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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

112 hedge funds and large institutions have $185M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+3
Holders Change %
+2.75%
% of All Funds
2.57%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.14%
New
15
Increased
54
Reduced
30
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.77M
2
ACM
AlphaStar Capital Management
North Carolina
+$3.35M
3
FIM
Freedom Investment Management
Connecticut
+$2.76M
4
HH
Hilltop Holdings
Texas
+$2.6M
5
FNT
First National Trust
Pennsylvania
+$2.58M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
-$6.87M
2
OA
Opes Advisors
California
-$1.6M
3
CG
Colony Group
Massachusetts
-$960K
4
AP
Appleton Partners
Massachusetts
-$869K
5
CA
Corrado Advisors
New Jersey
-$704K
Name Holding Trade Value Shares
Change 		Shares
Change %
KF
1
Krilogy Financial
Missouri
$18.9M +$1.03M +20,644 +6%
AA
2
Advisory Alpha
Michigan
$14.7M +$511K +9,986 +4%
AIA
3
Allegis Investment Advisors
Idaho
$14.6M +$2.47M +49,724 +20%
ML
4
McAdam LLC
Pennsylvania
$6.81M +$2.14M +42,982 +46%
UBS Group
5
UBS Group
Switzerland
$6.46M +$322K +6,472 +5%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$6.2M +$1.01M +20,490 +20%
RJA
7
Raymond James & Associates
Florida
$5.99M +$129K +2,584 +2%
FWP
8
FAS Wealth Partners
Kansas
$5.67M +$138K +2,772 +2%
FNT
9
First National Trust
Pennsylvania
$5.53M +$2.58M +51,890 +88%
Morgan Stanley
10
Morgan Stanley
New York
$4.77M +$1.83M +36,850 +62%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.39M +$3.77M +75,812 +614%
HA
12
Harborview Advisors
Maine
$4.22M -$108K -2,172 -2%
SEIA
13
Signature Estate & Investment Advisors
California
$4.21M +$81.7K +1,642 +2%
ADL
14
Asset Dedication LLC
California
$3.83M +$1.65M +33,324 +76%
Bank of America
15
Bank of America
North Carolina
$3.78M +$51.9K +1,044 +1%
APP
16
Avantax Planning Partners
Iowa
$3.45M +$929K +18,670 +37%
ACM
17
AlphaStar Capital Management
North Carolina
$3.35M +$3.35M +67,440 New
FIM
18
Freedom Investment Management
Connecticut
$3.25M +$2.76M +55,552 +573%
GIA
19
GHP Investment Advisors
Colorado
$3.13M +$243K +4,880 +8%
SAM
20
Stringer Asset Management
Tennessee
$3.04M -$52.7K -1,060 -2%
TW
21
Transform Wealth
Colorado
$2.99M -$18.4K -370 -0.6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.77M +$93.4K +1,878 +3%
HH
23
Hilltop Holdings
Texas
$2.6M +$2.6M +52,316 New
Axa
24
Axa
France
$2.3M – – –
TAIM
25
TD Ameritrade Investment Management
Nebraska
$2.08M +$2.02M +40,556 +3,281%
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