We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

23 hedge funds and large institutions have $16.8M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 6 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 1

70% more capital invested

Capital invested by funds: $9.92M → $16.8M (+$6.92M)

50% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 4

35% more funds holding

Funds holding: 1723 (+6)

12.98% more ownership

Funds ownership: 40.83%53.81% (+13%)

Holders
23
Holders Change
+6
Holders Change %
+35.29%
% of All Funds
0.75%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
6
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SG Americas Securities
1
SG Americas Securities
New York
$4.29M +$4.24M +116,746 New
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$3.73M -$740K -20,382 -17%
Axa
3
Axa
France
$1.7M
LPL Financial
4
LPL Financial
California
$1.61M +$957K +26,358 +160%
Wells Fargo
5
Wells Fargo
California
$972K -$204K -5,620 -18%
Morgan Stanley
6
Morgan Stanley
New York
$884K -$2.47K -68 -0.3%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$724K +$715K +19,700 New
CCM
8
Condor Capital Management
New Jersey
$506K +$65.5K +1,804 +15%
PMG
9
ProVise Management Group
Florida
$429K +$424K +11,678 New
VKH
10
Virtu KCG Holdings
New York
$374K +$369K +10,172 New
U
11
UBS
Switzerland
$360K +$20.6K +568 +6%
FIM
12
Freedom Investment Management
Connecticut
$332K +$3.05K +84 +0.9%
Citigroup
13
Citigroup
New York
$314K +$240K +6,604 +340%
CIC
14
Carnegie Investment Counsel
Ohio
$258K +$10.5K +288 +4%
BRWA
15
B. Riley Wealth Advisors
Florida
$135K +$134K +3,678 New
Bank of America
16
Bank of America
North Carolina
$72K -$726 -20 -1%
TAIM
17
TD Ameritrade Investment Management
Nebraska
$44K
Ameriprise
18
Ameriprise
Minnesota
$37K
M&T Bank
19
M&T Bank
New York
$34K
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$22K +$22K +606 New
AIG
21
American International Group
New York
$7.35K +$7.26K +200 New
NES
22
New England Securities
New York
$6K
MFS
23
MSI Financial Services
Massachusetts
$4K
TRCT
24
Tower Research Capital (TRC)
New York
-$28K -800 Closed

MDYV Hedge Fund Activity: Q3 2013 in Review

23 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2013, worth a combined $16.8M — up 70% from $9.92M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new MDYV positions and 1 closed out — a net gain of 6 holders — while 6 added to existing stakes and 4 trimmed.

The largest buyer was SG Americas Securities, opening a new position worth an estimated $4.24M. The largest seller was Susquehanna International Group, cutting an estimated $740K.

  • 23 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2013, up from 17 in Q2 2013.
  • Funds reported $16.8M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2013, up 70% quarter-over-quarter.
  • 7 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2013 and 1 closed out, a net change of +6 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2013 was SG Americas Securities, an estimated $4.24M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2013 was Susquehanna International Group, an estimated $740K sold.

Based on aggregated 13F filings for Q3 2013.