MDYV icon

SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

129 hedge funds and large institutions have $579M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 54 increasing their positions, 30 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
129
Holders Change
+12
Holders Change %
+10.26%
% of All Funds
2.95%
Holding in Top 10
9
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+80%
% of All Funds
0.21%
New
21
Increased
54
Reduced
30
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$75.2M
2
FWP
FAS Wealth Partners
Kansas
+$20.3M
3
MWA
MFA Wealth Advisors
Pennsylvania
+$10.5M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$3.79M
5
MIAN
Mariner Independent Advisor Network
Kansas
+$2.84M

Top Sellers

1
VAS
Valicenti Advisory Services
New York
-$1.96M
2
ACM
AlphaStar Capital Management
North Carolina
-$1.58M
3
CA
Cetera Advisors
Colorado
-$859K
4
CF
Centaurus Financial
California
-$278K
5
AP
Appleton Partners
Massachusetts
-$244K
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$349M +$75.2M +1,343,739 +27%
FWP
2
FAS Wealth Partners
Kansas
$26.6M +$20.3M +377,143 +321%
KF
3
Krilogy Financial
Missouri
$21M +$312K +5,803 +2%
AA
4
Advisory Alpha
Michigan
$16.2M +$1.15M +23,962 +8%
MWA
5
MFA Wealth Advisors
Pennsylvania
$10.9M +$10.5M +209,120 +2,831%
GIA
6
GHP Investment Advisors
Colorado
$9.12M +$212K +3,946 +2%
ML
7
McAdam LLC
Pennsylvania
$8.94M +$641K +12,050 +8%
FNT
8
First National Trust
Pennsylvania
$8.29M +$1.65M +30,771 +25%
UBS Group
9
UBS Group
Switzerland
$7.66M +$1.42M +26,457 +23%
LTFS
10
Ladenburg Thalmann Financial Services
Florida
$7.15M +$3.79M +70,601 +113%
RJA
11
Raymond James & Associates
Florida
$6.71M +$382K +7,103 +6%
Morgan Stanley
12
Morgan Stanley
New York
$6.22M -$60.9K -1,134 -1%
ADL
13
Asset Dedication LLC
California
$5.72M +$552K +10,270 +11%
Bank of America
14
Bank of America
North Carolina
$4.52M +$409K +7,621 +10%
SEIA
15
Signature Estate & Investment Advisors
California
$4.45M -$3.6K -67 -0.1%
RWA
16
Redhawk Wealth Advisors
Minnesota
$4.43M +$4.43M +82,489 New
HA
17
Harborview Advisors
Maine
$4.33M -$146K -2,708 -3%
APP
18
Avantax Planning Partners
Iowa
$3.95M +$279K +5,195 +8%
SAM
19
Stringer Asset Management
Tennessee
$3.42M +$126K +2,342 +4%
SFM
20
Signet Financial Management
New Jersey
$3.19M +$1.02M +19,029 +47%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$3.15M +$69.5K +1,294 +2%
FIM
22
Freedom Investment Management
Connecticut
$3.01M -$126K -2,327 -4%
MIAN
23
Mariner Independent Advisor Network
Kansas
$2.84M +$2.84M +52,879 New
Axa
24
Axa
France
$2.48M – – –
RJFSA
25
Raymond James Financial Services Advisors
Florida
$2.46M +$987K +18,375 +67%
1
2 3 4 5