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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

203 hedge funds and large institutions have $1.13B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+44
Holders Change %
+27.67%
% of All Funds
4.01%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.3%
New
57
Increased
82
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$24.5M
2
NP
NorthRock Partners
Minnesota
+$15.6M
3
TCM
Tradewinds Capital Management
Washington
+$4.13M
4
LFS
Lutz Financial Services
Nebraska
+$3.29M
5
CFA
Carroll Financial Associates
North Carolina
+$2.53M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$567M
2
WIA
World Investment Advisors
California
-$9.18M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$3.65M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.33M
5
CWA
Clarus Wealth Advisors
Arizona
-$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
WCG
151
Weaver Consulting Group
California
$89K – – –
BW
152
Bison Wealth
Georgia
$84K +$84K +1,534 New
Northwestern Mutual Wealth Management
153
Northwestern Mutual Wealth Management
Wisconsin
$83K +$37.8K +686 +84%
HF
154
Halpern Financial
Virginia
$79.1K +$79.1K +1,444 New
BWP
155
Baldwin Wealth Partners
Massachusetts
$68K +$36K +660 +113%
AWA
156
Arkadios Wealth Advisors
Georgia
$67.9K +$67.9K +1,240 New
Fidelity Investments
157
Fidelity Investments
Massachusetts
$60K +$12.2K +225 +26%
IFWM
158
Institute for Wealth Management
Colorado
$60K +$60K +1,087 New
CHA
159
Carmichael Hill & Associates
Maryland
$58K +$58K +1,060 New
FGAM
160
Financial Gravity Asset Management
Texas
$55K +$13.5K +540 +33%
AIM
161
Arcadia Investment Management
Michigan
$54K – – –
PA
162
Parallel Advisors
California
$53K – – –
PFBT
163
Parkside Financial Bank & Trust
Missouri
$47K -$4.24K -77 -8%
SF
164
Synovus Financial
Georgia
$46K – – –
DSC
165
Duncker Streett & Co
Missouri
$43K +$43K +785 New
CFB
166
Cullen/Frost Bankers
Texas
$41K +$272 +5 +0.7%
William Blair & Company
167
William Blair & Company
Illinois
$38K +$5.05K +92 +15%
CFD
168
Creative Financial Designs
Indiana
$34K +$3.7K +68 +12%
AA
169
Ancora Advisors
Ohio
$33K +$33K +600 New
BWA
170
BDO Wealth Advisors
Florida
$33K +$33K +611 New
VFA
171
Valeo Financial Advisors
Indiana
$32K +$164 +3 +0.5%
JGIA
172
Jackson Grant Investment Advisers
Connecticut
$31K +$165 +3 +0.5%
PA
173
Procyon Advisors
Connecticut
$30K +$30K +540 New
SA
174
SRH Advisors
Kansas
$29K +$167 +3 +0.6%
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$26K +$26K +468 New
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7
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