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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 %
5L
201
55I LLC
Massachusetts
$205K +$205K +2,890 New
VIA
202
Vickerman Investment Advisors
Washington
$204K -$99.5K -1,397 -33%
CF
203
Centaurus Financial
California
$129K +$6.49K +91 +5%
FAG
204
Fortitude Advisory Group
Washington
$124K +$124K +1,737 New
Qube Research & Technologies (QRT)
205
Qube Research & Technologies (QRT)
United Kingdom
$114K +$88.5K +1,248 +348%
RPCONE
206
Retirement Planning Company of New England
Rhode Island
$92K +$92K +1,305 New
CHA
207
Carmichael Hill & Associates
Maryland
$75K – – –
UB
208
UMB Bank
Missouri
$71K +$71K +993 New
AF
209
Advisornet Financial
Minnesota
$68K +$9.56K +134 +16%
Fidelity Investments
210
Fidelity Investments
Massachusetts
$65K -$3.12K -44 -5%
CFD
211
Creative Financial Designs
Indiana
$61K – – –
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$60K – – –
EWM
213
EPG Wealth Management
Georgia
$57K +$286 +4 +0.5%
CIAS
214
Capital Investment Advisory Services
North Carolina
$49K +$27.8K +395 +132%
SWM
215
Selective Wealth Management
Virginia
$47K – – –
PFGIA
216
Patriot Financial Group Insurance Agency
Massachusetts
$46K -$5.1K -71 -10%
MCC
217
Money Concepts Capital
Florida
$44K +$44K +623 New
BW
218
Bison Wealth
Georgia
$43K – – –
JGIA
219
Jackson Grant Investment Advisers
Connecticut
$42K +$214 +3 +0.5%
SMC
220
Smith, Moore & Co
Missouri
$39K +$39K +552 New
BA
221
Ballast Advisors
Minnesota
$38K – – –
CA
222
CoreCap Advisors
Michigan
$35K +$35K +487 New
PGAM
223
Princeton Global Asset Management
New Jersey
$33K +$212 +3 +0.6%
AIM
224
Arcadia Investment Management
Michigan
$32K – – –
CAL
225
Capital Analysts LLC
Pennsylvania
$32K +$7.11K +100 +29%
7 8
9
10 11