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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

274 hedge funds and large institutions have $1.05B invested in 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
Holders
274
Holders Change
-23
Holders Change %
-7.74%
% of All Funds
4.63%
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
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$87.9M
2
LPL Financial
2
LPL Financial
California
$76.6M
3
PPW
3
Parcion Private Wealth
Washington
$5.71M
4
FNT
4
First National Trust
Pennsylvania
$18.2M
5
MWM
5
Minot Wealth Management
Massachusetts
$9.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.92M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.7M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$6.45M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$0
5
IWM
5
IHT Wealth Management
Illinois
$799K
Name Holding Trade Value Shares
Change 		Shares
Change %
IMC Chicago
101
IMC Chicago
Illinois
$1.39M +$1.39M +22,992 New
WAP
102
Wealthcare Advisory Partners
Pennsylvania
$1.35M +$711K +11,756 +111%
KAS
103
Kestra Advisory Services
Texas
$1.27M -$3.64M -60,172 -74%
PFA
104
Pure Financial Advisors
California
$1.24M +$2.42K +40 +0.2%
Thrivent Financial for Lutherans
105
Thrivent Financial for Lutherans
Minnesota
$1.24M -$1.75K -29 -0.1%
Cetera Investment Advisers
106
Cetera Investment Advisers
Illinois
$1.2M -$2.11M -34,839 -64%
OFG
107
Omega Financial Group
California
$1.19M +$69.3K +1,145 +6%
Susquehanna International Group
108
Susquehanna International Group
Pennsylvania
$1.17M -$65K -1,074 -5%
OAM
109
Occidental Asset Management
California
$1.16M +$33.6K +556 +3%
CC
110
Courier Capital
New York
$1.1M – – –
KF
111
Krilogy Financial
Missouri
$1.09M -$52.7K -872 -5%
MWPCG
112
Measured Wealth Private Client Group
New Hampshire
$1.07M -$224K -3,701 -17%
MIAN
113
Mariner Independent Advisor Network
Kansas
$984K -$747K -12,199 -43%
AF
114
Allworth Financial
California
$983K +$3.15K +52 +0.3%
LC
115
LTG Capital
Massachusetts
$965K +$7.99K +132 +0.8%
Mercer Global Advisors
116
Mercer Global Advisors
Colorado
$931K -$984K -16,259 -51%
BEI
117
Benjamin Edwards Inc
Missouri
$914K +$136K +2,255 +18%
WCA
118
Waypoint Capital Advisors
Minnesota
$887K – – –
Citadel Advisors
119
Citadel Advisors
Florida
$815K +$237K +3,924 +41%
IWM
120
IHT Wealth Management
Illinois
$799K -$20.7M -342,527 -96%
WI
121
WrapManager Inc
California
$789K -$48.1K -795 -6%
EA
122
Eclectic Associates
California
$769K -$22.7K -375 -3%
CAN
123
Cetera Advisor Networks
California
$744K -$92.9K -1,536 -11%
HA
124
HFG Advisors
Ohio
$675K +$675K +11,159 New
CWM
125
Cornerstone Wealth Management
Missouri
$658K -$484 -8 -0.1%
3 4
5
6 7