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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 %
AF
201
Advisornet Financial
Minnesota
$299K +$232K +3,299 +346%
BWFA
202
Baltimore-Washington Financial Advisors
Maryland
$296K -$40K -611 -12%
AWA
203
Acorn Wealth Advisors
Michigan
$296K +$26.5K +377 +10%
LA
204
Latitude Advisors
Florida
$290K +$290K +4,127 New
JPMPWA
205
J.P. Morgan Private Wealth Advisors
California
$287K +$34.7K +493 +14%
OC
206
Oppenheimer & Co
New York
$282K +$282K +4,002 New
BTWM
207
Baker Tilly Wealth Management
Wisconsin
$279K +$19.6K +279 +8%
BCM
208
Brookstone Capital Management
Illinois
$275K -$284K -4,164 -51%
PA
209
PFG Advisors
Arizona
$268K -$5.56K -79 -2%
SDWMA
210
Schneider Downs Wealth Management Advisors
Pennsylvania
$268K -$3.52K -50 -1%
TSS
211
Two Sigma Securities
New York
$260K +$260K +3,697 New
DWT
212
Dorsey & Whitney Trust
South Dakota
$251K +$251K +3,570 New
FFN
213
Focus Financial Network
Minnesota
$243K +$243K +3,453 New
CFGS
214
Concourse Financial Group Securities
Alabama
$241K -$297K -4,220 -55%
CFG
215
Carter Financial Group
Illinois
$240K +$240K +3,407 New
LSA
216
Lion Street Advisors
Texas
$230K +$230K +3,275 New
SS
217
Simplicity Solutions
Minnesota
$229K +$16.8K +238 +8%
HCWM
218
Harrison & Co Wealth Management
Virginia
$225K +$14.3K +203 +7%
5L
219
55I LLC
Massachusetts
$223K +$20K +285 +10%
CAGAS
220
Capital Advisory Group Advisory Services
Minnesota
$223K +$223K +3,170 New
GKWIM
221
Gerber Kawasaki Wealth & Investment Management
California
$222K +$8.57K +122 +4%
AG
222
Ascent Group
Virginia
$222K +$222K +3,155 New
RT
223
Rockland Trust
Massachusetts
$220K -$29.1K -412 -12%
LWAC
224
Laurel Wealth Advisors (California)
California
$220K +$3.1K +44 +1%
VFA
225
Voya Financial Advisors
Connecticut
$217K +$217K +3,047 New
7 8
9
10 11