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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

146 hedge funds and large institutions have $553M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+17
Holders Change %
+13.18%
% of All Funds
3.26%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
41
Increased
63
Reduced
27
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
Cardan Capital Partners
Colorado
+$11M
2
V
Veritable
Delaware
+$9.3M
3
CC
Cassaday & Co
Virginia
+$6.26M
4
MWM
Merriman Wealth Management
Washington
+$4.69M
5
CA
Centerpoint Advisors
Massachusetts
+$4.16M

Top Sellers

1
AA
Advisory Alpha
Michigan
-$16.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$14.6M
3
RJA
Raymond James & Associates
Florida
-$5.31M
4
SAM
Stringer Asset Management
Tennessee
-$3.42M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
126
Manchester Capital Management
Vermont
$12K – – –
GI
127
Gradient Investments
Minnesota
$12K +$12K +278 New
EWM
128
Executive Wealth Management
Michigan
$11K +$11K +242 New
FNC
129
First National Corp
Massachusetts
$10K +$10K +232 New
IF
130
Ironwood Financial
Arizona
$8K – – –
VFA
131
Valeo Financial Advisors
Indiana
$8K +$43 +1 +0.5%
US Bancorp
132
US Bancorp
Minnesota
$7K – – –
CAGAS
133
Capital Advisory Group Advisory Services
Minnesota
$6K +$3.46K +75 +136%
RWA
134
River Wealth Advisors
Pennsylvania
$5K – – –
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$5K +$3.23K +75 +183%
RIA
136
RPG Investment Advisory
California
$5K +$5K +104 New
TCM
137
Tradewinds Capital Management
Washington
$4K -$18.4K -452 -82%
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
MA
139
MCF Advisors
Kentucky
$3K +$200 +4 +7%
BWM
140
Baystate Wealth Management
Massachusetts
$2K +$2K +31 New
BlackRock
141
BlackRock
New York
$1K – – –
FCMT
142
Founders Capital Management (Texas)
Texas
$1K +$1K +29 New
CF
143
Centaurus Financial
California
$5 +$5 +199 +3,980%
AA
144
Advisory Alpha
Michigan
– -$16.2M -337,064 Closed
SAM
145
Stringer Asset Management
Tennessee
– -$3.42M -63,654 Closed
RJFSA
146
Raymond James Financial Services Advisors
Florida
– -$2.46M -45,850 Closed
CWM
147
Cornerstone Wealth Management
Missouri
– -$340K -33,854 Closed
Jane Street
148
Jane Street
New York
– -$1.35M -25,037 Closed
Janney Montgomery Scott
149
Janney Montgomery Scott
Pennsylvania
– -$1.32M -24,598 Closed
CCM
150
Canal Capital Management
Virginia
– -$483K -8,994 Closed
3 4 5
6
7