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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

117 hedge funds and large institutions have $432M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 52 increasing their positions, 36 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+5
Holders Change %
+4.46%
% of All Funds
2.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
13
Increased
52
Reduced
36
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$255M
2
GIA
GHP Investment Advisors
Colorado
+$5.35M
3
AA
Advisory Alpha
Michigan
+$1.35M
4
Morgan Stanley
Morgan Stanley
New York
+$1.09M
5
ML
McAdam LLC
Pennsylvania
+$988K

Top Sellers

1
LTFS
Ladenburg Thalmann Financial Services
Florida
-$6.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.4M
3
TW
Transform Wealth
Colorado
-$2.99M
4
HH
Hilltop Holdings
Texas
-$2.6M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.89M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$255M +$255M +4,900,555 +515,848%
KF
2
Krilogy Financial
Missouri
$20M +$201K +3,854 +1%
AA
3
Advisory Alpha
Michigan
$16.6M +$1.35M +25,568 +9%
GIA
4
GHP Investment Advisors
Colorado
$8.62M +$5.35M +102,885 +164%
ML
5
McAdam LLC
Pennsylvania
$8.12M +$988K +18,990 +14%
FNT
6
First National Trust
Pennsylvania
$6.42M +$643K +12,349 +11%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$6.2M -$6.2M -62,749 -50%
RJA
8
Raymond James & Associates
Florida
$6.13M -$130K -2,505 -2%
FWP
9
FAS Wealth Partners
Kansas
$6.12M +$188K +3,620 +3%
Morgan Stanley
10
Morgan Stanley
New York
$6.08M +$1.09M +20,944 +22%
UBS Group
11
UBS Group
Switzerland
$6.04M -$717K -13,783 -11%
ADL
12
Asset Dedication LLC
California
$5M +$984K +18,950 +25%
HA
13
Harborview Advisors
Maine
$4.33M -$78.7K -1,512 -2%
SEIA
14
Signature Estate & Investment Advisors
California
$4.31M -$93.2K -1,792 -2%
Bank of America
15
Bank of America
North Carolina
$3.99M +$34.3K +660 +0.9%
APP
16
Avantax Planning Partners
Iowa
$3.56M -$47.3K -910 -1%
SAM
17
Stringer Asset Management
Tennessee
$3.19M +$11.2K +216 +0.4%
FIM
18
Freedom Investment Management
Connecticut
$3.01M -$388K -7,455 -11%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$2.98M +$80.4K +1,545 +3%
ACM
20
AlphaStar Capital Management
North Carolina
$2.59M -$919K -17,651 -26%
Axa
21
Axa
France
$2.4M – – –
VDFA
22
Vickerman & Driscoll Financial Advisors
Washington
$2.19M +$479K +9,205 +28%
SFM
23
Signet Financial Management
New Jersey
$2.1M +$692K +13,309 +49%
SDWMA
24
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.1M -$41.7K -802 -2%
DI
25
Diligent Investors
California
$2.06M +$203K +3,901 +11%
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