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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

240 hedge funds and large institutions have $1.26B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+24
Holders Change %
+11.11%
% of All Funds
4.19%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
38
Increased
81
Reduced
89
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$189M
2
FMP
Financial Management Professionals
Texas
+$58.2M
3
TCM
Tradewinds Capital Management
Washington
+$16.9M
4
FC
Ferris Capital
Massachusetts
+$7.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.84M

Top Sellers

1
AWM
Avior Wealth Management
Nebraska
-$46.6M
2
OPS
Orion Portfolio Solutions
Nebraska
-$44.7M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$18.4M
4
LPL Financial
LPL Financial
California
-$13.1M
5
Stifel Financial
Stifel Financial
Missouri
-$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFS
176
JD Financial Services
Pennsylvania
$243K – – –
IAIM
177
International Assets Investment Management
Florida
$230K -$431K -6,379 -65%
MCP
178
Mirador Capital Partners
California
$228K +$10.2K +151 +5%
Prudential Financial
179
Prudential Financial
New Jersey
$222K +$222K +3,295 New
IHWM
180
Iron Horse Wealth Management
Iowa
$212K -$13.9K -206 -6%
LWAC
181
Laurel Wealth Advisors (California)
California
$212K +$212K +3,136 New
PA
182
PFG Advisors
Arizona
$208K +$208K +3,087 New
William Blair & Company
183
William Blair & Company
Illinois
$204K -$8.49K -126 -4%
SG
184
StoneX Group
New York
$200K +$200K +2,968 New
APA
185
American Portfolios Advisors
New York
$172K -$5.94K -88 -3%
BEI
186
Benjamin Edwards Inc
Missouri
$156K -$71.2K -1,056 -31%
HFA
187
Hoover Financial Advisors
Pennsylvania
$124K +$20.4K +301 +20%
CF
188
Centaurus Financial
California
$117K +$117K +1,738 New
APWA
189
Atlas Private Wealth Advisors
New Jersey
$96K – – –
AWA
190
Arkadios Wealth Advisors
Georgia
$95K -$21.1K -313 -18%
Rockefeller Capital Management
191
Rockefeller Capital Management
New York
$79K +$21.4K +318 +37%
CHA
192
Carmichael Hill & Associates
Maryland
$72K – – –
FGAM
193
Financial Gravity Asset Management
Texas
$68K -$108K -27 -61%
CFD
194
Creative Financial Designs
Indiana
$58K -$4.99K -74 -8%
AF
195
Advisornet Financial
Minnesota
$55K -$164K -2,440 -75%
DSC
196
Duncker Streett & Co
Missouri
$53K – – –
PFGIA
197
Patriot Financial Group Insurance Agency
Massachusetts
$49K +$3.41K +50 +7%
Fidelity Investments
198
Fidelity Investments
Massachusetts
$46K +$4.11K +61 +10%
SWM
199
Selective Wealth Management
Virginia
$45K – – –
AA
200
Ancora Advisors
Ohio
$41K -$342 -5 -0.8%
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8
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