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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

235 hedge funds and large institutions have $990M invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-5
Holders Change %
-2.08%
% of All Funds
4.13%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
16
Increased
97
Reduced
79
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DSN
D. Scott Neal
Kentucky
+$14.2M
2
LPL Financial
LPL Financial
California
+$9.9M
3
AWM
Avior Wealth Management
Nebraska
+$5.97M
4
Stifel Financial
Stifel Financial
Missouri
+$4.73M
5
AA
Alesco Advisors
New York
+$2.98M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$190M
2
FMP
Financial Management Professionals
Texas
-$56.4M
3
MWM
Merriman Wealth Management
Washington
-$14.8M
4
FC
Ferris Capital
Massachusetts
-$7.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
GM
101
GeoWealth Management
Illinois
$1M +$1M +15,096 New
IA
102
IFP Advisors
Florida
$977K -$36.8K -553 -4%
Goldman Sachs
103
Goldman Sachs
New York
$958K -$971K -14,661 -50%
WI
104
WrapManager Inc
California
$894K +$194K +2,934 +28%
EA
105
Eclectic Associates
California
$875K – – –
HI
106
Harbour Investments
Wisconsin
$845K -$22.5K -339 -3%
CWM
107
Cornerstone Wealth Management
Missouri
$784K +$138K +2,086 +21%
FMP
108
Financial Management Professionals
Texas
$745K -$56.4M -851,342 -99%
SCM
109
SOL Capital Management
Maryland
$706K +$81.2K +1,225 +13%
LWM
110
Laidlaw Wealth Management
New York
$703K -$164K -2,479 -19%
PSF
111
Pacific Sun Financial
California
$666K +$666K +10,060 New
BFM
112
Broadview Financial Management
Wisconsin
$656K +$9.53K +144 +1%
Truist Financial
113
Truist Financial
North Carolina
$647K +$153K +2,316 +31%
VWA
114
Visionary Wealth Advisors
Illinois
$632K +$85.6K +1,293 +16%
1WM
115
1900 Wealth Management
Texas
$624K -$734K -11,076 -54%
CAN
116
Cetera Advisor Networks
California
$597K +$306K +4,614 +105%
MML Investors Services
117
MML Investors Services
Massachusetts
$574K -$1.1M -16,541 -66%
SCM
118
Southport Capital Management
Tennessee
$566K -$33.5K -506 -6%
AL
119
ACAS LLC
California
$566K +$132 +2 +0%
CA
120
Centerpoint Advisors
Massachusetts
$558K – – –
IA
121
Insight Advisors
Pennsylvania
$544K +$17.8K +249 +3%
OGF
122
Orin Green Financial
California
$541K -$16.2K -244 -3%
CG
123
Colony Group
Massachusetts
$533K -$31K -469 -6%
BCM
124
Brookstone Capital Management
Illinois
$531K +$45.4K +667 +9%
JIC
125
Johnson Investment Counsel
Ohio
$529K – – –
3 4
5
6 7