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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

181 hedge funds and large institutions have $630M invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
3.66%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
21
Increased
61
Reduced
71
Closed
16
Calls
–
Puts
$306K
Net Calls
-$306K
Net Calls Change
-$306K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$19.6M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$8.43M
3
AA
Alesco Advisors
New York
+$5.84M
4
RWB
RMR Wealth Builders
New Jersey
+$5.83M
5
CIM
Confluence Investment Management
Missouri
+$5.01M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$8.31M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.87M
3
APP
Avantax Planning Partners
Iowa
-$3.94M
4
Jane Street
Jane Street
New York
-$3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
151
Bison Wealth
Georgia
$26K – – –
JGIA
152
Jackson Grant Investment Advisers
Connecticut
$25K +$87 +2 +0.3%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$25K +$3.41K +80 +16%
BA
154
Ballast Advisors
Minnesota
$23K -$476 -11 -2%
VFA
155
Valeo Financial Advisors
Indiana
$21K – – –
PGAM
156
Princeton Global Asset Management
New Jersey
$20K +$88 +2 +0.4%
HFA
157
Hoover Financial Advisors
Pennsylvania
$19K – – –
FRA
158
Front Row Advisors
California
$16K – – –
CHAM
159
Clear Harbor Asset Management
Connecticut
$15.2K +$15.2K +350 New
BWP
160
Baldwin Wealth Partners
Massachusetts
$15K -$39.1K -900 -72%
Citigroup
161
Citigroup
New York
$13K -$173 -4 -1%
SFS
162
Sowell Financial Services
Arkansas
$11K +$11K +250 New
MCM
163
Manchester Capital Management
Vermont
$10K – – –
JWBC
164
John W. Brooker & Co
California
$9K – – –
PFGIA
165
Patriot Financial Group Insurance Agency
Massachusetts
$8K – – –
GI
166
Gradient Investments
Minnesota
$8K +$8K +181 New
QCG
167
Quadrant Capital Group
Ohio
$5K – – –
DI
168
Disciplined Investments
Oklahoma
$5K – – –
FFW
169
Fusion Family Wealth
New York
$5K +$333 +7 +7%
CMA
170
Cedar Mountain Advisors
Oregon
$4K – – –
SPIA
171
Steward Partners Investment Advisory
New York
$3K – – –
IF
172
Ironwood Financial
Arizona
$2K – – –
CAGAS
173
Capital Advisory Group Advisory Services
Minnesota
$2K – – –
NFG
174
Next Financial Group
Texas
$2K +$2K +43 New
PWM
175
Provident Wealth Management
Tennessee
$1K -$1.81K -38 -64%
4 5 6
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