –
OWM
87
Opes Wealth Management
California
$457K -$161K -4,549 -26%
PWMG
88
Prestige Wealth Management Group
New Jersey
$451K -$27.9K -793 -6%
MML Investors Services
89
MML Investors Services
Massachusetts
$434K -$3.91K -111 -0.9%
PSF
90
Pacific Sun Financial
California
$417K +$22.9K +650 +6%
MWM
91
McNaughton Wealth Management
California
$375K -$320K -9,054 -46%
RCAG
92
Rehmann Capital Advisory Group
Michigan
$373K +$373K +10,347 New
RJA
93
Raymond James & Associates
Florida
$369K +$4.79K +136 +1%
WAP
94
Wealthcare Advisory Partners
Pennsylvania
$366K -$9.05K -257 -2%
CG
95
Colony Group
Massachusetts
$337K -$43.5K -1,235 -11%
IA
96
IFP Advisors
Florida
$336K -$996K -27,643 -75%
GWM
97
Geneos Wealth Management
Colorado
$314K -$6.33K -181 -2%
Principal Financial Group
98
Principal Financial Group
Iowa
$313K +$74.1K +2,101 +31%
Cetera Investment Advisers
99
Cetera Investment Advisers
Illinois
$306K +$59.4K +1,687 +24%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$306K +$253K +7,178 +476%
2 3
4
5 6