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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

265 hedge funds and large institutions have $1.14B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+30
Holders Change %
+12.77%
% of All Funds
4.09%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.23%
New
51
Increased
101
Reduced
76
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$16.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.8M
3
MWM
Merriman Wealth Management
Washington
+$13.6M
4
RJA
Raymond James & Associates
Florida
+$11.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$8.01M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$26.1M
2
DSN
D. Scott Neal
Kentucky
-$11.3M
3
IWM
IHT Wealth Management
Illinois
-$8.79M
4
EWM
Executive Wealth Management
Michigan
-$3.82M
5
FWP
FAS Wealth Partners
Kansas
-$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
TC
126
TAGStone Capital
North Carolina
$675K +$675K +9,497 New
GVAG
127
Great Valley Advisor Group
Delaware
$611K +$110K +1,612 +22%
AL
128
ACAS LLC
California
$608K +$142 +2 +0%
CA
129
Centerpoint Advisors
Massachusetts
$590K -$8.74K -123 -1%
BCM
130
Brookstone Capital Management
Illinois
$588K +$28.1K +392 +5%
OGF
131
Orin Green Financial
California
$579K +$14K +202 +2%
MOS
132
MGO One Seven
Ohio
$575K +$575K +8,084 New
CG
133
Colony Group
Massachusetts
$573K – – –
JIC
134
Johnson Investment Counsel
Ohio
$571K +$3.34K +47 +0.6%
SCM
135
Southport Capital Management
Tennessee
$570K -$38K -534 -6%
SG
136
StoneX Group
New York
$549K +$163K +2,297 +42%
CFGS
137
Concourse Financial Group Securities
Alabama
$544K +$140K +1,974 +35%
CWM
138
Collaborative Wealth Management
Florida
$540K +$540K +7,594 New
RWM
139
Rockwood Wealth Management
Pennsylvania
$540K +$540K +7,594 New
IA
140
Insight Advisors
Pennsylvania
$539K -$1.56K -22 -0.3%
LA
141
LexAurum Advisors
Kansas
$536K -$2.63K -37 -0.5%
SPC
142
Sigma Planning Corp
Michigan
$533K +$134K +1,880 +33%
MML Investors Services
143
MML Investors Services
Massachusetts
$527K -$89.1K -1,253 -14%
LWM
144
Laidlaw Wealth Management
New York
$526K -$229K -3,219 -30%
CPIG
145
Chicago Partners Investment Group
Illinois
$509K +$46.4K +680 +10%
SA
146
SFI Advisors
New Jersey
$503K +$503K +1,005 New
PNC Financial Services Group
147
PNC Financial Services Group
Pennsylvania
$470K -$28.1K -395 -6%
WAP
148
Wealthcare Advisory Partners
Pennsylvania
$459K +$8.31K +117 +2%
IWC
149
Integrated Wealth Concepts
Massachusetts
$455K +$117K +1,642 +34%
EFG
150
Everhart Financial Group
Ohio
$450K +$2.77K +39 +0.6%
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