MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

240 hedge funds and large institutions have $1.26B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+24
Holders Change %
+11.11%
% of All Funds
4.19%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
38
Increased
81
Reduced
89
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$189M
2
FMP
Financial Management Professionals
Texas
+$58.2M
3
TCM
Tradewinds Capital Management
Washington
+$16.9M
4
FC
Ferris Capital
Massachusetts
+$7.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.84M

Top Sellers

1
AWM
Avior Wealth Management
Nebraska
-$46.6M
2
OPS
Orion Portfolio Solutions
Nebraska
-$44.7M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$18.4M
4
LPL Financial
LPL Financial
California
-$13.1M
5
Stifel Financial
Stifel Financial
Missouri
-$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
BW
201
Bison Wealth
Georgia
$41K – – –
GRP
202
Global Retirement Partners
California
$41K +$27.3K +401 +200%
Qube Research & Technologies (QRT)
203
Qube Research & Technologies (QRT)
United Kingdom
$41K +$41K +600 New
JGIA
204
Jackson Grant Investment Advisers
Connecticut
$39K +$201 +3 +0.5%
BA
205
Ballast Advisors
Minnesota
$36K – – –
CAGAS
206
Capital Advisory Group Advisory Services
Minnesota
$36K +$12.4K +185 +53%
PSIWM
207
Paradigm Strategies in Wealth Management
Minnesota
$32K +$136 +2 +0.4%
PGAM
208
Princeton Global Asset Management
New Jersey
$31K +$67 +1 +0.2%
AIM
209
Arcadia Investment Management
Michigan
$30K – – –
US Bancorp
210
US Bancorp
Minnesota
$24K +$24K +344 New
CP
211
Castleview Partners
Texas
$24K +$24K +350 New
Barclays
212
Barclays
United Kingdom
$23K +$23K +339 New
CIAS
213
Capital Investment Advisory Services
North Carolina
$20K – – –
FRA
214
Front Row Advisors
California
$20K – – –
Citigroup
215
Citigroup
New York
$20K +$198 +3 +1%
JPLA
216
Joseph P. Lucia & Associates
New York
$15K – – –
MCM
217
Manchester Capital Management
Vermont
$15K – – –
JWBC
218
John W. Brooker & Co
California
$14K – – –
CAL
219
Capital Analysts LLC
Pennsylvania
$14K +$11.5K +164 +456%
CB
220
CNB Bank
Pennsylvania
$14K +$14K +200 New
ASN
221
Advisory Services Network
Georgia
$14K +$14K +210 New
FHA
222
First Horizon Advisors
Tennessee
$13K +$13K +204 New
CCM
223
Covington Capital Management
California
$11K +$11K +163 New
PWM
224
Prentice Wealth Management
New York
$10K – – –
GIA
225
Goodwin Investment Advisory
Georgia
$10K +$10K +149 New
7 8
9
10 11