MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

59 hedge funds and large institutions have $86M invested in SPDR S&P 400 Mid Cap Value ETF in 2016 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.58%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
6
Increased
27
Reduced
16
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$2.43M
2
KF
Krilogy Financial
Missouri
+$2.15M
3
FWP
FAS Wealth Partners
Kansas
+$1.18M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.1M
5
IWM
Integrated Wealth Management
California
+$506K

Top Sellers

1
Jane Street
Jane Street
New York
-$2.34M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
-$1.81M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.76M
4
Stifel Financial
Stifel Financial
Missouri
-$893K
5
Morgan Stanley
Morgan Stanley
New York
-$546K
Name Holding Trade Value Shares
Change 		Shares
Change %
RJA
1
Raymond James & Associates
Florida
$20.2M +$2.43M +56,242 +14%
KF
2
Krilogy Financial
Missouri
$12.2M +$2.15M +49,878 +21%
SAM
3
Stringer Asset Management
Tennessee
$8.35M -$520K -12,052 -6%
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$4.65M -$1.81M -41,842 -28%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$4.19M +$398K +9,228 +11%
TCM
6
Tradewinds Capital Management
Washington
$3.68M +$229K +5,302 +7%
Morgan Stanley
7
Morgan Stanley
New York
$3.57M -$546K -12,654 -13%
FWP
8
FAS Wealth Partners
Kansas
$3.18M +$1.18M +27,212 +59%
LPL Financial
9
LPL Financial
California
$2.19M +$144K +3,368 +7%
SDWMA
10
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.06M +$5.18K +120 +0.3%
Axa
11
Axa
France
$2M – – –
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$1.86M +$399K +9,244 +27%
TW
13
Transform Wealth
Colorado
$1.8M +$127K +2,932 +8%
GIA
14
GHP Investment Advisors
Colorado
$1.42M +$207K +4,786 +17%
ADL
15
Asset Dedication LLC
California
$1.4M -$43.1K -998 -3%
Janney Montgomery Scott
16
Janney Montgomery Scott
Pennsylvania
$1.1M +$1.1M +25,356 New
ACM
17
Argentus Capital Management
Texas
$1.02M +$377K +8,734 +59%
VFA
18
Voya Financial Advisors
Connecticut
$977K +$30.1K +704 +3%
CCM
19
Condor Capital Management
New Jersey
$966K -$12.2K -282 -1%
SEIA
20
Signature Estate & Investment Advisors
California
$934K -$61.8K -1,430 -6%
CMP
21
Courage Miller Partners
Virginia
$917K +$59K +1,366 +7%
UBS Group
22
UBS Group
Switzerland
$715K +$18.3K +424 +3%
IWM
23
Integrated Wealth Management
California
$532K +$506K +11,714 +1,952%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$528K -$4.15K -96 -0.8%
Wells Fargo
25
Wells Fargo
California
$456K -$17.7K -410 -4%
1
2 3