MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

235 hedge funds and large institutions have $990M invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-5
Holders Change %
-2.08%
% of All Funds
4.13%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
16
Increased
97
Reduced
79
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DSN
D. Scott Neal
Kentucky
+$14.2M
2
LPL Financial
LPL Financial
California
+$9.9M
3
AWM
Avior Wealth Management
Nebraska
+$5.97M
4
Stifel Financial
Stifel Financial
Missouri
+$4.73M
5
AA
Alesco Advisors
New York
+$2.98M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$190M
2
FMP
Financial Management Professionals
Texas
-$56.4M
3
MWM
Merriman Wealth Management
Washington
-$14.8M
4
FC
Ferris Capital
Massachusetts
-$7.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
AFAS
76
Acorn Financial Advisory Services
Virginia
$2.09M – – –
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$2.06M +$9.27K +140 +0.5%
CAPTRUST Financial Advisors
78
CAPTRUST Financial Advisors
North Carolina
$2.05M -$15.5K -234 -0.8%
FFG
79
Fullen Financial Group
Ohio
$2.01M -$6.75K -100 -0.3%
CSPIA
80
Cary Street Partners Investment Advisory
Virginia
$2.01M +$111K +1,683 +6%
CIC
81
Cornercap Investment Counsel
Georgia
$1.96M -$484K -7,301 -20%
MIAN
82
Mariner Independent Advisor Network
Kansas
$1.9M +$162K +2,435 +9%
WA
83
Wambolt & Associates
Colorado
$1.83M +$26.7K +395 +1%
OFG
84
Omega Financial Group
California
$1.81M -$786K -11,874 -30%
Cambridge Investment Research Advisors
85
Cambridge Investment Research Advisors
Iowa
$1.81M -$207K -3,129 -10%
Creative Planning
86
Creative Planning
Kansas
$1.56M +$101K +1,527 +7%
PFA
87
Pure Financial Advisors
California
$1.51M -$6.56K -99 -0.4%
CMP
88
Courage Miller Partners
Virginia
$1.5M -$15.5K -234 -1%
CFG
89
Cooper Financial Group
California
$1.36M +$142K +2,138 +12%
KF
90
Krilogy Financial
Missouri
$1.35M -$257K -3,877 -16%
Cetera Investment Advisers
91
Cetera Investment Advisers
Illinois
$1.3M +$61.6K +930 +5%
Citadel Advisors
92
Citadel Advisors
Florida
$1.24M +$483K +7,294 +64%
OAM
93
Occidental Asset Management
California
$1.23M +$45.9K +693 +4%
CC
94
Courier Capital
New York
$1.19M – – –
AF
95
Allworth Financial
California
$1.16M +$63.3K +955 +6%
Thrivent Financial for Lutherans
96
Thrivent Financial for Lutherans
Minnesota
$1.13M -$1.11M – –
SC
97
Slow Capital
California
$1.12M -$60.8K -919 -5%
RFA
98
Reilly Financial Advisors
California
$1.1M +$33.4K +504 +3%
GWM
99
Geneos Wealth Management
Colorado
$1.04M -$2.57K -38 -0.2%
KAS
100
Kestra Advisory Services
Texas
$1.02M +$228K +3,450 +29%
2 3
4
5 6