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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

297 hedge funds and large institutions have $2.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+32
Holders Change %
+12.08%
% of All Funds
4.7%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
61
Increased
108
Reduced
84
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$360M
2
Osaic Holdings
Osaic Holdings
Arizona
+$194M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$144M
4
OPS
Orion Portfolio Solutions
Nebraska
+$48.8M
5
IWM
IHT Wealth Management
Illinois
+$20.9M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$13.4M
2
NP
NorthRock Partners
Minnesota
-$13M
3
FIM
Freedom Investment Management
Connecticut
-$11.8M
4
RJA
Raymond James & Associates
Florida
-$8.82M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
MF
176
Meridian Financial
Massachusetts
$409K – – –
SL
177
Salomon & Ludwin
Virginia
$409K +$132K +1,869 +47%
AC
178
Avant Capital
Louisiana
$402K -$14.6K -208 -4%
SG
179
StoneX Group
New York
$402K -$142K -2,011 -26%
Brown Advisory
180
Brown Advisory
Maryland
$400K – – –
KFGK
181
Keystone Financial Group (Kentucky)
Kentucky
$400K +$40.1K +570 +11%
JPMorgan Chase & Co
182
JPMorgan Chase & Co
New York
$397K -$1.62K -23 -0.4%
OMC
183
Old Mission Capital
Illinois
$386K +$386K +5,478 New
SCM
184
Southport Capital Management
Tennessee
$381K -$183K -2,601 -32%
BWA
185
Burt Wealth Advisors
Maryland
$370K +$3.1K +44 +0.8%
LWM
186
Laidlaw Wealth Management
New York
$364K -$156K -2,221 -30%
MSAM
187
Moloney Securities Asset Management
Missouri
$361K -$8.79K -125 -2%
TCM
188
Tradewinds Capital Management
Washington
$360K +$6.2K +88 +2%
SFP
189
Sterling Financial Planning
New Jersey
$358K +$6.7K +95 +2%
CAM
190
Concorde Asset Management
Michigan
$355K +$355K +5,037 New
WFA
191
Wipfli Financial Advisors
Wisconsin
$354K – – –
CCM
192
Condor Capital Management
New Jersey
$350K -$13.1K -187 -4%
KFP
193
KMG Fiduciary Partners
Ohio
$349K +$70 +1 +0%
CWS
194
Cypress Wealth Services
California
$341K – – –
SCA
195
STALEY CAPITAL ADVISERS
Pennsylvania
$340K – – –
MWA
196
Motive Wealth Advisors
Michigan
$335K – – –
AAS
197
Avantax Advisory Services
Texas
$330K +$330K +4,700 New
FPCP
198
Fort Point Capital Partners
California
$327K +$844 +12 +0.3%
GRP
199
Global Retirement Partners
California
$313K +$313K +4,895 New
AP
200
Appleton Partners
Massachusetts
$311K – – –
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