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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

169 hedge funds and large institutions have $858M invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-34
Holders Change %
-16.75%
% of All Funds
3.73%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.13%
New
17
Increased
65
Reduced
67
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$39M
2
Stifel Financial
Stifel Financial
Missouri
+$36.7M
3
KA
Klingman & Associates
New York
+$10.5M
4
CIM
Confluence Investment Management
Missouri
+$9.9M
5
NP
NorthRock Partners
Minnesota
+$7.48M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
-$16.7M
2
KF
Krilogy Financial
Missouri
-$14M
3
V
Veritable
Delaware
-$5.24M
4
CC
Cassaday & Co
Virginia
-$4.87M
5
FSG
Financial Strategies Group
Michigan
-$4.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
CFA
176
Carroll Financial Associates
North Carolina
– -$2.53M -46,097 Closed
AI
177
Atria Investments
North Carolina
– -$2.11M -38,456 Closed
EWM
178
Executive Wealth Management
Michigan
– -$2.03M -37,136 Closed
DSA
179
Droms Strauss Advisors
Missouri
– -$1.67M -30,413 Closed
PG
180
Prostatis Group
Maryland
– -$1.59M -29,089 Closed
ACM
181
AlphaStar Capital Management
North Carolina
– -$845K -15,419 Closed
AWM
182
Adams Wealth Management
Utah
– -$763K -13,922 Closed
BAM
183
Belpointe Asset Management
Nevada
– -$761K -13,892 Closed
Goldman Sachs
184
Goldman Sachs
New York
– -$623K -11,364 Closed
JAWM
185
J. Arnold Wealth Management
Ohio
– -$588K -10,725 Closed
AWM
186
AE Wealth Management
Kansas
– -$447K -8,167 Closed
WC
187
Wealth CMT
New Jersey
– -$421K -7,681 Closed
EWA
188
EP Wealth Advisors
California
– -$371K -6,776 Closed
HSA
189
HBK Sorce Advisory
Pennsylvania
– -$349K -6,378 Closed
PWM
190
Paulson Wealth Management
Illinois
– -$321K -5,798 Closed
TRCT
191
Tower Research Capital (TRC)
New York
– -$311K -5,680 Closed
Brown Advisory
192
Brown Advisory
Maryland
– -$293K -5,343 Closed
SCA
193
STALEY CAPITAL ADVISERS
Pennsylvania
– -$267K -4,870 Closed
PA
194
PFG Advisors
Arizona
– -$263K -4,851 Closed
CAN
195
Cetera Advisor Networks
California
– -$260K -4,727 Closed
BWFA
196
Baltimore-Washington Financial Advisors
Maryland
– -$243K -4,437 Closed
Truist Financial
197
Truist Financial
North Carolina
– -$225K -4,104 Closed
AWA
198
Acorn Wealth Advisors
Michigan
– -$216K -3,998 Closed
S
199
Surevest
California
– -$213K -3,893 Closed
SWM
200
SeaCrest Wealth Management
New York
– -$206K -3,766 Closed
5 6 7
8
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