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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

179 hedge funds and large institutions have $576M invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+10
Holders Change %
+5.92%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
31
Increased
59
Reduced
68
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFEC
Benjamin F. Edwards & Company
Missouri
+$19.5M
2
AA
Alesco Advisors
New York
+$19M
3
TF
TIAA FSB
Florida
+$15.6M
4
NP
NorthRock Partners
Minnesota
+$10.8M
5
MWM
Merriman Wealth Management
Washington
+$8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$442M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$4.58M
3
TCM
Tradewinds Capital Management
Washington
-$3.81M
4
HF
HRT Financial
New York
-$2.99M
5
CA
Centerpoint Advisors
Massachusetts
-$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
126
Cetera Advisor Networks
California
$200K +$200K +4,695 New
JPMorgan Chase & Co
127
JPMorgan Chase & Co
New York
$182K +$86.2K +2,020 +90%
SFSIG
128
San Francisco Sentry Investment Group
California
$167K -$38K -890 -19%
CFGS
129
Concourse Financial Group Securities
Alabama
$126K +$28.8K +674 +30%
APA
130
American Portfolios Advisors
New York
$103K +$2.47K +58 +2%
FHA
131
Flagship Harbor Advisors
Massachusetts
$94K +$42 +1 +0%
Rockefeller Capital Management
132
Rockefeller Capital Management
New York
$90K +$36.5K +855 +68%
TCM
133
Tradewinds Capital Management
Washington
$86K -$3.81M -89,463 -98%
APWA
134
Atlas Private Wealth Advisors
New Jersey
$61K +$61K +1,425 New
PWMG
135
Prestige Wealth Management Group
New Jersey
$57K -$485K -11,456 -89%
CFD
136
Creative Financial Designs
Indiana
$57K +$2.37K +56 +4%
BWP
137
Baldwin Wealth Partners
Massachusetts
$53K – – –
CHA
138
Carmichael Hill & Associates
Maryland
$45K – – –
SWM
139
Selective Wealth Management
Virginia
$43K +$43K +1,003 New
AIM
140
Arcadia Investment Management
Michigan
$42K – – –
PA
141
Parallel Advisors
California
$41K – – –
DSC
142
Duncker Streett & Co
Missouri
$33K – – –
BW
143
Bison Wealth
Georgia
$26K -$19.5K -450 -43%
AA
144
Ancora Advisors
Ohio
$26K – – –
AWA
145
Arkadios Wealth Advisors
Georgia
$24.2K -$10.6K -249 -30%
JGIA
146
Jackson Grant Investment Advisers
Connecticut
$24K +$168 +4 +0.7%
PB
147
Pinnacle Bancorp
Nebraska
$24K +$9.38K +222 +64%
BA
148
Ballast Advisors
Minnesota
$23K -$849K -20,016 -97%
SA
149
SRH Advisors
Kansas
$23K +$130 +3 +0.6%
JAWM
150
J. Arnold Wealth Management
Ohio
$23K +$23K +531 New
4 5
6
7 8