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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

265 hedge funds and large institutions have $1.14B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+30
Holders Change %
+12.77%
% of All Funds
4.09%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.23%
New
51
Increased
101
Reduced
76
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$16.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.8M
3
MWM
Merriman Wealth Management
Washington
+$13.6M
4
RJA
Raymond James & Associates
Florida
+$11.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$8.01M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$26.1M
2
DSN
D. Scott Neal
Kentucky
-$11.3M
3
IWM
IHT Wealth Management
Illinois
-$8.79M
4
EWM
Executive Wealth Management
Michigan
-$3.82M
5
FWP
FAS Wealth Partners
Kansas
-$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
101
Allworth Financial
California
$1.24M -$8.24K -116 -0.7%
SAM
102
Stringer Asset Management
Tennessee
$1.23M +$1.23M +32,375 New
RFA
103
Reilly Financial Advisors
California
$1.16M -$16.9K -238 -1%
LC
104
LTG Capital
Massachusetts
$1.12M +$1.12M +15,724 New
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$1.11M -$1.13M – –
VWA
106
Visionary Wealth Advisors
Illinois
$1.06M +$380K +5,346 +56%
WCA
107
Waypoint Capital Advisors
Minnesota
$1.04M +$1.04M +14,668 New
Goldman Sachs
108
Goldman Sachs
New York
$1.03M – – –
HLOC
109
H.L. Ormond & Company
North Carolina
$1.03M +$1.03M +14,841 New
IA
110
IFP Advisors
Florida
$1.02M -$28.6K -400 -3%
WI
111
WrapManager Inc
California
$992K +$31.9K +449 +3%
KAS
112
Kestra Advisory Services
Texas
$989K -$109K -1,532 -10%
CAN
113
Cetera Advisor Networks
California
$982K +$342K +4,807 +53%
Truist Financial
114
Truist Financial
North Carolina
$974K +$280K +3,937 +40%
EA
115
Eclectic Associates
California
$939K – – –
Prudential Financial
116
Prudential Financial
New Jersey
$930K +$423K +5,910 +83%
SWP
117
Stratos Wealth Partners
Ohio
$882K +$423K +5,951 +92%
SIC
118
SJS Investment Consulting
Ohio
$853K +$853K +12,000 New
CWM
119
Cornerstone Wealth Management
Missouri
$813K -$29.1K -409 -3%
JWCA
120
J.W. Cole Advisors
Florida
$773K +$773K +10,873 New
SCM
121
SOL Capital Management
Maryland
$758K – – –
JGCM
122
Joseph Group Capital Management
Ohio
$712K +$712K +10,021 New
BFM
123
Broadview Financial Management
Wisconsin
$700K -$4.62K -65 -0.7%
PSF
124
Pacific Sun Financial
California
$698K -$17.4K -245 -2%
ACM
125
Advance Capital Management
Michigan
$678K +$678K +9,542 New
3 4
5
6 7