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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

274 hedge funds and large institutions have $1.05B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 49 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
274
Holders Change
-23
Holders Change %
-7.74%
% of All Funds
4.63%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.29%
New
30
Increased
104
Reduced
92
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
$87.9M
2
LPL Financial
LPL Financial
California
$76.6M
3
PPW
Parcion Private Wealth
Washington
$5.71M
4
FNT
First National Trust
Pennsylvania
$18.2M
5
MWM
Minot Wealth Management
Massachusetts
$9.7M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$6.92M
2
Osaic Holdings
Osaic Holdings
Arizona
$31.7M
3
CCMG
Clark Capital Management Group
Pennsylvania
$6.45M
4
OPS
Orion Portfolio Solutions
Nebraska
$0
5
IWM
IHT Wealth Management
Illinois
$799K
Name Holding Trade Value Shares
Change 		Shares
Change %
CWS
176
Cypress Wealth Services
California
$292K -$907 -15 -0.3%
SCA
177
STALEY CAPITAL ADVISERS
Pennsylvania
$292K – – –
BTWM
178
Baker Tilly Wealth Management
Wisconsin
$292K +$52.2K +863 +22%
PCIA
179
Prime Capital Investment Advisors
Kansas
$290K -$72.5K -1,198 -20%
LWM
180
Laidlaw Wealth Management
New York
$289K -$23.9K -395 -8%
FPCP
181
Fort Point Capital Partners
California
$285K +$4.11K +68 +1%
MWA
182
Motive Wealth Advisors
Michigan
$279K -$9.21K -152 -3%
GRP
183
Global Retirement Partners
California
$272K -$24.5K -404 -8%
AP
184
Appleton Partners
Massachusetts
$261K -$6.04K -100 -2%
AWA
185
Acorn Wealth Advisors
Michigan
$256K +$909 +15 +0.4%
5L
186
55I LLC
Massachusetts
$235K +$43K +711 +22%
OC
187
Oppenheimer & Co
New York
$230K -$11.8K -195 -5%
SDWMA
188
Schneider Downs Wealth Management Advisors
Pennsylvania
$230K – – –
CFGS
189
Concourse Financial Group Securities
Alabama
$229K +$21.9K +362 +11%
PA
190
PFG Advisors
Arizona
$226K -$4.11K -68 -2%
Prudential Financial
191
Prudential Financial
New Jersey
$223K -$322K -5,284 -59%
HI
192
Human Investing
Oregon
$223K +$223K +3,680 New
DWT
193
Dorsey & Whitney Trust
South Dakota
$216K – – –
William Blair & Company
194
William Blair & Company
Illinois
$215K +$45.7K +756 +27%
FFN
195
Focus Financial Network
Minnesota
$214K +$4.6K +76 +2%
PTC
196
Private Trust Company
Ohio
$212K +$212K +3,503 New
RCAG
197
Rehmann Capital Advisory Group
Michigan
$211K -$315K -5,201 -60%
CAGAS
198
Capital Advisory Group Advisory Services
Minnesota
$201K – – –
HI
199
Harbour Investments
Wisconsin
$188K +$188K +3,107 New
IHWM
200
Iron Horse Wealth Management
Iowa
$177K -$181 -3 -0.1%
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