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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

77 hedge funds and large institutions have $110M invested in SPDR S&P 400 Mid Cap Value ETF in 2017 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
77
Holders Change
-1
Holders Change %
-1.28%
% of All Funds
1.92%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
11
Increased
38
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KF
Krilogy Financial
Missouri
+$3.06M
2
SG
StoneX Group
New York
+$1.37M
3
UBS Group
UBS Group
Switzerland
+$1.02M
4
NPC
National Planning Corporation
California
+$689K
5
ML
McAdam LLC
Pennsylvania
+$685K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$3.51M
2
TCM
Tradewinds Capital Management
Washington
-$3.16M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.79M
4
TW
Transform Wealth
Colorado
-$2.26M
5
VKH
Virtu KCG Holdings
New York
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
1
Krilogy Financial
Missouri
$16.3M +$3.06M +63,620 +23%
RJA
2
Raymond James & Associates
Florida
$13.7M +$365K +7,582 +3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$5.01M +$495K +10,276 +11%
FWP
4
FAS Wealth Partners
Kansas
$4.91M +$334K +6,926 +7%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$3.92M -$2.79M -57,910 -42%
ML
6
McAdam LLC
Pennsylvania
$3.89M +$685K +14,222 +21%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$3.87M -$288K -5,974 -7%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$3.66M +$195K +4,054 +6%
OA
9
Opes Advisors
California
$3.65M +$584K +11,970 +19%
Morgan Stanley
10
Morgan Stanley
New York
$3.57M -$732K -15,206 -17%
UBS Group
11
UBS Group
Switzerland
$3.23M +$1.02M +21,112 +46%
AP
12
Appleton Partners
Massachusetts
$2.88M +$575K +11,950 +25%
Stifel Financial
13
Stifel Financial
Missouri
$2.63M -$99.2K -2,058 -4%
Bank of America
14
Bank of America
North Carolina
$2.63M -$125K -2,592 -5%
GIA
15
GHP Investment Advisors
Colorado
$2.48M +$350K +7,274 +16%
SDWMA
16
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.33M +$42.8K +888 +2%
Axa
17
Axa
France
$2.22M – – –
APP
18
Avantax Planning Partners
Iowa
$2.18M +$429K +8,906 +25%
Janney Montgomery Scott
19
Janney Montgomery Scott
Pennsylvania
$2.02M +$197K +4,092 +11%
LPL Financial
20
LPL Financial
California
$1.89M +$6.74K +140 +0.4%
ADL
21
Asset Dedication LLC
California
$1.56M +$66.4K +1,384 +4%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.44M +$26.6K +552 +2%
AA
23
Advisory Alpha
Michigan
$1.44M +$311K +6,442 +28%
SG
24
StoneX Group
New York
$1.37M +$1.37M +28,384 New
FNT
25
First National Trust
Pennsylvania
$1.19M +$60.7K +1,260 +5%
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