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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

216 hedge funds and large institutions have $1.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
3.8%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
30
Increased
62
Reduced
91
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$22.5M
2
IWM
IHT Wealth Management
Illinois
+$12.8M
3
KW
KWB Wealth
California
+$7.64M
4
OPS
Orion Portfolio Solutions
Nebraska
+$6.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$299M
2
Osaic Holdings
Osaic Holdings
Arizona
-$149M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$92M
4
Stifel Financial
Stifel Financial
Missouri
-$28.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPLA
201
Joseph P. Lucia & Associates
New York
$14K – – –
GRP
202
Global Retirement Partners
California
$13K +$13K +201 New
PWM
203
Prentice Wealth Management
New York
$9K +$9K +143 New
NFG
204
Next Financial Group
Texas
$7K -$430K -6,579 -98%
FFW
205
Fusion Family Wealth
New York
$7K -$206 -3 -3%
QCG
206
Quadrant Capital Group
Ohio
$7K – – –
GI
207
Gradient Investments
Minnesota
$5K -$6.75K -104 -57%
CMA
208
Cedar Mountain Advisors
Oregon
$5K -$857 -12 -15%
EVM
209
Eaton Vance Management
Massachusetts
$5K +$5K +75 New
MAM
210
Meeder Asset Management
Ohio
$5K +$5K +78 New
IF
211
Ironwood Financial
Arizona
$3K – – –
FGAM
212
Financial Gravity Asset Management
Texas
$2.86K +$1.82K +28 +175%
GTAM
213
Global Trust Asset Management
Florida
$2K – – –
CAL
214
Capital Analysts LLC
Pennsylvania
$2K +$2K +36 New
AssetMark Inc
215
AssetMark Inc
California
$1K -$23.6K -212 -96%
PWM
216
Provident Wealth Management
Tennessee
$1K -$1.88K -15 -65%
WIA
217
World Investment Advisors
California
– -$11.4M -186,439 Closed
BRWA
218
B. Riley Wealth Advisors
Florida
– -$4.04M -72,723 Closed
Susquehanna International Group
219
Susquehanna International Group
Pennsylvania
– -$1.84M -33,130 Closed
CIC
220
Carnegie Investment Counsel
Ohio
– -$1.02M -18,303 Closed
SWM
221
SigFig Wealth Management
California
– -$890K -16,044 Closed
CBFP
222
Cedar Brook Financial Partners
Ohio
– -$705K -12,711 Closed
M&T Bank
223
M&T Bank
New York
– -$685K -12,336 Closed
LSA
224
Lion Street Advisors
Texas
– -$509K -9,452 Closed
CWA
225
Centennial Wealth Advisory
Michigan
– -$488K -8,798 Closed
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