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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

297 hedge funds and large institutions have $2.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+32
Holders Change %
+12.08%
% of All Funds
4.7%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
61
Increased
108
Reduced
84
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$360M
2
Osaic Holdings
Osaic Holdings
Arizona
+$194M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$144M
4
OPS
Orion Portfolio Solutions
Nebraska
+$48.8M
5
IWM
IHT Wealth Management
Illinois
+$20.9M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$13.4M
2
NP
NorthRock Partners
Minnesota
-$13M
3
FIM
Freedom Investment Management
Connecticut
-$11.8M
4
RJA
Raymond James & Associates
Florida
-$8.82M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
WWM
76
Windsor Wealth Management
Indiana
$3.67M -$67.5K -986 -2%
AFS
77
Annapolis Financial Services
Maryland
$3.67M -$44.1K -626 -1%
IWP
78
IAG Wealth Partners
Wisconsin
$3.64M -$14.5K -206 -0.4%
Ameriprise
79
Ameriprise
Minnesota
$3.27M +$17.7K +251 +0.5%
UBS Group
80
UBS Group
Switzerland
$3.22M -$496K -7,050 -13%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$3.2M +$59.5K +845 +2%
JWS
82
Juncture Wealth Strategies
Arizona
$3.14M +$94.2K +1,338 +3%
AWS
83
Atria Wealth Solutions
New York
$3.13M +$3.13M +44,436 New
CFG
84
Cooper Financial Group
California
$3.11M +$1.44M +20,490 +86%
Creative Planning
85
Creative Planning
Kansas
$3.05M +$1.33M +18,908 +78%
Goldman Sachs
86
Goldman Sachs
New York
$3.04M +$2.03M +28,782 +199%
Royal Bank of Canada
87
Royal Bank of Canada
Ontario, Canada
$3.03M -$2.76M -39,222 -48%
B
88
Bailard
California
$2.74M +$2.74M +38,865 New
APP
89
Avantax Planning Partners
Iowa
$2.62M -$33.7K -479 -1%
CWM
90
Capital Wealth Management
Rhode Island
$2.61M -$193K -2,736 -7%
RJFSA
91
Raymond James Financial Services Advisors
Florida
$2.59M -$57.6K -818 -2%
FIA
92
Foundations Investment Advisors
Arizona
$2.47M +$43K +624 +2%
CSPIA
93
Cary Street Partners Investment Advisory
Virginia
$2.4M +$292K +4,149 +14%
SWA
94
Stratos Wealth Advisors
Ohio
$2.3M -$1.01M -14,405 -31%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$2.23M +$37.3K +530 +2%
WAM
96
Weinberger Asset Management
California
$2.22M -$86.7K -1,232 -4%
AFAS
97
Acorn Financial Advisory Services
Virginia
$2.22M – – –
BCM
98
Barden Capital Management
Texas
$2.1M +$113K +1,603 +6%
FGG
99
Financial Guidance Group
Florida
$2.05M +$2.05M +29,118 New
FFG
100
Fullen Financial Group
Ohio
$2.03M -$57.4K -815 -3%
2 3
4
5 6