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State Street SPDR S&P 400 Mid Cap Value ETF

274 hedge funds and large institutions have $1.05B invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 92

8% less funds holding

Funds holding: 297274 (-23)

14.96% less ownership

Funds ownership: 88.76%73.8% (-15%)

19% less funds holding in top 10

Funds holding in top 10: 2117 (-4)

39% less first-time investments, than exits

New positions opened: 30 | Existing positions closed: 49

48% less capital invested

Capital invested by funds: $2.01B → $1.05B (-$965M)

Holders
274
Holders Change
-23
Holders Change %
-7.74%
% of All Funds
4.62%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.29%
New
30
Increased
104
Reduced
92
Closed
49
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IMC Chicago
101
IMC Chicago
Illinois
$1.39M +$1.51M +22,992 New
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$1.35M +$770K +11,756 +111%
KAS
103
Kestra Advisory Services
Texas
$1.27M -$3.94M -60,172 -74%
PFA
104
Pure Financial Advisors
California
$1.24M +$2.62K +40 +0.2%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$1.24M -$1.9K -29 -0.1%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$1.2M -$2.28M -34,839 -64%
OFG
107
Omega Financial Group
California
$1.19M +$75K +1,145 +6%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$1.17M -$70.4K -1,074 -5%
OAM
109
Occidental Asset Management
California
$1.16M +$36.4K +556 +3%
CC
110
Courier Capital
New York
$1.1M
KF
111
Krilogy Financial
Missouri
$1.09M -$57.1K -872 -5%
MWPCG
112
Measured Wealth Private Client Group
New Hampshire
$1.07M -$242K -3,701 -17%
MIAN
113
Mariner Independent Advisor Network
Kansas
$984K -$799K -12,199 -43%
AF
114
Allworth Financial
California
$983K +$3.41K +52 +0.3%
LC
115
LTG Capital
Massachusetts
$965K +$8.65K +132 +0.8%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$931K -$1.07M -16,259 -51%
BEI
117
Benjamin Edwards Inc
Missouri
$914K +$148K +2,255 +18%
WCA
118
Waypoint Capital Advisors
Minnesota
$887K
Citadel Advisors
119
Citadel Advisors
Florida
$815K +$257K +3,924 +41%
IWM
120
IHT Wealth Management
Illinois
$799K -$22.4M -342,527 -96%
WI
121
WrapManager Inc
California
$789K -$52.1K -795 -6%
EA
122
Eclectic Associates
California
$769K -$24.6K -375 -3%
CAN
123
Cetera Advisor Networks
California
$744K -$101K -1,536 -11%
HA
124
HFG Advisors
Ohio
$675K +$731K +11,159 New
CWM
125
Cornerstone Wealth Management
Missouri
$658K -$524 -8 -0.1%

MDYV Hedge Fund Activity: Q2 2022 in Review

274 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q2 2022, worth a combined $1.05B — down 48% from $2.01B a quarter earlier.

Sellers outnumbered buyers: 49 funds closed out of MDYV and 30 opened new positions — a net loss of 19 holders — while 92 trimmed existing stakes and 104 added.

The largest buyer was Financial Engines Advisors, adding an estimated $37.4M. The largest seller was Envestnet Asset Management, cutting an estimated $349M.

  • 274 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q2 2022, down from 297 in Q1 2022.
  • Funds reported $1.05B of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q2 2022, down 48% quarter-over-quarter.
  • 30 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q2 2022 and 49 closed out, a net change of -19 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q2 2022 was Financial Engines Advisors, an estimated $37.4M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q2 2022 was Envestnet Asset Management, an estimated $349M sold.

Based on aggregated 13F filings for Q2 2022.