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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

68 hedge funds and large institutions have $168M invested in SPDR S&P 400 Mid Cap Value ETF in 2016 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
68
Holders Change
+9
Holders Change %
+15.25%
% of All Funds
1.7%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
17
Increased
21
Reduced
18
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FMP
Financial Management Professionals
Texas
+$46.1M
2
AG
Advisor Group
Arizona
+$10.9M
3
AIM
Advantage Investment Management
Iowa
+$9.42M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.08M
5
Stifel Financial
Stifel Financial
Missouri
+$2.66M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$1.25M
2
LPL Financial
LPL Financial
California
-$633K
3
RJA
Raymond James & Associates
Florida
-$539K
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$421K
5
KF
Krilogy Financial
Missouri
-$362K
Name Holding Trade Value Shares
Change 		Shares
Change %
FMP
1
Financial Management Professionals
Texas
$46.1M +$46.1M +988,800 New
RJA
2
Raymond James & Associates
Florida
$21.5M -$539K -11,466 -2%
KF
3
Krilogy Financial
Missouri
$12.9M -$362K -7,704 -3%
AG
4
Advisor Group
Arizona
$10.9M +$10.9M +231,116 +77,039%
AIM
5
Advantage Investment Management
Iowa
$9.42M +$9.42M +200,496 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$5.64M +$1.09M +23,178 +24%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$4.64M -$421K -8,972 -8%
Morgan Stanley
8
Morgan Stanley
New York
$4.64M +$756K +16,088 +19%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$4.06M +$2.03M +43,298 +100%
FWP
10
FAS Wealth Partners
Kansas
$3.84M +$380K +8,096 +11%
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$3.08M +$3.08M +65,530 New
ML
12
McAdam LLC
Pennsylvania
$2.9M +$2.9M +61,720 New
TCM
13
Tradewinds Capital Management
Washington
$2.76M -$1.25M -26,532 -31%
Stifel Financial
14
Stifel Financial
Missouri
$2.66M +$2.66M +56,518 New
Janney Montgomery Scott
15
Janney Montgomery Scott
Pennsylvania
$2.51M +$1.32M +28,128 +111%
SDWMA
16
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.18M -$64.3K -1,368 -3%
Axa
17
Axa
France
$2.17M – – –
TW
18
Transform Wealth
Colorado
$2.08M +$121K +2,582 +6%
UBS Group
19
UBS Group
Switzerland
$1.96M +$1.18M +25,194 +152%
GIA
20
GHP Investment Advisors
Colorado
$1.83M +$293K +6,228 +19%
LPL Financial
21
LPL Financial
California
$1.79M -$633K -13,352 -26%
APP
22
Avantax Planning Partners
Iowa
$1.53M +$1.53M +32,602 New
ADL
23
Asset Dedication LLC
California
$1.5M -$30.9K -658 -2%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$1.36M +$781K +16,616 +136%
VFA
25
Voya Financial Advisors
Connecticut
$1.07M -$10.3K -218 -1%
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