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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

297 hedge funds and large institutions have $2.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+32
Holders Change %
+12.08%
% of All Funds
4.7%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
61
Increased
108
Reduced
84
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$360M
2
Osaic Holdings
Osaic Holdings
Arizona
+$194M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$144M
4
OPS
Orion Portfolio Solutions
Nebraska
+$48.8M
5
IWM
IHT Wealth Management
Illinois
+$20.9M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$13.4M
2
NP
NorthRock Partners
Minnesota
-$13M
3
FIM
Freedom Investment Management
Connecticut
-$11.8M
4
RJA
Raymond James & Associates
Florida
-$8.82M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCA
126
Waypoint Capital Advisors
Minnesota
$1.03M -$915 -13 -0.1%
WI
127
WrapManager Inc
California
$974K -$8.17K -116 -0.8%
CAN
128
Cetera Advisor Networks
California
$974K +$1.55K +22 +0.2%
US Bancorp
129
US Bancorp
Minnesota
$923K +$915K +13,004 +11,407%
EA
130
Eclectic Associates
California
$921K -$8.8K -125 -0.9%
BEI
131
Benjamin Edwards Inc
Missouri
$905K +$538K +7,645 +147%
SWM
132
Spire Wealth Management
Virginia
$867K +$867K +12,319 New
SWP
133
Stratos Wealth Partners
Ohio
$864K -$9.01K -128 -1%
CAG
134
Csenge Advisory Group
Florida
$863K +$863K +12,263 New
SIC
135
SJS Investment Consulting
Ohio
$845K – – –
WWM
136
Western Wealth Management
Colorado
$796K +$796K +11,311 New
CWM
137
Cornerstone Wealth Management
Missouri
$767K -$37.8K -537 -5%
SCM
138
SOL Capital Management
Maryland
$750K – – –
KPWS
139
Kestra Private Wealth Services
Texas
$749K +$749K +10,645 New
WAP
140
Wealthcare Advisory Partners
Pennsylvania
$743K +$289K +4,103 +64%
JWCA
141
J.W. Cole Advisors
Florida
$740K -$25.5K -362 -3%
VCM
142
Virtue Capital Management
Tennessee
$722K +$722K +10,263 New
PSF
143
Pacific Sun Financial
California
$694K +$2.82K +40 +0.4%
BFM
144
Broadview Financial Management
Wisconsin
$682K -$11K -156 -2%
ACM
145
Advance Capital Management
Michigan
$672K – – –
Citadel Advisors
146
Citadel Advisors
Florida
$672K +$672K +9,543 New
TC
147
TAGStone Capital
North Carolina
$671K +$2.32K +33 +0.3%
IWC
148
Integrated Wealth Concepts
Massachusetts
$671K +$220K +3,123 +49%
PAS
149
Park Avenue Securities
New York
$669K +$366K +5,210 +121%
JGCM
150
Joseph Group Capital Management
Ohio
$635K -$70.3K -999 -10%
4 5
6
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