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State Street SPDR S&P 400 Mid Cap Value ETF

274 hedge funds and large institutions have $1.05B invested in State Street 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

13% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 92

8% less funds holding

Funds holding: 297274 (-23)

14.96% less ownership

Funds ownership: 88.76%73.8% (-15%)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

39% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 49

48% less capital invested

Capital invested by funds: $2.01B → $1.05B (-$965M)

Holders
274
Holders Change
-23
Holders Change %
-7.74%
% of All Funds
4.62%
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
Name Holding Trade Value Shares
Change
Change in
Stake
CF
76
Centaurus Financial
California
$2.61M +$2.71M +41,428 +2,500%
APP
77
Avantax Planning Partners
Iowa
$2.44M +$201K +3,074 +8%
CSPIA
78
Cary Street Partners Investment Advisory
Virginia
$2.31M +$261K +3,982 +12%
PFA
79
Pinnacle Family Advisors
Missouri
$2.31M +$2.05M +31,330 +459%
RJFSA
80
Raymond James Financial Services Advisors
Florida
$2.3M +$71.1K +1,085 +3%
CAG
81
Csenge Advisory Group
Florida
$2.24M +$1.62M +24,717 +202%
UBS Group
82
UBS Group
Switzerland
$2.22M -$599K -9,141 -20%
Northwestern Mutual Wealth Management
83
Northwestern Mutual Wealth Management
Wisconsin
$2.17M -$1.49M -22,735 -39%
FGG
84
Financial Guidance Group
Florida
$2.16M +$434K +6,620 +23%
CWM
85
Capital Wealth Management
Rhode Island
$1.98M -$289K -4,408 -12%
SWA
86
Stratos Wealth Advisors
Ohio
$1.97M -$10.4K -159 -0.5%
BCM
87
Barden Capital Management
Texas
$1.91M +$118K +1,801 +6%
AFAS
88
Acorn Financial Advisory Services
Virginia
$1.91M
WAM
89
Weinberger Asset Management
California
$1.9M -$11.1K -169 -0.5%
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$1.87M +$283K +4,327 +16%
Cambridge Investment Research Advisors
91
Cambridge Investment Research Advisors
Iowa
$1.84M +$680K +10,372 +52%
OMC
92
Old Mission Capital
Illinois
$1.8M +$1.59M +24,252 +443%
FFG
93
Fullen Financial Group
Ohio
$1.8M +$52.9K +807 +3%
Ameriprise
94
Ameriprise
Minnesota
$1.78M -$1.11M -16,897 -36%
WA
95
Wambolt & Associates
Colorado
$1.61M +$20.4K +312 +1%
Truist Financial
96
Truist Financial
North Carolina
$1.58M +$531K +8,112 +45%
CMP
97
Courage Miller Partners
Virginia
$1.5M +$37.5K +572 +2%
OAM
98
Oak Asset Management
California
$1.5M +$1.63M +24,813 New
Creative Planning
99
Creative Planning
Kansas
$1.44M -$1.27M -19,434 -45%
GWM
100
Geneos Wealth Management
Colorado
$1.42M -$5.9K -90 -0.4%

MDYV Hedge Fund Activity: Q2 2022 in Review

274 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2022, worth a combined $1.05B — down 48% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of MDYV and 30 opened new positions — a net loss of 19 holders — while 92 trimmed existing stakes and 104 added.

The largest buyer was Financial Engines Advisors, adding an estimated $37.4M. The largest seller was Envestnet Asset Management, cutting an estimated $349M.

  • 274 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2022, down from 297 in Q1 2022.
  • Funds reported $1.05B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2022, down 48% quarter-over-quarter.
  • 30 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2022 and 49 closed out, a net change of -19 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $37.4M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $349M sold.

Based on aggregated 13F filings for Q2 2022.