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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

169 hedge funds and large institutions have $858M invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-34
Holders Change %
-16.75%
% of All Funds
3.73%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.13%
New
17
Increased
65
Reduced
67
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$39M
2
Stifel Financial
Stifel Financial
Missouri
+$36.7M
3
KA
Klingman & Associates
New York
+$10.5M
4
CIM
Confluence Investment Management
Missouri
+$9.9M
5
NP
NorthRock Partners
Minnesota
+$7.48M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
-$16.7M
2
KF
Krilogy Financial
Missouri
-$14M
3
V
Veritable
Delaware
-$5.24M
4
CC
Cassaday & Co
Virginia
-$4.87M
5
FSG
Financial Strategies Group
Michigan
-$4.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWP
126
Baldwin Wealth Partners
Massachusetts
$44K – – –
Rockefeller Capital Management
127
Rockefeller Capital Management
New York
$44K +$44K +1,252 New
Fidelity Investments
128
Fidelity Investments
Massachusetts
$41K +$1.84K +52 +5%
BW
129
Bison Wealth
Georgia
$37K -$17.1K -484 -32%
CHA
130
Carmichael Hill & Associates
Maryland
$37K – – –
AIM
131
Arcadia Investment Management
Michigan
$35K – – –
PA
132
Parallel Advisors
California
$34K – – –
SF
133
Synovus Financial
Georgia
$32K +$1.32K +37 +4%
AWA
134
Arkadios Wealth Advisors
Georgia
$28.9K -$14.8K -420 -34%
DSC
135
Duncker Streett & Co
Missouri
$28K – – –
CFB
136
Cullen/Frost Bankers
Texas
$27K +$213 +6 +0.8%
AF
137
Advisornet Financial
Minnesota
$26K +$15.3K +435 +143%
PGAM
138
Princeton Global Asset Management
New Jersey
$25K -$12.2K -342 -33%
VFA
139
Valeo Financial Advisors
Indiana
$25K +$1.79K +45 +8%
William Blair & Company
140
William Blair & Company
Illinois
$24K -$604 -17 -2%
BWM
141
BerganKDV Wealth Management
Minnesota
$23K +$8.94K +255 +64%
AA
142
Ancora Advisors
Ohio
$21K – – –
JGIA
143
Jackson Grant Investment Advisers
Connecticut
$20K +$176 +5 +0.9%
SA
144
SRH Advisors
Kansas
$19K +$180 +5 +1%
HNB
145
Huntington National Bank
Ohio
$14K – – –
SFS
146
Sowell Financial Services
Arkansas
$13K -$65.3K -1,920 -83%
PFGIA
147
Patriot Financial Group Insurance Agency
Massachusetts
$12K -$549K -16,188 -98%
FRA
148
Front Row Advisors
California
$12K – – –
PB
149
Pinnacle Bancorp
Nebraska
$12K +$12K +346 New
Citigroup
150
Citigroup
New York
$11K – – –
4 5
6
7 8