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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

129 hedge funds and large institutions have $579M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+12
Holders Change %
+10.26%
% of All Funds
2.95%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.21%
New
21
Increased
54
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$75.2M
2
FWP
FAS Wealth Partners
Kansas
+$20.3M
3
MWA
MFA Wealth Advisors
Pennsylvania
+$10.5M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.79M
5
MIAN
Mariner Independent Advisor Network
Kansas
+$2.84M

Top Sellers

1
VAS
Valicenti Advisory Services
New York
-$1.96M
2
ACM
AlphaStar Capital Management
North Carolina
-$1.58M
3
CA
Cetera Advisors
Colorado
-$859K
4
CF
Centaurus Financial
California
-$278K
5
AP
Appleton Partners
Massachusetts
-$244K
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
101
Ancora Advisors
Ohio
$32K +$32K +600 New
TCM
102
Tradewinds Capital Management
Washington
$30K -$29.8K -546 -50%
JGIA
103
Jackson Grant Investment Advisers
Connecticut
$29K – – –
SA
104
SRH Advisors
Kansas
$27K +$106 +2 +0.4%
Citigroup
105
Citigroup
New York
$19K +$3.17K +60 +20%
SPIA
106
Steward Partners Investment Advisory
New York
$15K – – –
PWAG
107
Polaris Wealth Advisory Group
California
$15K +$7.5K +144 +100%
RFC
108
Regions Financial Corp
Alabama
$13K – – –
APA
109
American Portfolios Advisors
New York
$12.6K – – –
MCM
110
Manchester Capital Management
Vermont
$12K – – –
US Bancorp
111
US Bancorp
Minnesota
$9K – – –
IF
112
Ironwood Financial
Arizona
$9K – – –
VFA
113
Valeo Financial Advisors
Indiana
$9K +$49 +1 +0.5%
Northwestern Mutual Wealth Management
114
Northwestern Mutual Wealth Management
Wisconsin
$6K -$24.1K -482 -80%
RWA
115
River Wealth Advisors
Pennsylvania
$6K – – –
PFGIA
116
Patriot Financial Group Insurance Agency
Massachusetts
$4K +$4K +72 New
MA
117
MCF Advisors
Kentucky
$3K -$268 -5 -8%
CAGAS
118
Capital Advisory Group Advisory Services
Minnesota
$3K +$3K +55 New
HS
119
Horan Securities
United States
$2K – – –
SIS
120
Sound Income Strategies
Florida
$2K +$2K +36 New
Carson Wealth (CWM LLC)
121
Carson Wealth (CWM LLC)
Nebraska
$2K +$2K +41 New
RCAG
122
Rehmann Capital Advisory Group
Michigan
$1.29K +$1.29K +24 New
BlackRock
123
BlackRock
New York
$1K – – –
FFW
124
Fusion Family Wealth
New York
$1K +$91 +2 +10%
CF
125
Centaurus Financial
California
$257 -$278K -5,404 -100%
2 3 4
5
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