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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

264 hedge funds and large institutions have $1.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 112 increasing their positions, 78 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
264
Holders Change
-10
Holders Change %
-3.65%
% of All Funds
4.57%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
25
Increased
112
Reduced
78
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
1
Tradewinds Capital Management
Washington
$14.2M
2
EWA
2
EP Wealth Advisors
California
$11.2M
3
Wells Fargo
3
Wells Fargo
California
$20M
4
AWM
4
AE Wealth Management
Kansas
$5.93M
5
FWP
5
FAS Wealth Partners
Kansas
$43.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$54.6M
2
SA
2
Scarborough Advisors
Maryland
$0
3
RG
3
Retirement Group
California
$6.28M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.8M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CFG
76
Cooper Financial Group
California
$2.64M +$73K +1,263 +3%
B
77
Bailard
California
$2.64M +$23.8K +411 +0.9%
CF
78
Centaurus Financial
California
$2.62M +$127K +2,203 +5%
DSN
79
D. Scott Neal
Kentucky
$2.61M -$88.8K -1,535 -3%
FGG
80
Financial Guidance Group
Florida
$2.57M +$508K +8,787 +25%
Cambridge Investment Research Advisors
81
Cambridge Investment Research Advisors
Iowa
$2.4M +$642K +11,099 +36%
PFA
82
Pinnacle Family Advisors
Missouri
$2.31M +$106K +1,828 +5%
APP
83
Avantax Planning Partners
Iowa
$2.31M -$23.1K -399 -1%
CSPIA
84
Cary Street Partners Investment Advisory
Virginia
$2.23M +$26.1K +452 +1%
CAG
85
Csenge Advisory Group
Florida
$2.2M +$65K +1,124 +3%
Ameriprise
86
Ameriprise
Minnesota
$2.16M +$449K +7,767 +26%
RJFSA
87
Raymond James Financial Services Advisors
Florida
$2.08M -$110K -1,906 -5%
TRCT
88
Tower Research Capital (TRC)
New York
$2.03M +$1.91M +33,097 +1,691%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$2.02M +$232K +4,004 +13%
Northwestern Mutual Wealth Management
90
Northwestern Mutual Wealth Management
Wisconsin
$1.96M -$112K -1,943 -5%
FFG
91
Fullen Financial Group
Ohio
$1.94M +$22.3K +346 +1%
SWA
92
Stratos Wealth Advisors
Ohio
$1.88M -$116 -2 -0%
AFAS
93
Acorn Financial Advisory Services
Virginia
$1.82M – – –
CWM
94
Capital Wealth Management
Rhode Island
$1.8M -$86K -1,487 -5%
WAM
95
Weinberger Asset Management
California
$1.75M -$64.4K -1,113 -4%
BCM
96
Barden Capital Management
Texas
$1.75M -$72.5K -1,253 -4%
JWS
97
Juncture Wealth Strategies
Arizona
$1.63M -$915K -15,813 -36%
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$1.62M +$326K +5,638 +25%
WA
99
Wambolt & Associates
Colorado
$1.53M -$4.68K -81 -0.3%
CMP
100
Courage Miller Partners
Virginia
$1.46M +$20.9K +361 +1%
2 3
4
5 6