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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

265 hedge funds and large institutions have $1.14B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+30
Holders Change %
+12.77%
% of All Funds
4.09%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.23%
New
51
Increased
101
Reduced
76
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$16.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.8M
3
MWM
Merriman Wealth Management
Washington
+$13.6M
4
RJA
Raymond James & Associates
Florida
+$11.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$8.01M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$26.1M
2
DSN
D. Scott Neal
Kentucky
-$11.3M
3
IWM
IHT Wealth Management
Illinois
-$8.79M
4
EWM
Executive Wealth Management
Michigan
-$3.82M
5
FWP
FAS Wealth Partners
Kansas
-$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
1WM
176
1900 Wealth Management
Texas
$296K -$373K -5,253 -56%
AAS
177
Ameritas Advisory Services
Nebraska
$294K +$294K +4,133 New
MCP
178
Mirador Capital Partners
California
$286K +$57.9K +814 +25%
SA
179
Scarborough Advisors
Maryland
$286K +$286K +4,018 New
CPA
180
Clear Perspective Advisors
Illinois
$282K – – –
SL
181
Salomon & Ludwin
Virginia
$280K +$26.3K +371 +10%
PA
182
PFG Advisors
Arizona
$276K +$37.1K +523 +16%
SDWMA
183
Schneider Downs Wealth Management Advisors
Pennsylvania
$274K – – –
AWA
184
Acorn Wealth Advisors
Michigan
$273K +$1.07K +15 +0.4%
BTWM
185
Baker Tilly Wealth Management
Wisconsin
$262K +$47.2K +665 +22%
JFS
186
JD Financial Services
Pennsylvania
$256K – – –
JPMPWA
187
J.P. Morgan Private Wealth Advisors
California
$254K +$7.67K +108 +3%
RT
188
Rockland Trust
Massachusetts
$251K -$9.59K -135 -4%
W
189
WorthPointe
California
$220K +$220K +3,264 New
HI
190
Harbour Investments
Wisconsin
$219K -$687K -9,672 -76%
LWAC
191
Laurel Wealth Advisors (California)
California
$219K -$3.98K -56 -2%
VAS
192
Vestmark Advisory Solutions
Massachusetts
$217K +$217K +3,046 New
GKWIM
193
Gerber Kawasaki Wealth & Investment Management
California
$216K +$11.6K +163 +6%
APA
194
American Portfolios Advisors
New York
$214K +$21K +296 +11%
SS
195
Simplicity Solutions
Minnesota
$214K -$9.02K -127 -4%
HCWM
196
Harrison & Co Wealth Management
Virginia
$213K +$213K +2,995 New
IHWM
197
Iron Horse Wealth Management
Iowa
$209K -$142 -2 -0.1%
WWM
198
WJ Wealth Management
Arizona
$208K -$103K -1,455 -33%
William Blair & Company
199
William Blair & Company
Illinois
$206K -$9.24K -130 -4%
IAIM
200
International Assets Investment Management
Florida
$206K +$206K +2,892 New
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8
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