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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

240 hedge funds and large institutions have $1.26B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+24
Holders Change %
+11.11%
% of All Funds
4.19%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
38
Increased
81
Reduced
89
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$189M
2
FMP
Financial Management Professionals
Texas
+$58.2M
3
TCM
Tradewinds Capital Management
Washington
+$16.9M
4
FC
Ferris Capital
Massachusetts
+$7.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.84M

Top Sellers

1
AWM
Avior Wealth Management
Nebraska
-$46.6M
2
OPS
Orion Portfolio Solutions
Nebraska
-$44.7M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$18.4M
4
LPL Financial
LPL Financial
California
-$13.1M
5
Stifel Financial
Stifel Financial
Missouri
-$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
76
Omega Financial Group
California
$2.65M -$632K -9,364 -19%
Bank of America
77
Bank of America
North Carolina
$2.53M -$240K -3,552 -9%
RJFSA
78
Raymond James Financial Services Advisors
Florida
$2.52M -$41.7K -618 -2%
CIC
79
Cornercap Investment Counsel
Georgia
$2.49M -$39.9K -591 -2%
JWS
80
Juncture Wealth Strategies
Arizona
$2.43M +$304K +4,453 +14%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$2.28M -$118K -1,746 -5%
JWCA
82
J.W. Cole Advisors
Florida
$2.28M +$165K +2,446 +8%
AFAS
83
Acorn Financial Advisory Services
Virginia
$2.13M -$28.9K -429 -1%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$2.11M -$125K -1,848 -6%
Mercer Global Advisors
85
Mercer Global Advisors
Colorado
$2.1M -$19.5K -289 -0.9%
Cambridge Investment Research Advisors
86
Cambridge Investment Research Advisors
Iowa
$2.06M +$498K +7,378 +32%
FFG
87
Fullen Financial Group
Ohio
$2.02M -$3.85K -57 -0.2%
Goldman Sachs
88
Goldman Sachs
New York
$1.97M +$240K +3,548 +14%
CSPIA
89
Cary Street Partners Investment Advisory
Virginia
$1.94M -$10.7K -158 -0.5%
WA
90
Wambolt & Associates
Colorado
$1.82M +$25K +367 +1%
CWM
91
Capital Wealth Management
Rhode Island
$1.8M +$1.8M +26,664 New
MIAN
92
Mariner Independent Advisor Network
Kansas
$1.76M +$760K +11,253 +76%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$1.72M – – –
MML Investors Services
94
MML Investors Services
Massachusetts
$1.7M +$856K +12,681 +101%
KF
95
Krilogy Financial
Missouri
$1.64M -$59.7K -885 -4%
PFA
96
Pure Financial Advisors
California
$1.54M -$82.4K -1,220 -5%
CMP
97
Courage Miller Partners
Virginia
$1.54M +$8.31K +123 +0.5%
Creative Planning
98
Creative Planning
Kansas
$1.49M -$227K -3,369 -13%
1WM
99
1900 Wealth Management
Texas
$1.38M +$1.38M +20,497 New
Cetera Investment Advisers
100
Cetera Investment Advisers
Illinois
$1.26M +$47.6K +705 +4%
2 3
4
5 6