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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

203 hedge funds and large institutions have $1.13B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+44
Holders Change %
+27.67%
% of All Funds
4.01%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.3%
New
57
Increased
82
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$24.5M
2
NP
NorthRock Partners
Minnesota
+$15.6M
3
TCM
Tradewinds Capital Management
Washington
+$4.13M
4
LFS
Lutz Financial Services
Nebraska
+$3.29M
5
CFA
Carroll Financial Associates
North Carolina
+$2.53M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$567M
2
WIA
World Investment Advisors
California
-$9.18M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$3.65M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.33M
5
CWA
Clarus Wealth Advisors
Arizona
-$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Goldman Sachs
101
Goldman Sachs
New York
$623K +$623K +11,364 New
PSF
102
Pacific Sun Financial
California
$612K -$12K -220 -2%
CG
103
Colony Group
Massachusetts
$591K +$1.04K +19 +0.2%
JAWM
104
J. Arnold Wealth Management
Ohio
$588K +$588K +10,725 New
CWS
105
Cypress Wealth Services
California
$586K -$24.6K -449 -4%
JIC
106
Johnson Investment Counsel
Ohio
$586K – – –
WAP
107
Wealthcare Advisory Partners
Pennsylvania
$583K – – –
RJA
108
Raymond James & Associates
Florida
$566K +$89K +1,625 +19%
GWM
109
Geneos Wealth Management
Colorado
$501K +$2.46K +45 +0.5%
AP
110
Appleton Partners
Massachusetts
$463K -$3.34K -61 -0.7%
VA
111
Valmark Advisers
Ohio
$460K -$318K -5,809 -41%
AWM
112
AE Wealth Management
Kansas
$447K +$447K +8,167 New
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$444K +$658 +12 +0.1%
3C
114
361 Capital
Colorado
$421K +$26.2K +478 +7%
WC
115
Wealth CMT
New Jersey
$421K +$421K +7,681 New
BWA
116
Burt Wealth Advisors
Maryland
$406K -$15.2K -277 -4%
Cetera Investment Advisers
117
Cetera Investment Advisers
Illinois
$383K +$383K +6,998 New
SFSIG
118
San Francisco Sentry Investment Group
California
$379K -$109K -1,981 -22%
Principal Financial Group
119
Principal Financial Group
Iowa
$371K -$24.8K -452 -6%
EWA
120
EP Wealth Advisors
California
$371K +$371K +6,776 New
HSA
121
HBK Sorce Advisory
Pennsylvania
$349K – – –
TPW
122
Tiller Private Wealth
Pennsylvania
$348K +$7.61K +139 +2%
VCWA
123
Vanguard Capital Wealth Advisors
Colorado
$324K +$324K +5,926 New
PWM
124
Paulson Wealth Management
Illinois
$321K -$9.08K -164 -3%
KA
125
Klingman & Associates
New York
$312K – – –
3 4
5
6 7