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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

169 hedge funds and large institutions have $858M invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-34
Holders Change %
-16.75%
% of All Funds
3.73%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.13%
New
17
Increased
65
Reduced
67
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$39M
2
Stifel Financial
Stifel Financial
Missouri
+$36.7M
3
KA
Klingman & Associates
New York
+$10.5M
4
CIM
Confluence Investment Management
Missouri
+$9.9M
5
NP
NorthRock Partners
Minnesota
+$7.48M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
-$16.7M
2
KF
Krilogy Financial
Missouri
-$14M
3
V
Veritable
Delaware
-$5.24M
4
CC
Cassaday & Co
Virginia
-$4.87M
5
FSG
Financial Strategies Group
Michigan
-$4.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
KPCM
151
Kings Point Capital Management
New York
$11K – – –
Fifth Third Bancorp
152
Fifth Third Bancorp
Ohio
$9K – – –
DI
153
Disciplined Investments
Oklahoma
$9K +$4.74K +137 +111%
OPS
154
Orion Portfolio Solutions
Nebraska
$8K -$8.15K -223 -50%
JPLA
155
Joseph P. Lucia & Associates
New York
$8K – – –
MCM
156
Manchester Capital Management
Vermont
$8K – – –
JWBC
157
John W. Brooker & Co
California
$7K – – –
CBT
158
Capital Bank & Trust
California
$6K +$6K +162 New
RDWM
159
Red Door Wealth Management
Tennessee
$6K +$6K +192 New
US Bancorp
160
US Bancorp
Minnesota
$4K -$2.49K -76 -38%
QCG
161
Quadrant Capital Group
Ohio
$4K – – –
CMA
162
Cedar Mountain Advisors
Oregon
$4K – – –
FEG
163
Financial Enhancement Group
Indiana
$4K +$4K +117 New
FFW
164
Fusion Family Wealth
New York
$3K +$516 +16 +21%
AA
165
Advisory Alpha
Michigan
$2.06K – – –
CAGAS
166
Capital Advisory Group Advisory Services
Minnesota
$2K -$142K -3,555 -99%
IF
167
Ironwood Financial
Arizona
$2K -$4.62K -120 -70%
SPIA
168
Steward Partners Investment Advisory
New York
$2K -$3.29K -112 -62%
AAP
169
Arax Advisory Partners
Colorado
$1K – – –
BlackRock
170
BlackRock
New York
$1K – – –
GTAM
171
Global Trust Asset Management
Florida
$1K – – –
MWA
172
MFA Wealth Advisors
Pennsylvania
– -$16.7M -305,525 Closed
FSG
173
Financial Strategies Group
Michigan
– -$4.59M -83,714 Closed
CWA
174
Clarus Wealth Advisors
Arizona
– -$3.04M -56,008 Closed
JWS
175
Juncture Wealth Strategies
Arizona
– -$2.86M -52,123 Closed
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