We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

85 hedge funds and large institutions have $114M invested in State Street SPDR S&P 400 Mid Cap Value ETF in 2017 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

160% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 5

10% more funds holding

Funds holding: 7785 (+8)

3% more capital invested

Capital invested by funds: $110M → $114M (+$3.32M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

33.77% less ownership

Funds ownership: 63.57%29.8% (-34%)

Holders
85
Holders Change
+8
Holders Change %
+10.39%
% of All Funds
2.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
13
Increased
29
Reduced
31
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KF
1
Krilogy Financial
Missouri
$17M +$269K +5,598 +2%
RJA
2
Raymond James & Associates
Florida
$5.58M -$8.29M -172,568 -60%
FWP
3
FAS Wealth Partners
Kansas
$5.29M +$236K +4,906 +5%
ML
4
McAdam LLC
Pennsylvania
$4.65M +$639K +13,292 +16%
SEIA
5
Signature Estate & Investment Advisors
California
$4.04M +$3.05M +63,440 +349%
TSS
6
Two Sigma Securities
New York
$3.83M +$3.72M +77,436 New
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$3.58M -$382K -7,948 -10%
Bank of America
8
Bank of America
North Carolina
$3.57M +$838K +17,448 +32%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$3.51M -$507K -10,556 -13%
UBS Group
10
UBS Group
Switzerland
$3.31M -$7.4K -154 -0.2%
OA
11
Opes Advisors
California
$3.13M -$553K -11,500 -15%
AP
12
Appleton Partners
Massachusetts
$3.12M +$153K +3,190 +5%
Morgan Stanley
13
Morgan Stanley
New York
$3M -$646K -13,440 -18%
TW
14
Transform Wealth
Colorado
$2.83M +$2.74M +57,076 New
Jane Street
15
Jane Street
New York
$2.81M +$1.66M +34,448 +155%
TRCT
16
Tower Research Capital (TRC)
New York
$2.81M +$2.72M +56,700 New
GIA
17
GHP Investment Advisors
Colorado
$2.72M +$160K +3,340 +6%
APP
18
Avantax Planning Partners
Iowa
$2.61M +$364K +7,576 +17%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.6M -$1.13M -23,516 -31%
HH
20
Hilltop Holdings
Texas
$2.44M +$2.37M +49,300 New
Axa
21
Axa
France
$2.29M
SDWMA
22
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.19M -$201K -4,184 -9%
ADL
23
Asset Dedication LLC
California
$2.05M +$433K +9,006 +28%
AA
24
Advisory Alpha
Michigan
$1.95M +$451K +9,396 +32%
LPL Financial
25
LPL Financial
California
$1.53M -$405K -8,422 -21%

MDYV Hedge Fund Activity: Q3 2017 in Review

85 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) for Q3 2017, worth a combined $114M — up 3% from $110M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new MDYV positions and 5 closed out — a net gain of 8 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was Two Sigma Securities, opening a new position worth an estimated $3.72M. The largest seller was Raymond James & Associates, cutting an estimated $8.29M.

  • 85 institutional investors held State Street SPDR S&P 400 Mid Cap Value ETF (MDYV) as of Q3 2017, up from 77 in Q2 2017.
  • Funds reported $114M of State Street SPDR S&P 400 Mid Cap Value ETF stock for Q3 2017, up 3% quarter-over-quarter.
  • 13 funds opened new State Street SPDR S&P 400 Mid Cap Value ETF positions in Q3 2017 and 5 closed out, a net change of +8 holders.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF buyer in Q3 2017 was Two Sigma Securities, an estimated $3.72M added.
  • The largest State Street SPDR S&P 400 Mid Cap Value ETF seller in Q3 2017 was Raymond James & Associates, an estimated $8.29M sold.

Based on aggregated 13F filings for Q3 2017.