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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

203 hedge funds and large institutions have $1.13B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+44
Holders Change %
+27.67%
% of All Funds
4.01%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.3%
New
57
Increased
82
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$24.5M
2
NP
NorthRock Partners
Minnesota
+$15.6M
3
TCM
Tradewinds Capital Management
Washington
+$4.13M
4
LFS
Lutz Financial Services
Nebraska
+$3.29M
5
CFA
Carroll Financial Associates
North Carolina
+$2.53M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$567M
2
WIA
World Investment Advisors
California
-$9.18M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$3.65M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.33M
5
CWA
Clarus Wealth Advisors
Arizona
-$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
126
Tower Research Capital (TRC)
New York
$311K -$125K -2,283 -29%
Thrivent Financial for Lutherans
127
Thrivent Financial for Lutherans
Minnesota
$302K -$267K – –
APW
128
Aurora Private Wealth
New Jersey
$295K +$295K +5,388 New
Brown Advisory
129
Brown Advisory
Maryland
$293K – – –
SCA
130
STALEY CAPITAL ADVISERS
Pennsylvania
$267K – – –
PA
131
PFG Advisors
Arizona
$263K -$58.5K -1,079 -18%
CAN
132
Cetera Advisor Networks
California
$260K +$5.28K +96 +2%
BWFA
133
Baltimore-Washington Financial Advisors
Maryland
$243K +$243K +4,437 New
Truist Financial
134
Truist Financial
North Carolina
$225K +$225K +4,104 New
LA
135
LexAurum Advisors
Kansas
$224K – – –
AWA
136
Acorn Wealth Advisors
Michigan
$216K +$1.14K +21 +0.5%
AIC
137
Ameritas Investment Company
Nebraska
$213K +$61.1K +1,117 +40%
S
138
Surevest
California
$213K +$213K +3,893 New
SWM
139
SeaCrest Wealth Management
New York
$206K -$10.9K -200 -5%
CFG
140
Cooper Financial Group
California
$205K +$205K +3,735 New
TIM
141
Thompson Investment Management
Wisconsin
$205K +$205K +3,747 New
CAGAS
142
Capital Advisory Group Advisory Services
Minnesota
$192K +$181K +3,395 +1,617%
SMFS
143
Squar Milner Financial Services
California
$149K +$149K +2,736 New
CFGS
144
Concourse Financial Group Securities
Alabama
$138K +$138K +2,513 New
APA
145
American Portfolios Advisors
New York
$136K +$30.2K +551 +29%
SFS
146
Sowell Financial Services
Arkansas
$126K -$185K -3,378 -59%
FHA
147
Flagship Harbor Advisors
Massachusetts
$121K +$55 +1 +0%
CF
148
Centaurus Financial
California
$118K +$118K +2,156 New
JPMorgan Chase & Co
149
JPMorgan Chase & Co
New York
$107K +$107K +1,955 New
SL
150
Salomon & Ludwin
Virginia
$96K +$41.6K +759 +77%
4 5
6
7 8