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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

240 hedge funds and large institutions have $1.26B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+24
Holders Change %
+11.11%
% of All Funds
4.19%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
38
Increased
81
Reduced
89
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$189M
2
FMP
Financial Management Professionals
Texas
+$58.2M
3
TCM
Tradewinds Capital Management
Washington
+$16.9M
4
FC
Ferris Capital
Massachusetts
+$7.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.84M

Top Sellers

1
AWM
Avior Wealth Management
Nebraska
-$46.6M
2
OPS
Orion Portfolio Solutions
Nebraska
-$44.7M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$18.4M
4
LPL Financial
LPL Financial
California
-$13.1M
5
Stifel Financial
Stifel Financial
Missouri
-$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
VWA
126
Visionary Wealth Advisors
Illinois
$557K -$136K -2,015 -20%
JIC
127
Johnson Investment Counsel
Ohio
$539K – – –
LA
128
LexAurum Advisors
Kansas
$519K +$127K +1,885 +32%
Truist Financial
129
Truist Financial
North Carolina
$503K +$6.68K +99 +1%
IA
130
Insight Advisors
Pennsylvania
$493K -$91.8K -1,370 -16%
CCWA
131
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$487K +$487K +7,206 New
GVAG
132
Great Valley Advisor Group
Delaware
$486K – – –
BCM
133
Brookstone Capital Management
Illinois
$477K +$477K +7,138 New
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$475K +$52.5K +777 +12%
CA
135
Continuum Advisory
Idaho
$471K +$471K +6,970 New
PNC Financial Services Group
136
PNC Financial Services Group
Pennsylvania
$470K -$9.73K -144 -2%
SPC
137
Sigma Planning Corp
Michigan
$440K +$120K +1,771 +37%
RT
138
Rockland Trust
Massachusetts
$429K -$68.8K -1,018 -14%
TSS
139
Two Sigma Securities
New York
$425K +$425K +6,289 New
EFG
140
Everhart Financial Group
Ohio
$424K +$270 +4 +0.1%
TIM
141
Thompson Investment Management
Wisconsin
$409K +$39.7K +588 +11%
JCIA
142
Jackson Creek Investment Advisors
Colorado
$402K -$36.3K -538 -8%
WWM
143
WJ Wealth Management
Arizona
$385K -$2.36K -35 -0.6%
Brown Advisory
144
Brown Advisory
Maryland
$384K – – –
CPIG
145
Chicago Partners Investment Group
Illinois
$381K +$2.68K +40 +0.7%
BWA
146
Burt Wealth Advisors
Maryland
$380K -$6.75K -100 -2%
JPMorgan Chase & Co
147
JPMorgan Chase & Co
New York
$373K +$28.6K +423 +8%
MWA
148
Motive Wealth Advisors
Michigan
$360K +$360K +5,325 New
CCM
149
Condor Capital Management
New Jersey
$352K -$4.53K -67 -1%
GKWIM
150
Gerber Kawasaki Wealth & Investment Management
California
$349K +$349K +5,174 New
4 5
6
7 8