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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

297 hedge funds and large institutions have $2.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+32
Holders Change %
+12.08%
% of All Funds
4.7%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
61
Increased
108
Reduced
84
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$360M
2
Osaic Holdings
Osaic Holdings
Arizona
+$194M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$144M
4
OPS
Orion Portfolio Solutions
Nebraska
+$48.8M
5
IWM
IHT Wealth Management
Illinois
+$20.9M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$13.4M
2
NP
NorthRock Partners
Minnesota
-$13M
3
FIM
Freedom Investment Management
Connecticut
-$11.8M
4
RJA
Raymond James & Associates
Florida
-$8.82M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
WEG
151
World Equity Group
Illinois
$632K +$632K +8,983 New
Prudential Financial
152
Prudential Financial
New Jersey
$629K -$286K -4,061 -31%
RCAG
153
Rehmann Capital Advisory Group
Michigan
$612K +$276K +3,927 +82%
AL
154
ACAS LLC
California
$609K +$7.18K +102 +1%
1WM
155
1900 Wealth Management
Texas
$590K +$296K +4,204 +101%
OGF
156
Orin Green Financial
California
$589K – – –
F
157
F3Logic
Minnesota
$588K +$588K +8,258 New
BAM
158
Belpointe Asset Management
Nevada
$574K +$574K +8,155 New
SPC
159
Sigma Planning Corp
Michigan
$568K +$40.1K +570 +8%
CG
160
Colony Group
Massachusetts
$567K – – –
JIC
161
Johnson Investment Counsel
Ohio
$562K -$3.31K -47 -0.6%
MOS
162
MGO One Seven
Ohio
$548K -$20.9K -297 -4%
CA
163
Centerpoint Advisors
Massachusetts
$538K -$46.3K -658 -8%
GVAG
164
Great Valley Advisor Group
Delaware
$536K -$100K -1,412 -16%
IA
165
Insight Advisors
Pennsylvania
$486K -$47.5K -676 -9%
CPIG
166
Chicago Partners Investment Group
Illinois
$483K +$4.18K +65 +0.9%
PFA
167
Pinnacle Family Advisors
Missouri
$480K +$480K +6,824 New
RWM
168
Rockwood Wealth Management
Pennsylvania
$471K -$63K -895 -12%
LA
169
LexAurum Advisors
Kansas
$464K -$67.4K -957 -13%
PNC Financial Services Group
170
PNC Financial Services Group
Pennsylvania
$457K -$8.45K -120 -2%
EFG
171
Everhart Financial Group
Ohio
$446K +$703 +10 +0.2%
MWM
172
Merriman Wealth Management
Washington
$444K -$13.4M -190,915 -97%
TIM
173
Thompson Investment Management
Wisconsin
$436K +$21K +298 +5%
PCIA
174
Prime Capital Investment Advisors
Kansas
$426K – – –
AAS
175
Ameritas Advisory Services
Nebraska
$413K +$122K +1,735 +42%
5 6
7
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