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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

169 hedge funds and large institutions have $858M invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-34
Holders Change %
-16.75%
% of All Funds
3.73%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.13%
New
17
Increased
65
Reduced
67
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$39M
2
Stifel Financial
Stifel Financial
Missouri
+$36.7M
3
KA
Klingman & Associates
New York
+$10.5M
4
CIM
Confluence Investment Management
Missouri
+$9.9M
5
NP
NorthRock Partners
Minnesota
+$7.48M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
-$16.7M
2
KF
Krilogy Financial
Missouri
-$14M
3
V
Veritable
Delaware
-$5.24M
4
CC
Cassaday & Co
Virginia
-$4.87M
5
FSG
Financial Strategies Group
Michigan
-$4.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
LA
101
LexAurum Advisors
Kansas
$305K +$161K +4,555 +111%
CWS
102
Cypress Wealth Services
California
$303K -$73.5K -2,088 -20%
JIC
103
Johnson Investment Counsel
Ohio
$282K -$95.7K -2,710 -25%
AP
104
Appleton Partners
Massachusetts
$277K -$20.8K -590 -7%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$266K -$19.3K -549 -7%
TPW
106
Tiller Private Wealth
Pennsylvania
$247K +$23.1K +657 +10%
VA
107
Valmark Advisers
Ohio
$246K -$49.8K -1,412 -17%
CFG
108
Cooper Financial Group
California
$245K +$113K +3,207 +86%
BWA
109
Burt Wealth Advisors
Maryland
$241K -$20.4K -580 -8%
SCM
110
SOL Capital Management
Maryland
$229K +$229K +6,495 New
3C
111
361 Capital
Colorado
$206K -$64.3K -1,826 -24%
Susquehanna International Group
112
Susquehanna International Group
Pennsylvania
$202K -$1.45M -40,924 -88%
APW
113
Aurora Private Wealth
New Jersey
$201K +$10.6K +300 +6%
SFSIG
114
San Francisco Sentry Investment Group
California
$169K -$74.3K -2,113 -31%
AIC
115
Ameritas Investment Company
Nebraska
$140K +$3.2K +91 +2%
SMFS
116
Squar Milner Financial Services
California
$109K +$13K +370 +14%
APA
117
American Portfolios Advisors
New York
$83.5K -$3.84K -109 -4%
CFGS
118
Concourse Financial Group Securities
Alabama
$80K -$8.45K -240 -10%
JPMorgan Chase & Co
119
JPMorgan Chase & Co
New York
$79K +$10.2K +290 +15%
FHA
120
Flagship Harbor Advisors
Massachusetts
$78K +$71 +2 +0.1%
SL
121
Salomon & Ludwin
Virginia
$77K +$15.2K +430 +25%
CC
122
Cassaday & Co
Virginia
$55K -$4.87M -137,479 -99%
FGAM
123
Financial Gravity Asset Management
Texas
$48.3K -$29.2K -828 -38%
CFD
124
Creative Financial Designs
Indiana
$45K +$23.2K +665 +106%
EWM
125
EPG Wealth Management
Georgia
$45K +$45K +1,281 New
3 4
5
6 7