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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

163 hedge funds and large institutions have $1.02B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q1 according to their latest regulatory filings, with 35 funds opening new positions, 55 increasing their positions, 52 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
163
Holders Change
+17
Holders Change %
+11.64%
% of All Funds
3.53%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.26%
New
35
Increased
55
Reduced
52
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$260M
2
S
Schroders
United Kingdom
+$81.4M
3
Goldman Sachs
Goldman Sachs
New York
+$12.3M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.76M
5
CWA
Clarus Wealth Advisors
Arizona
+$5.43M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.21M
2
UBS Group
UBS Group
Switzerland
-$1.96M
3
FNT
First National Trust
Pennsylvania
-$1.61M
4
DSA
Droms Strauss Advisors
Missouri
-$1.48M
5
IA
IFP Advisors
Florida
-$1.28M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$6.4K +128 +178%
AA
152
Advisory Alpha
Michigan
$9.21K +$9.21K +179 New
IF
153
Ironwood Financial
Arizona
$9K – – –
CAGAS
154
Capital Advisory Group Advisory Services
Minnesota
$7K – – –
OIA
155
OneDigital Investment Advisors
Kansas
$6K -$8.24K -169 -58%
SWP
156
Strategic Wealth Partners
Ohio
$6K +$6K +124 New
CF
157
Centaurus Financial
California
$3.13K -$912 -46 -23%
FFW
158
Fusion Family Wealth
New York
$3K -$135K -2,300 -98%
MA
159
MCF Advisors
Kentucky
$2K -$2K -30 -50%
GTAM
160
Global Trust Asset Management
Florida
$2K +$2K +30 New
CA
161
Cetera Advisors
Colorado
$2K +$2K +42 New
GI
162
Gradient Investments
Minnesota
$1K -$9.3K -251 -90%
JPLA
163
Joseph P. Lucia & Associates
New York
$220 +$220 +11,466 New
BAM
164
Belpointe Asset Management
Nevada
– -$536K -12,083 Closed
CCT
165
Country Club Trust
Missouri
– -$365K -8,235 Closed
LI
166
LVZ Inc
Michigan
– -$348K -7,854 Closed
CNBT
167
Canandaigua National Bank & Trust
New York
– -$311K -7,003 Closed
AIC
168
Ameritas Investment Company
Nebraska
– -$263K -5,939 Closed
SPIA
169
Steward Partners Investment Advisory
New York
– -$242K -5,472 Closed
TSS
170
Two Sigma Securities
New York
– -$223K -5,031 Closed
BOPW
171
Brandywine Oak Private Wealth
Pennsylvania
– -$66K -1,500 Closed
RWA
172
River Wealth Advisors
Pennsylvania
– -$5K -105 Closed
RIA
173
RPG Investment Advisory
California
– -$5K -104 Closed
TCM
174
Tradewinds Capital Management
Washington
– -$4K -98 Closed
BWM
175
Baystate Wealth Management
Massachusetts
– -$2K -31 Closed
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