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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

274 hedge funds and large institutions have $1.05B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-23
Holders Change %
-7.74%
% of All Funds
4.63%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.29%
New
30
Increased
104
Reduced
92
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$87.9M
2
LPL Financial
2
LPL Financial
California
$76.6M
3
PPW
3
Parcion Private Wealth
Washington
$5.71M
4
FNT
4
First National Trust
Pennsylvania
$18.2M
5
MWM
5
Minot Wealth Management
Massachusetts
$9.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.92M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.7M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$6.45M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$0
5
IWM
5
IHT Wealth Management
Illinois
$799K
Name Holding Trade Value Shares
Change 		Shares
Change %
CF
76
Centaurus Financial
California
$2.61M +$2.51M +41,428 +2,500%
APP
77
Avantax Planning Partners
Iowa
$2.44M +$186K +3,074 +8%
CSPIA
78
Cary Street Partners Investment Advisory
Virginia
$2.31M +$241K +3,982 +12%
PFA
79
Pinnacle Family Advisors
Missouri
$2.31M +$1.9M +31,330 +459%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$2.3M +$65.7K +1,085 +3%
CAG
81
Csenge Advisory Group
Florida
$2.24M +$1.5M +24,717 +202%
UBS Group
82
UBS Group
Switzerland
$2.22M -$553K -9,141 -20%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$2.17M -$1.38M -22,735 -39%
FGG
84
Financial Guidance Group
Florida
$2.16M +$400K +6,620 +23%
CWM
85
Capital Wealth Management
Rhode Island
$1.98M -$267K -4,408 -12%
SWA
86
Stratos Wealth Advisors
Ohio
$1.97M -$9.62K -159 -0.5%
BCM
87
Barden Capital Management
Texas
$1.91M +$109K +1,801 +6%
AFAS
88
Acorn Financial Advisory Services
Virginia
$1.91M – – –
WAM
89
Weinberger Asset Management
California
$1.9M -$10.2K -169 -0.5%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$1.87M +$262K +4,327 +16%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$1.84M +$628K +10,372 +52%
OMC
92
Old Mission Capital
Illinois
$1.8M +$1.47M +24,252 +443%
FFG
93
Fullen Financial Group
Ohio
$1.8M +$48.8K +807 +3%
Ameriprise
94
Ameriprise
Minnesota
$1.79M -$1.02M -16,897 -36%
WA
95
Wambolt & Associates
Colorado
$1.61M +$18.9K +312 +1%
Truist Financial
96
Truist Financial
North Carolina
$1.58M +$491K +8,112 +45%
CMP
97
Courage Miller Partners
Virginia
$1.5M +$34.6K +572 +2%
OAM
98
Oak Asset Management
California
$1.5M +$1.5M +24,813 New
Creative Planning
99
Creative Planning
Kansas
$1.44M -$1.18M -19,434 -45%
GWM
100
Geneos Wealth Management
Colorado
$1.42M -$5.51K -90 -0.4%
2 3
4
5 6