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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

203 hedge funds and large institutions have $1.13B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+44
Holders Change %
+27.67%
% of All Funds
4.01%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.3%
New
57
Increased
82
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$24.5M
2
NP
NorthRock Partners
Minnesota
+$15.6M
3
TCM
Tradewinds Capital Management
Washington
+$4.13M
4
LFS
Lutz Financial Services
Nebraska
+$3.29M
5
CFA
Carroll Financial Associates
North Carolina
+$2.53M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$567M
2
WIA
World Investment Advisors
California
-$9.18M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$3.65M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.33M
5
CWA
Clarus Wealth Advisors
Arizona
-$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
OPS
176
Orion Portfolio Solutions
Nebraska
$24K +$24K +442 New
BWM
177
BerganKDV Wealth Management
Minnesota
$22K +$22K +401 New
CHAM
178
Clear Harbor Asset Management
Connecticut
$19.2K +$19.2K +350 New
AF
179
Advisornet Financial
Minnesota
$17K +$1.17K +21 +7%
Citigroup
180
Citigroup
New York
$16K – – –
KPCM
181
Kings Point Capital Management
New York
$16K – – –
FRA
182
Front Row Advisors
California
$16K – – –
SSWG
183
Seven Springs Wealth Group
Tennessee
$16K +$16K +296 New
FHA
184
First Horizon Advisors
Tennessee
$16K +$16K +304 New
Fifth Third Bancorp
185
Fifth Third Bancorp
Ohio
$14K – – –
MCM
186
Manchester Capital Management
Vermont
$12K – – –
JPLA
187
Joseph P. Lucia & Associates
New York
$12K – – –
JWBC
188
John W. Brooker & Co
California
$12K +$12K +210 New
US Bancorp
189
US Bancorp
Minnesota
$11K +$1.78K +32 +19%
IF
190
Ironwood Financial
Arizona
$9K – – –
SPIA
191
Steward Partners Investment Advisory
New York
$9K – – –
DI
192
Disciplined Investments
Oklahoma
$7K +$7K +123 New
CL
193
Cabana LLC
Arkansas
$7K +$7K +130 New
CMA
194
Cedar Mountain Advisors
Oregon
$6K +$6K +104 New
QCG
195
Quadrant Capital Group
Ohio
$6K +$6K +114 New
FFW
196
Fusion Family Wealth
New York
$4K – – –
AA
197
Advisory Alpha
Michigan
$3.05K -$16.2K -298 -84%
GTAM
198
Global Trust Asset Management
Florida
$2K +$65 +1 +3%
BlackRock
199
BlackRock
New York
$2K +$2K +32 New
AAP
200
Arax Advisory Partners
Colorado
$1K – – –
5 6 7
8
9