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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

240 hedge funds and large institutions have $1.26B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+24
Holders Change %
+11.11%
% of All Funds
4.19%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
38
Increased
81
Reduced
89
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$189M
2
FMP
Financial Management Professionals
Texas
+$58.2M
3
TCM
Tradewinds Capital Management
Washington
+$16.9M
4
FC
Ferris Capital
Massachusetts
+$7.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.84M

Top Sellers

1
AWM
Avior Wealth Management
Nebraska
-$46.6M
2
OPS
Orion Portfolio Solutions
Nebraska
-$44.7M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$18.4M
4
LPL Financial
LPL Financial
California
-$13.1M
5
Stifel Financial
Stifel Financial
Missouri
-$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
151
Prime Capital Investment Advisors
Kansas
$348K +$33.4K +494 +11%
CWS
152
Cypress Wealth Services
California
$341K -$16.9K -250 -5%
MSAM
153
Moloney Securities Asset Management
Missouri
$341K +$6.56K +97 +2%
VFA
154
Voya Financial Advisors
Connecticut
$340K -$516K -7,673 -60%
WFA
155
Wipfli Financial Advisors
Wisconsin
$339K – – –
KFP
156
KMG Fiduciary Partners
Ohio
$335K – – –
BWFA
157
Baltimore-Washington Financial Advisors
Maryland
$335K +$29.8K +442 +10%
SFP
158
Sterling Financial Planning
New Jersey
$334K -$945 -14 -0.3%
CFGS
159
Concourse Financial Group Securities
Alabama
$324K -$6.89K -102 -2%
SCA
160
STALEY CAPITAL ADVISERS
Pennsylvania
$322K – – –
SWP
161
Stratos Wealth Partners
Ohio
$305K +$305K +4,523 New
AP
162
Appleton Partners
Massachusetts
$300K – – –
CAN
163
Cetera Advisor Networks
California
$297K +$25.3K +374 +9%
OPS
164
Orion Portfolio Solutions
Nebraska
$289K -$44.7M -661,462 -99%
TCWA
165
Ten Capital Wealth Advisors
Washington
$286K -$148K -2,195 -34%
WIA
166
World Investment Advisors
California
$286K +$286K +4,243 New
AIC
167
Ameritas Investment Company
Nebraska
$279K +$173K +2,568 +164%
SFSIG
168
San Francisco Sentry Investment Group
California
$272K +$11.1K +165 +4%
CPA
169
Clear Perspective Advisors
Illinois
$268K +$268K +3,964 New
IWC
170
Integrated Wealth Concepts
Massachusetts
$267K +$267K +3,959 New
SDWMA
171
Schneider Downs Wealth Management Advisors
Pennsylvania
$260K – – –
AWA
172
Acorn Wealth Advisors
Michigan
$258K -$1.22K -18 -0.5%
RCAG
173
Rehmann Capital Advisory Group
Michigan
$258K +$810 +12 +0.3%
KFGK
174
Keystone Financial Group (Kentucky)
Kentucky
$248K +$20.2K +300 +9%
FTUS
175
Flow Traders U.S.
New York
$247K -$964K -14,302 -80%
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