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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

216 hedge funds and large institutions have $1.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
3.8%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
30
Increased
62
Reduced
91
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$22.5M
2
IWM
IHT Wealth Management
Illinois
+$12.8M
3
KW
KWB Wealth
California
+$7.64M
4
OPS
Orion Portfolio Solutions
Nebraska
+$6.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$299M
2
Osaic Holdings
Osaic Holdings
Arizona
-$149M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$92M
4
Stifel Financial
Stifel Financial
Missouri
-$28.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
101
Allworth Financial
California
$1.09M +$1.09M +16,596 +87,347%
CFG
102
Cooper Financial Group
California
$1.07M -$218K -3,328 -17%
Thrivent Financial for Lutherans
103
Thrivent Financial for Lutherans
Minnesota
$1.06M -$865K – –
GWM
104
Geneos Wealth Management
Colorado
$1.05M -$10.3K -150 -1%
IMC Chicago
105
IMC Chicago
Illinois
$1.05M +$1.05M +16,040 New
MIAN
106
Mariner Independent Advisor Network
Kansas
$972K +$972K +14,859 New
LWM
107
Laidlaw Wealth Management
New York
$969K -$889K -13,584 -48%
KAS
108
Kestra Advisory Services
Texas
$927K +$620K +9,480 +202%
EA
109
Eclectic Associates
California
$893K – – –
VFA
110
Voya Financial Advisors
Connecticut
$837K -$613K -9,328 -42%
MML Investors Services
111
MML Investors Services
Massachusetts
$820K -$175K -2,678 -18%
HI
112
Harbour Investments
Wisconsin
$783K +$783K +11,965 New
WI
113
WrapManager Inc
California
$731K +$8.24K +126 +1%
VWA
114
Visionary Wealth Advisors
Illinois
$672K -$401K -6,131 -37%
SCM
115
Southport Capital Management
Tennessee
$649K -$67.9K -1,039 -9%
SCM
116
SOL Capital Management
Maryland
$632K – – –
BFM
117
Broadview Financial Management
Wisconsin
$611K -$172K -2,631 -22%
CWM
118
Cornerstone Wealth Management
Missouri
$603K -$5.75K -88 -0.9%
IA
119
Insight Advisors
Pennsylvania
$598K -$52.7K -769 -8%
IAIM
120
International Assets Investment Management
Florida
$590K +$287K +4,751 +94%
CWM
121
Collaborative Wealth Management
Florida
$589K +$589K +8,373 New
OGF
122
Orin Green Financial
California
$579K -$57.2K -874 -9%
AL
123
ACAS LLC
California
$569K +$569K +8,695 New
CG
124
Colony Group
Massachusetts
$558K -$8.9K -136 -2%
CA
125
Centerpoint Advisors
Massachusetts
$551K – – –
3 4
5
6 7