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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

216 hedge funds and large institutions have $1.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
3.8%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
30
Increased
62
Reduced
91
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$22.5M
2
IWM
IHT Wealth Management
Illinois
+$12.8M
3
KW
KWB Wealth
California
+$7.64M
4
OPS
Orion Portfolio Solutions
Nebraska
+$6.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$299M
2
Osaic Holdings
Osaic Holdings
Arizona
-$149M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$92M
4
Stifel Financial
Stifel Financial
Missouri
-$28.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFGS
151
Concourse Financial Group Securities
Alabama
$321K -$80K -1,221 -20%
SCA
152
STALEY CAPITAL ADVISERS
Pennsylvania
$312K – – –
SPC
153
Sigma Planning Corp
Michigan
$310K +$310K +4,743 New
PCIA
154
Prime Capital Investment Advisors
Kansas
$305K -$34.2K -522 -10%
BWFA
155
Baltimore-Washington Financial Advisors
Maryland
$296K – – –
AP
156
Appleton Partners
Massachusetts
$291K +$19.6K +300 +7%
CAN
157
Cetera Advisor Networks
California
$263K -$2.88K -44 -1%
RCAG
158
Rehmann Capital Advisory Group
Michigan
$258K +$258K +3,805 New
SFSIG
159
San Francisco Sentry Investment Group
California
$253K +$982 +15 +0.4%
SDWMA
160
Schneider Downs Wealth Management Advisors
Pennsylvania
$252K – – –
AWA
161
Acorn Wealth Advisors
Michigan
$251K – – –
CAG
162
Csenge Advisory Group
Florida
$243K -$798K -11,929 -77%
JFS
163
JD Financial Services
Pennsylvania
$236K -$65.6K -1,000 -22%
SS
164
Simplicity Solutions
Minnesota
$232K -$3.49M -53,345 -94%
VA
165
Valmark Advisers
Ohio
$225K +$225K +3,437 New
KFGK
166
Keystone Financial Group (Kentucky)
Kentucky
$221K +$221K +3,380 New
BEI
167
Benjamin Edwards Inc
Missouri
$220K -$840K -12,869 -79%
IHWM
168
Iron Horse Wealth Management
Iowa
$219K -$9.8K -150 -4%
AF
169
Advisornet Financial
Minnesota
$213K +$21.9K +335 +11%
MCP
170
Mirador Capital Partners
California
$211K +$211K +3,224 New
William Blair & Company
171
William Blair & Company
Illinois
$206K -$15.9K -244 -7%
APA
172
American Portfolios Advisors
New York
$172K -$4.09M -62,547 -96%
AWA
173
Arkadios Wealth Advisors
Georgia
$112K -$9.09K -140 -8%
HFA
174
Hoover Financial Advisors
Pennsylvania
$106K +$75.8K +1,092 +250%
AIC
175
Ameritas Investment Company
Nebraska
$103K +$103K +1,568 New
5 6
7
8 9