MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

265 hedge funds and large institutions have $1.14B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+30
Holders Change %
+12.77%
% of All Funds
4.09%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.23%
New
51
Increased
101
Reduced
76
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$16.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.8M
3
MWM
Merriman Wealth Management
Washington
+$13.6M
4
RJA
Raymond James & Associates
Florida
+$11.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$8.01M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$26.1M
2
DSN
D. Scott Neal
Kentucky
-$11.3M
3
IWM
IHT Wealth Management
Illinois
-$8.79M
4
EWM
Executive Wealth Management
Michigan
-$3.82M
5
FWP
FAS Wealth Partners
Kansas
-$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
FIA
76
Foundations Investment Advisors
Arizona
$2.53M +$2.53M +35,229 New
WAM
77
Weinberger Asset Management
California
$2.34M +$2.34M +32,843 New
AFAS
78
Acorn Financial Advisory Services
Virginia
$2.25M – – –
Mercer Global Advisors
79
Mercer Global Advisors
Colorado
$2.21M -$3.2K -45 -0.1%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$2.17M -$27.7K -389 -1%
Susquehanna International Group
81
Susquehanna International Group
Pennsylvania
$2.17M +$1.6M +22,528 +283%
CSPIA
82
Cary Street Partners Investment Advisory
Virginia
$2.13M -$25.9K -365 -1%
FFG
83
Fullen Financial Group
Ohio
$2.11M -$5.83K -82 -0.3%
Cambridge Investment Research Advisors
84
Cambridge Investment Research Advisors
Iowa
$2.1M +$155K +2,179 +8%
BCM
85
Barden Capital Management
Texas
$2M +$2M +28,165 New
WA
86
Wambolt & Associates
Colorado
$1.89M -$36.3K -511 -2%
MWPCG
87
Measured Wealth Private Client Group
New Hampshire
$1.76M -$1.24M -17,429 -41%
Creative Planning
88
Creative Planning
Kansas
$1.73M +$60.7K +854 +4%
CMP
89
Courage Miller Partners
Virginia
$1.7M +$93.5K +1,315 +6%
CFG
90
Cooper Financial Group
California
$1.69M +$226K +3,175 +15%
Janney Montgomery Scott
91
Janney Montgomery Scott
Pennsylvania
$1.59M +$1.59M +22,421 New
OFG
92
Omega Financial Group
California
$1.53M -$418K -5,882 -22%
PFA
93
Pure Financial Advisors
California
$1.52M -$100K -1,412 -6%
GWM
94
Geneos Wealth Management
Colorado
$1.39M +$300K +4,220 +27%
KF
95
Krilogy Financial
Missouri
$1.39M -$59.5K -837 -4%
Cetera Investment Advisers
96
Cetera Investment Advisers
Illinois
$1.35M -$50.3K -707 -4%
OAM
97
Occidental Asset Management
California
$1.32M -$2.92K -41 -0.2%
HI
98
Human Investing
Oregon
$1.31M +$1.31M +18,486 New
CC
99
Courier Capital
New York
$1.3M +$25.5K +359 +2%
SC
100
Slow Capital
California
$1.25M +$48.9K +688 +4%
2 3
4
5 6