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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

216 hedge funds and large institutions have $1.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
3.8%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
30
Increased
62
Reduced
91
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$22.5M
2
IWM
IHT Wealth Management
Illinois
+$12.8M
3
KW
KWB Wealth
California
+$7.64M
4
OPS
Orion Portfolio Solutions
Nebraska
+$6.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$299M
2
Osaic Holdings
Osaic Holdings
Arizona
-$149M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$92M
4
Stifel Financial
Stifel Financial
Missouri
-$28.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
APWA
176
Atlas Private Wealth Advisors
New Jersey
$93K – – –
CFA
177
Carroll Financial Associates
North Carolina
$78K +$78K +1,206 New
CHA
178
Carmichael Hill & Associates
Maryland
$69K – – –
CC
179
Cassaday & Co
Virginia
$65K +$65K +990 New
CFD
180
Creative Financial Designs
Indiana
$61K -$26.9K -412 -31%
Rockefeller Capital Management
181
Rockefeller Capital Management
New York
$55K – – –
DSC
182
Duncker Streett & Co
Missouri
$51K – – –
SWM
183
Selective Wealth Management
Virginia
$44K – – –
SFS
184
Sowell Financial Services
Arkansas
$44K +$26.7K +385 +154%
PFGIA
185
Patriot Financial Group Insurance Agency
Massachusetts
$44K +$31.4K +477 +248%
Fidelity Investments
186
Fidelity Investments
Massachusetts
$41K -$3.76K -57 -8%
AA
187
Ancora Advisors
Ohio
$40K +$331 +5 +0.8%
BW
188
Bison Wealth
Georgia
$39K – – –
JGIA
189
Jackson Grant Investment Advisers
Connecticut
$38K +$197 +3 +0.5%
BA
190
Ballast Advisors
Minnesota
$35K – – –
PSIWM
191
Paradigm Strategies in Wealth Management
Minnesota
$31K +$31K +470 New
VFA
192
Valeo Financial Advisors
Indiana
$30K – – –
PGAM
193
Princeton Global Asset Management
New Jersey
$30K +$130 +2 +0.4%
AIM
194
Arcadia Investment Management
Michigan
$29K – – –
CAGAS
195
Capital Advisory Group Advisory Services
Minnesota
$23K +$19.7K +300 +600%
FRA
196
Front Row Advisors
California
$20K – – –
Citigroup
197
Citigroup
New York
$20K – – –
CIAS
198
Capital Investment Advisory Services
North Carolina
$20K +$20K +300 New
MCM
199
Manchester Capital Management
Vermont
$15K – – –
JWBC
200
John W. Brooker & Co
California
$14K – – –
6 7
8
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