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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 %
APA
201
American Portfolios Advisors
New York
$173K -$4.72M -78,079 -96%
TCM
202
Tradewinds Capital Management
Washington
$126K -$183K -3,025 -59%
TRCT
203
Tower Research Capital (TRC)
New York
$118K +$118K +1,957 New
Jones Financial Companies
204
Jones Financial Companies
Missouri
$106K +$106K +1,707 New
SWM
205
SeaCrest Wealth Management
New York
$98K +$98K +1,612 New
CHA
206
Carmichael Hill & Associates
Maryland
$64K -$18.7K -309 -23%
AF
207
Advisornet Financial
Minnesota
$62K -$195K -3,226 -76%
CP
208
Castleview Partners
Texas
$61.8K +$47.9K +1,207 +345%
Fidelity Investments
209
Fidelity Investments
Massachusetts
$59K -$7.35K -122 -11%
CFD
210
Creative Financial Designs
Indiana
$52K – – –
UB
211
UMB Bank
Missouri
$51K -$9.08K -150 -15%
FHA
212
First Horizon Advisors
Tennessee
$51K +$10.1K +168 +25%
VRM
213
Vectors Research Management
New York
$49K +$37K +615 +308%
CA
214
CoreCap Advisors
Michigan
$49K +$49K +814 New
Rockefeller Capital Management
215
Rockefeller Capital Management
New York
$47K -$3.74K -63 -7%
CIAS
216
Capital Investment Advisory Services
North Carolina
$42K – – –
ST
217
Smithfield Trust
Pennsylvania
$42K – – –
SWM
218
Selective Wealth Management
Virginia
$40K – – –
MCC
219
Money Concepts Capital
Florida
$39K – – –
PFGIA
220
Patriot Financial Group Insurance Agency
Massachusetts
$38K +$1.53K +25 +4%
IAMOG
221
Investors Asset Management of Georgia
Georgia
$37K +$37K +608 New
BW
222
Bison Wealth
Georgia
$36K – – –
JGIA
223
Jackson Grant Investment Advisers
Connecticut
$36K +$182 +3 +0.5%
BTI
224
Blue Trust Inc
Georgia
$35K +$35K +500 New
CAL
225
Capital Analysts LLC
Pennsylvania
$33K – – –
7 8
9
10 11