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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

274 hedge funds and large institutions have $1.05B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-23
Holders Change %
-7.74%
% of All Funds
4.63%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.29%
New
30
Increased
104
Reduced
92
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$87.9M
2
LPL Financial
LPL Financial
California
$76.6M
3
PPW
Parcion Private Wealth
Washington
$5.71M
4
FNT
First National Trust
Pennsylvania
$18.2M
5
MWM
Minot Wealth Management
Massachusetts
$9.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.92M
2
Osaic Holdings
Osaic Holdings
Arizona
$31.7M
3
CCMG
Clark Capital Management Group
Pennsylvania
$6.45M
4
OPS
Orion Portfolio Solutions
Nebraska
$0
5
IWM
IHT Wealth Management
Illinois
$799K
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
151
PNC Financial Services Group
Pennsylvania
$408K +$14.5K +239 +4%
LA
152
LexAurum Advisors
Kansas
$399K – – –
KFGK
153
Keystone Financial Group (Kentucky)
Kentucky
$397K +$52.4K +866 +15%
EFG
154
Everhart Financial Group
Ohio
$382K -$1.09K -18 -0.3%
MWM
155
Merriman Wealth Management
Washington
$382K – – –
MML Investors Services
156
MML Investors Services
Massachusetts
$381K -$1.25M -20,720 -77%
SL
157
Salomon & Ludwin
Virginia
$380K +$28.3K +467 +8%
NAM
158
NTV Asset Management
West Virginia
$358K +$358K +5,925 New
SG
159
StoneX Group
New York
$357K +$11.7K +193 +3%
WWM
160
Western Wealth Management
Colorado
$354K -$330K -5,454 -48%
MF
161
Meridian Financial
Massachusetts
$352K – – –
AC
162
Avant Capital
Louisiana
$345K -$787 -13 -0.2%
Brown Advisory
163
Brown Advisory
Maryland
$344K – – –
JPMorgan Chase & Co
164
JPMorgan Chase & Co
New York
$341K – – –
MSAM
165
Moloney Securities Asset Management
Missouri
$334K +$23.5K +389 +8%
NA
166
NewEdge Advisors
Louisiana
$329K +$329K +5,436 New
BWA
167
Burt Wealth Advisors
Maryland
$318K – – –
BWFA
168
Baltimore-Washington Financial Advisors
Maryland
$311K +$37.4K +618 +14%
SFP
169
Sterling Financial Planning
New Jersey
$309K +$2.11K +35 +0.7%
AAS
170
Ameritas Advisory Services
Nebraska
$307K -$48.5K -801 -14%
RWM
171
Rockwood Wealth Management
Pennsylvania
$305K -$99.8K -1,650 -25%
KFP
172
KMG Fiduciary Partners
Ohio
$300K – – –
CCM
173
Condor Capital Management
New Jersey
$296K -$5.7K -94 -2%
PAS
174
Park Avenue Securities
New York
$295K -$281K -4,640 -49%
MWM
175
Meridian Wealth Management
Kentucky
$294K +$294K +4,862 New
5 6
7
8 9