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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

235 hedge funds and large institutions have $990M invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-5
Holders Change %
-2.08%
% of All Funds
4.13%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
16
Increased
97
Reduced
79
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DSN
D. Scott Neal
Kentucky
+$14.2M
2
LPL Financial
LPL Financial
California
+$9.9M
3
AWM
Avior Wealth Management
Nebraska
+$5.97M
4
Stifel Financial
Stifel Financial
Missouri
+$4.73M
5
AA
Alesco Advisors
New York
+$2.98M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$190M
2
FMP
Financial Management Professionals
Texas
-$56.4M
3
MWM
Merriman Wealth Management
Washington
-$14.8M
4
FC
Ferris Capital
Massachusetts
-$7.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
KFP
151
KMG Fiduciary Partners
Ohio
$328K +$66 +1 +0%
BWFA
152
Baltimore-Washington Financial Advisors
Maryland
$322K -$6.21K -94 -2%
SCA
153
STALEY CAPITAL ADVISERS
Pennsylvania
$316K – – –
IWC
154
Integrated Wealth Concepts
Massachusetts
$316K +$53.4K +805 +20%
FPCP
155
Fort Point Capital Partners
California
$306K +$306K +4,616 New
PCIA
156
Prime Capital Investment Advisors
Kansas
$295K -$46.3K -699 -14%
AP
157
Appleton Partners
Massachusetts
$294K – – –
WWM
158
WJ Wealth Management
Arizona
$292K -$88.3K -1,325 -23%
VIA
159
Vickerman Investment Advisors
Washington
$282K +$282K +4,261 New
RCAG
160
Rehmann Capital Advisory Group
Michigan
$278K +$25.4K +384 +10%
AIC
161
Ameritas Investment Company
Nebraska
$274K -$332 -5 -0.1%
KFGK
162
Keystone Financial Group (Kentucky)
Kentucky
$268K +$24.5K +370 +10%
CPA
163
Clear Perspective Advisors
Illinois
$263K – – –
SDWMA
164
Schneider Downs Wealth Management Advisors
Pennsylvania
$255K – – –
AWA
165
Acorn Wealth Advisors
Michigan
$253K -$199 -3 -0.1%
RT
166
Rockland Trust
Massachusetts
$243K -$178K -2,685 -42%
TRCT
167
Tower Research Capital (TRC)
New York
$238K -$4.02M -60,636 -94%
JFS
168
JD Financial Services
Pennsylvania
$238K – – –
SL
169
Salomon & Ludwin
Virginia
$237K +$237K +3,573 New
JPMPWA
170
J.P. Morgan Private Wealth Advisors
California
$230K +$230K +3,471 New
PAS
171
Park Avenue Securities
New York
$224K +$224K +3,383 New
PA
172
PFG Advisors
Arizona
$223K +$18.4K +278 +9%
MCP
173
Mirador Capital Partners
California
$212K -$11.2K -169 -5%
LWAC
174
Laurel Wealth Advisors (California)
California
$208K +$66 +1 +0%
SS
175
Simplicity Solutions
Minnesota
$208K +$208K +3,140 New
5 6
7
8 9