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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

159 hedge funds and large institutions have $1.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-4
Holders Change %
-2.45%
% of All Funds
3.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
16
Increased
67
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$7.5M
2
LFS
Lutz Financial Services
Nebraska
+$4.13M
3
SWA
Stratos Wealth Advisors
Ohio
+$3.36M
4
JWS
Juncture Wealth Strategies
Arizona
+$1.82M
5
CWA
Clarus Wealth Advisors
Arizona
+$1.47M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$12M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$8.43M
4
HIM
Hanlon Investment Management
New Jersey
-$8.4M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
SF
126
Synovus Financial
Georgia
$44K – – –
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$42K +$23.7K +467 +130%
MWM
128
Merriman Wealth Management
Washington
$41K -$626 -1,216 -2%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$36K -$29.5K -583 -45%
Bank of Montreal
130
Bank of Montreal
Ontario, Canada
$34K – – –
William Blair & Company
131
William Blair & Company
Illinois
$31K – – –
VFA
132
Valeo Financial Advisors
Indiana
$30K – – –
JGIA
133
Jackson Grant Investment Advisers
Connecticut
$29K – – –
SA
134
SRH Advisors
Kansas
$27K +$157 +3 +0.6%
RCAG
135
Rehmann Capital Advisory Group
Michigan
$26.5K +$15.5K +302 +142%
CFGS
136
Concourse Financial Group Securities
Alabama
$23K – – –
RIA
137
Realta Investment Advisors
Delaware
$22K – – –
Citigroup
138
Citigroup
New York
$22K +$6.54K +127 +42%
AF
139
Advisornet Financial
Minnesota
$15K -$10.5K -198 -41%
FRA
140
Front Row Advisors
California
$15K – – –
CFD
141
Creative Financial Designs
Indiana
$15K – – –
Fifth Third Bancorp
142
Fifth Third Bancorp
Ohio
$14K – – –
MCM
143
Manchester Capital Management
Vermont
$12K – – –
EWM
144
Executive Wealth Management
Michigan
$12K +$49 +1 +0.4%
JPLA
145
Joseph P. Lucia & Associates
New York
$11K -$562K -11,246 -98%
BBPWM
146
Blue Bell Private Wealth Management
Pennsylvania
$11K +$11K +217 New
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
US Bancorp
148
US Bancorp
Minnesota
$9K -$64.2K -1,184 -88%
IF
149
Ironwood Financial
Arizona
$9K – – –
SPIA
150
Steward Partners Investment Advisory
New York
$9K +$9K +180 New
4 5
6
7 8