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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

163 hedge funds and large institutions have $1.02B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+17
Holders Change %
+11.64%
% of All Funds
3.53%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
35
Increased
55
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$260M
2
S
Schroders
United Kingdom
+$81.4M
3
Goldman Sachs
Goldman Sachs
New York
+$12.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.76M
5
CWA
Clarus Wealth Advisors
Arizona
+$5.43M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.21M
2
UBS Group
UBS Group
Switzerland
-$1.96M
3
FNT
First National Trust
Pennsylvania
-$1.61M
4
DSA
Droms Strauss Advisors
Missouri
-$1.48M
5
IA
IFP Advisors
Florida
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
101
Cambridge Investment Research Advisors
Iowa
$285K +$285K +5,658 New
Brown Advisory
102
Brown Advisory
Maryland
$269K +$269K +5,343 New
KA
103
Klingman & Associates
New York
$267K +$267K +5,300 New
RJA
104
Raymond James & Associates
Florida
$258K +$5.99K +119 +2%
BCM
105
Buckhead Capital Management
Georgia
$252K – – –
SCA
106
STALEY CAPITAL ADVISERS
Pennsylvania
$245K – – –
Thrivent Financial for Lutherans
107
Thrivent Financial for Lutherans
Minnesota
$242K – – –
LNC
108
Lincoln National Corp
Pennsylvania
$237K +$10.7K +213 +5%
PAG
109
Private Advisor Group
New Jersey
$228K -$17.6K -339 -7%
LFS
110
Lutz Financial Services
Nebraska
$224K +$224K +4,447 New
MSAM
111
Moloney Securities Asset Management
Missouri
$209K +$209K +4,156 New
OCM
112
One Capital Management
California
$201K +$201K +3,981 New
SWM
113
SeaCrest Wealth Management
New York
$192K -$2.02K -40 -1%
WAM
114
Wealthspire Advisors (Maryland)
Maryland
$162K -$13.1K -259 -7%
AWM
115
Arbor Wealth Management
Florida
$144K -$1.21K -24 -0.8%
FHA
116
Flagship Harbor Advisors
Massachusetts
$111K – – –
SMFS
117
Squar Milner Financial Services
California
$89K +$89K +1,783 New
WCG
118
Weaver Consulting Group
California
$86K +$86K +1,730 New
FGAM
119
Financial Gravity Asset Management
Texas
$81K +$81K +1,584 New
PGAM
120
Princeton Global Asset Management
New Jersey
$69K -$11.3K -228 -14%
US Bancorp
121
US Bancorp
Minnesota
$68K +$59.6K +1,184 +713%
Fidelity Investments
122
Fidelity Investments
Massachusetts
$65K -$23K -458 -26%
PFBT
123
Parkside Financial Bank & Trust
Missouri
$65K -$3.25K -65 -5%
AIM
124
Arcadia Investment Management
Michigan
$50K – – –
PA
125
Parallel Advisors
California
$49K – – –
3 4
5
6 7