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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

146 hedge funds and large institutions have $553M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+17
Holders Change %
+13.18%
% of All Funds
3.26%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
41
Increased
63
Reduced
27
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
Cardan Capital Partners
Colorado
+$11M
2
V
Veritable
Delaware
+$9.3M
3
CC
Cassaday & Co
Virginia
+$6.26M
4
MWM
Merriman Wealth Management
Washington
+$4.69M
5
CA
Centerpoint Advisors
Massachusetts
+$4.16M

Top Sellers

1
AA
Advisory Alpha
Michigan
-$16.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$14.6M
3
RJA
Raymond James & Associates
Florida
-$5.31M
4
SAM
Stringer Asset Management
Tennessee
-$3.42M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
WAM
101
Wealthspire Advisors (Maryland)
Maryland
$154K +$266 +6 +0.2%
RFC
102
Regions Financial Corp
Alabama
$142K +$132K +2,964 +1,267%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$140K +$32.7K +736 +31%
RCAG
104
Rehmann Capital Advisory Group
Michigan
$134K +$133K +2,994 +12,475%
AWM
105
Arbor Wealth Management
Florida
$128K -$41.9K -944 -25%
FFW
106
Fusion Family Wealth
New York
$104K +$103K +2,329 +10,586%
FHA
107
Flagship Harbor Advisors
Massachusetts
$97K -$13.2K -300 -12%
FGC
108
Financial Gravity Companies
Texas
$78K +$78K +1,581 New
Fidelity Investments
109
Fidelity Investments
Massachusetts
$77K +$1.06K +24 +1%
PGAM
110
Princeton Global Asset Management
New Jersey
$72K +$72K +1,616 New
BOPW
111
Brandywine Oak Private Wealth
Pennsylvania
$66K +$66K +1,500 New
PFBT
112
Parkside Financial Bank & Trust
Missouri
$61K +$6.39K +143 +12%
AIM
113
Arcadia Investment Management
Michigan
$44K – – –
FRA
114
Front Row Advisors
California
$43K – – –
PA
115
Parallel Advisors
California
$43K +$13.2K +300 +45%
Bank of Montreal
116
Bank of Montreal
Ontario, Canada
$29K – – –
William Blair & Company
117
William Blair & Company
Illinois
$27K – – –
Fifth Third Bancorp
118
Fifth Third Bancorp
Ohio
$26K +$26K +581 New
JGIA
119
Jackson Grant Investment Advisers
Connecticut
$24K +$87 +2 +0.4%
SA
120
SRH Advisors
Kansas
$23K +$135 +3 +0.6%
CFGS
121
Concourse Financial Group Securities
Alabama
$20K +$20K +452 New
Northwestern Mutual Wealth Management
122
Northwestern Mutual Wealth Management
Wisconsin
$16K +$10.7K +240 +200%
APA
123
American Portfolios Advisors
New York
$14.4K +$4.04K +91 +39%
Citigroup
124
Citigroup
New York
$13K -$2.6K -60 -17%
OIA
125
OneDigital Investment Advisors
Kansas
$13K +$13K +292 New
3 4
5
6 7