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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

297 hedge funds and large institutions have $2.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+32
Holders Change %
+12.08%
% of All Funds
4.7%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
61
Increased
108
Reduced
84
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$360M
2
Osaic Holdings
Osaic Holdings
Arizona
+$194M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$144M
4
OPS
Orion Portfolio Solutions
Nebraska
+$48.8M
5
IWM
IHT Wealth Management
Illinois
+$20.9M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$13.4M
2
NP
NorthRock Partners
Minnesota
-$13M
3
FIM
Freedom Investment Management
Connecticut
-$11.8M
4
RJA
Raymond James & Associates
Florida
-$8.82M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
MIAN
101
Mariner Independent Advisor Network
Kansas
$1.99M +$1.99M +28,262 New
MML Investors Services
102
MML Investors Services
Massachusetts
$1.9M +$1.38M +19,602 +264%
CAPTRUST Financial Advisors
103
CAPTRUST Financial Advisors
North Carolina
$1.88M -$277K -3,932 -13%
WA
104
Wambolt & Associates
Colorado
$1.86M -$21K -297 -1%
CMP
105
Courage Miller Partners
Virginia
$1.71M +$25.2K +358 +1%
GWM
106
Geneos Wealth Management
Colorado
$1.64M +$258K +3,673 +19%
MWPCG
107
Measured Wealth Private Client Group
New Hampshire
$1.51M -$232K -3,293 -13%
CIC
108
Cornercap Investment Counsel
Georgia
$1.5M +$1.5M +21,359 New
VWA
109
Visionary Wealth Advisors
Illinois
$1.44M +$396K +5,633 +38%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$1.44M +$1.44M +20,460 New
Susquehanna International Group
111
Susquehanna International Group
Pennsylvania
$1.44M -$708K -10,061 -33%
PFA
112
Pure Financial Advisors
California
$1.44M -$62.2K -884 -4%
Cambridge Investment Research Advisors
113
Cambridge Investment Research Advisors
Iowa
$1.41M -$663K -9,417 -32%
KF
114
Krilogy Financial
Missouri
$1.33M -$39.5K -562 -3%
OAM
115
Occidental Asset Management
California
$1.32M +$10.8K +154 +0.8%
OFG
116
Omega Financial Group
California
$1.31M -$204K -2,898 -14%
AWM
117
Aries Wealth Management
Maine
$1.31M +$1.31M +18,568 New
CC
118
Courier Capital
New York
$1.29M – – –
Truist Financial
119
Truist Financial
North Carolina
$1.26M +$300K +4,257 +31%
SWM
120
SigFig Wealth Management
California
$1.19M +$1.19M +70,865 New
AF
121
Allworth Financial
California
$1.14M -$84K -1,194 -7%
PPW
122
Parcion Private Wealth
Washington
$1.13M +$1.13M +16,106 New
LC
123
LTG Capital
Massachusetts
$1.11M +$6.69K +95 +0.6%
AI
124
Atria Investments
North Carolina
$1.08M +$1.08M +15,373 New
HLOC
125
H.L. Ormond & Company
North Carolina
$1.04M -$3.87K -55 -0.4%
3 4
5
6 7