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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

265 hedge funds and large institutions have $1.14B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+30
Holders Change %
+12.77%
% of All Funds
4.09%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.23%
New
51
Increased
101
Reduced
76
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$16.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.8M
3
MWM
Merriman Wealth Management
Washington
+$13.6M
4
RJA
Raymond James & Associates
Florida
+$11.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$8.01M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$26.1M
2
DSN
D. Scott Neal
Kentucky
-$11.3M
3
IWM
IHT Wealth Management
Illinois
-$8.79M
4
EWM
Executive Wealth Management
Michigan
-$3.82M
5
FWP
FAS Wealth Partners
Kansas
-$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
PCIA
151
Prime Capital Investment Advisors
Kansas
$426K +$109K +1,536 +34%
AC
152
Avant Capital
Louisiana
$421K +$421K +5,921 New
TIM
153
Thompson Investment Management
Wisconsin
$419K +$9.45K +133 +2%
MF
154
Meridian Financial
Massachusetts
$413K +$413K +5,813 New
Brown Advisory
155
Brown Advisory
Maryland
$404K – – –
JPMorgan Chase & Co
156
JPMorgan Chase & Co
New York
$403K +$38.8K +545 +11%
MSAM
157
Moloney Securities Asset Management
Missouri
$374K +$782 +11 +0.2%
BWA
158
Burt Wealth Advisors
Maryland
$371K -$24.1K -338 -6%
BEI
159
Benjamin Edwards Inc
Missouri
$370K +$173K +2,442 +88%
CCM
160
Condor Capital Management
New Jersey
$367K +$2.49K +35 +0.7%
BWFA
161
Baltimore-Washington Financial Advisors
Maryland
$365K +$18.7K +263 +5%
KFGK
162
Keystone Financial Group (Kentucky)
Kentucky
$364K +$76.1K +1,070 +26%
WFA
163
Wipfli Financial Advisors
Wisconsin
$357K – – –
TCM
164
Tradewinds Capital Management
Washington
$357K -$26.1M -366,763 -99%
SFP
165
Sterling Financial Planning
New Jersey
$354K -$8.74K -123 -2%
KFP
166
KMG Fiduciary Partners
Ohio
$353K – – –
CWS
167
Cypress Wealth Services
California
$345K -$15K -210 -4%
SCA
168
STALEY CAPITAL ADVISERS
Pennsylvania
$343K +$4.26K +60 +1%
RCAG
169
Rehmann Capital Advisory Group
Michigan
$339K +$40.3K +567 +13%
MWA
170
Motive Wealth Advisors
Michigan
$338K -$70.6K -993 -17%
FPCP
171
Fort Point Capital Partners
California
$330K +$1.35K +19 +0.4%
AP
172
Appleton Partners
Massachusetts
$314K -$1.78K -25 -0.6%
PAS
173
Park Avenue Securities
New York
$306K +$65.3K +918 +27%
Renaissance Technologies
174
Renaissance Technologies
New York
$306K +$306K +4,300 New
JCIA
175
Jackson Creek Investment Advisors
Colorado
$303K -$107K -1,502 -26%
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