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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

216 hedge funds and large institutions have $1.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
3.8%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
30
Increased
62
Reduced
91
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$22.5M
2
IWM
IHT Wealth Management
Illinois
+$12.8M
3
KW
KWB Wealth
California
+$7.64M
4
OPS
Orion Portfolio Solutions
Nebraska
+$6.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$299M
2
Osaic Holdings
Osaic Holdings
Arizona
-$149M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$92M
4
Stifel Financial
Stifel Financial
Missouri
-$28.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIC
76
Cornercap Investment Counsel
Georgia
$2.46M -$664K -10,146 -21%
OMC
77
Old Mission Capital
Illinois
$2.44M +$2.44M +37,229 New
AWM
78
AE Wealth Management
Kansas
$2.39M -$1.74M -26,667 -42%
CI
79
Cavalier Investments
Georgia
$2.33M -$527K -8,051 -18%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$2.33M +$1.27M +19,354 +119%
Jane Street
81
Jane Street
New York
$2.27M +$2.27M +34,660 New
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$2.16M -$491K -7,500 -19%
AFAS
83
Acorn Financial Advisory Services
Virginia
$2.12M – – –
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$2.05M -$32.7K -499 -2%
JWCA
85
J.W. Cole Advisors
Florida
$2.04M +$1.16M +17,725 +131%
JWS
86
Juncture Wealth Strategies
Arizona
$2.04M +$66.4K +1,010 +3%
FFG
87
Fullen Financial Group
Ohio
$1.96M +$15.7K +240 +0.8%
CSPIA
88
Cary Street Partners Investment Advisory
Virginia
$1.89M +$107K +1,633 +6%
WA
89
Wambolt & Associates
Colorado
$1.74M +$4.04K +61 +0.2%
Carson Wealth (CWM LLC)
90
Carson Wealth (CWM LLC)
Nebraska
$1.72M – – –
Goldman Sachs
91
Goldman Sachs
New York
$1.67M – – –
Creative Planning
92
Creative Planning
Kansas
$1.66M +$22.5K +344 +1%
KF
93
Krilogy Financial
Missouri
$1.64M -$118K -1,798 -7%
PFA
94
Pure Financial Advisors
California
$1.57M -$201K -3,078 -11%
Cambridge Investment Research Advisors
95
Cambridge Investment Research Advisors
Iowa
$1.51M +$1.19M +18,222 +376%
CMP
96
Courage Miller Partners
Virginia
$1.48M -$9.16K -140 -0.6%
OAM
97
Occidental Asset Management
California
$1.34M -$3.08K -47 -0.2%
Cetera Investment Advisers
98
Cetera Investment Advisers
Illinois
$1.18M -$2.55M -39,038 -68%
FTUS
99
Flow Traders U.S.
New York
$1.18M +$1.18M +17,967 New
RFA
100
Reilly Financial Advisors
California
$1.13M -$194K -2,963 -15%
2 3
4
5 6