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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

235 hedge funds and large institutions have $990M invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-5
Holders Change %
-2.08%
% of All Funds
4.13%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
16
Increased
97
Reduced
79
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DSN
D. Scott Neal
Kentucky
+$14.2M
2
LPL Financial
LPL Financial
California
+$9.9M
3
AWM
Avior Wealth Management
Nebraska
+$5.97M
4
Stifel Financial
Stifel Financial
Missouri
+$4.73M
5
AA
Alesco Advisors
New York
+$2.98M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$190M
2
FMP
Financial Management Professionals
Texas
-$56.4M
3
MWM
Merriman Wealth Management
Washington
-$14.8M
4
FC
Ferris Capital
Massachusetts
-$7.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
176
William Blair & Company
Illinois
$201K – – –
BTWM
177
Baker Tilly Wealth Management
Wisconsin
$200K +$200K +3,023 New
IHWM
178
Iron Horse Wealth Management
Iowa
$195K -$13.4K -203 -6%
GKWIM
179
Gerber Kawasaki Wealth & Investment Management
California
$190K -$152K -2,297 -44%
BEI
180
Benjamin Edwards Inc
Missouri
$183K +$30.1K +455 +20%
APA
181
American Portfolios Advisors
New York
$180K +$11.7K +177 +7%
CF
182
Centaurus Financial
California
$114K -$1.39K -21 -1%
APWA
183
Atlas Private Wealth Advisors
New Jersey
$91K -$3.31K -50 -4%
CHA
184
Carmichael Hill & Associates
Maryland
$70K – – –
FGAM
185
Financial Gravity Asset Management
Texas
$66K – – –
Fidelity Investments
186
Fidelity Investments
Massachusetts
$64K +$18.5K +278 +41%
CFD
187
Creative Financial Designs
Indiana
$57K – – –
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$56K -$20.8K -318 -27%
AF
189
Advisornet Financial
Minnesota
$54K – – –
EWM
190
EPG Wealth Management
Georgia
$52K +$52K +792 New
PFGIA
191
Patriot Financial Group Insurance Agency
Massachusetts
$47K -$529 -8 -1%
SWM
192
Selective Wealth Management
Virginia
$44K – – –
GRP
193
Global Retirement Partners
California
$43K +$3.36K +51 +8%
CAGAS
194
Capital Advisory Group Advisory Services
Minnesota
$42K +$6.61K +100 +19%
AWA
195
Arkadios Wealth Advisors
Georgia
$41K -$52.4K -792 -56%
AA
196
Ancora Advisors
Ohio
$40K – – –
BW
197
Bison Wealth
Georgia
$40K – – –
JGIA
198
Jackson Grant Investment Advisers
Connecticut
$39K +$133 +2 +0.3%
BA
199
Ballast Advisors
Minnesota
$35K – – –
PGAM
200
Princeton Global Asset Management
New Jersey
$31K +$134 +2 +0.4%
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