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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

216 hedge funds and large institutions have $1.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
3.8%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
30
Increased
62
Reduced
91
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$22.5M
2
IWM
IHT Wealth Management
Illinois
+$12.8M
3
KW
KWB Wealth
California
+$7.64M
4
OPS
Orion Portfolio Solutions
Nebraska
+$6.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$299M
2
Osaic Holdings
Osaic Holdings
Arizona
-$149M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$92M
4
Stifel Financial
Stifel Financial
Missouri
-$28.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
126
Johnson Investment Counsel
Ohio
$523K – – –
RT
127
Rockland Trust
Massachusetts
$482K -$72.9K -1,114 -13%
GVAG
128
Great Valley Advisor Group
Delaware
$482K +$1.7K +26 +0.4%
Truist Financial
129
Truist Financial
North Carolina
$481K -$37.4K -572 -7%
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$464K -$66.2K -1,013 -12%
Principal Financial Group
131
Principal Financial Group
Iowa
$463K -$7.85K -120 -2%
JCIA
132
Jackson Creek Investment Advisors
Colorado
$425K +$18.8K +287 +5%
TCWA
133
Ten Capital Wealth Advisors
Washington
$420K -$198K -3,027 -32%
EFG
134
Everhart Financial Group
Ohio
$412K +$262 +4 +0.1%
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$409K -$236K -3,603 -37%
CPIG
136
Chicago Partners Investment Group
Illinois
$389K +$389K +5,657 New
TRCT
137
Tower Research Capital (TRC)
New York
$383K +$323K +4,942 +541%
LA
138
LexAurum Advisors
Kansas
$380K +$2.42K +37 +0.6%
WWM
139
WJ Wealth Management
Arizona
$376K +$376K +5,740 New
BWA
140
Burt Wealth Advisors
Maryland
$375K -$8.12K -124 -2%
Brown Advisory
141
Brown Advisory
Maryland
$372K – – –
TIM
142
Thompson Investment Management
Wisconsin
$358K +$27.5K +421 +8%
TI
143
tru Independence
Oregon
$356K +$356K +5,444 New
CWS
144
Cypress Wealth Services
California
$347K -$51.5K -788 -13%
CCM
145
Condor Capital Management
New Jersey
$345K -$323K -4,941 -48%
JPMorgan Chase & Co
146
JPMorgan Chase & Co
New York
$333K – – –
WFA
147
Wipfli Financial Advisors
Wisconsin
$329K – – –
SFP
148
Sterling Financial Planning
New Jersey
$325K -$2.62K -40 -0.8%
KFP
149
KMG Fiduciary Partners
Ohio
$324K -$69.5K -1,064 -18%
MSAM
150
Moloney Securities Asset Management
Missouri
$324K +$22.9K +350 +8%
4 5
6
7 8