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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

235 hedge funds and large institutions have $990M invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-5
Holders Change %
-2.08%
% of All Funds
4.13%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
16
Increased
97
Reduced
79
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DSN
D. Scott Neal
Kentucky
+$14.2M
2
LPL Financial
LPL Financial
California
+$9.9M
3
AWM
Avior Wealth Management
Nebraska
+$5.97M
4
Stifel Financial
Stifel Financial
Missouri
+$4.73M
5
AA
Alesco Advisors
New York
+$2.98M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$190M
2
FMP
Financial Management Professionals
Texas
-$56.4M
3
MWM
Merriman Wealth Management
Washington
-$14.8M
4
FC
Ferris Capital
Massachusetts
-$7.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
126
Susquehanna International Group
Pennsylvania
$527K -$6.18M -93,328 -92%
LA
127
LexAurum Advisors
Kansas
$502K -$7.42K -112 -1%
CPIG
128
Chicago Partners Investment Group
Illinois
$491K +$77.9K +1,075 +19%
GVAG
129
Great Valley Advisor Group
Delaware
$487K -$199 -3 -0%
CCWA
130
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$477K – – –
Prudential Financial
131
Prudential Financial
New Jersey
$472K +$253K +3,794 +115%
PNC Financial Services Group
132
PNC Financial Services Group
Pennsylvania
$464K +$3.44K +52 +0.7%
SWP
133
Stratos Wealth Partners
Ohio
$427K +$128K +1,926 +43%
MWM
134
Merriman Wealth Management
Washington
$421K -$14.8M -222,610 -97%
WAP
135
Wealthcare Advisory Partners
Pennsylvania
$420K -$45.7K -690 -10%
EFG
136
Everhart Financial Group
Ohio
$417K +$199 +3 +0%
TIM
137
Thompson Investment Management
Wisconsin
$382K -$19.6K -296 -5%
JCIA
138
Jackson Creek Investment Advisors
Colorado
$382K -$12.7K -192 -3%
MWA
139
Motive Wealth Advisors
Michigan
$381K +$28.2K +425 +8%
Brown Advisory
140
Brown Advisory
Maryland
$377K – – –
CFGS
141
Concourse Financial Group Securities
Alabama
$376K +$58.1K +876 +18%
SPC
142
Sigma Planning Corp
Michigan
$372K -$59.6K -899 -14%
BWA
143
Burt Wealth Advisors
Maryland
$368K -$5.31K -80 -1%
SG
144
StoneX Group
New York
$359K +$163K +2,455 +83%
MSAM
145
Moloney Securities Asset Management
Missouri
$348K +$13.7K +206 +4%
CCM
146
Condor Capital Management
New Jersey
$340K -$5.04K -76 -1%
JPMorgan Chase & Co
147
JPMorgan Chase & Co
New York
$339K -$26.5K -400 -7%
SFP
148
Sterling Financial Planning
New Jersey
$338K +$10.7K +162 +3%
CWS
149
Cypress Wealth Services
California
$335K – – –
WFA
150
Wipfli Financial Advisors
Wisconsin
$333K – – –
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6
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