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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

146 hedge funds and large institutions have $553M invested in SPDR S&P 400 Mid Cap Value ETF in 2018 Q4 according to their latest regulatory filings, with 41 funds opening new positions, 63 increasing their positions, 27 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
146
Holders Change
+17
Holders Change %
+13.18%
% of All Funds
3.26%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.22%
New
41
Increased
63
Reduced
27
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
CCP
Cardan Capital Partners
Colorado
+$11M
2
V
Veritable
Delaware
+$9.3M
3
CC
Cassaday & Co
Virginia
+$6.26M
4
MWM
Merriman Wealth Management
Washington
+$4.69M
5
CA
Centerpoint Advisors
Massachusetts
+$4.16M

Top Sellers

1
AA
Advisory Alpha
Michigan
-$16.2M
2
Financial Engines Advisors
Financial Engines Advisors
California
-$14.6M
3
RJA
Raymond James & Associates
Florida
-$5.31M
4
SAM
Stringer Asset Management
Tennessee
-$3.42M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$272M -$14.6M -318,497 -5%
TC
2
TownSquare Capital
Utah
$23.9M +$23.9M +476,552 New
FWP
3
FAS Wealth Partners
Kansas
$23.5M +$1.59M +35,831 +7%
KF
4
Krilogy Financial
Missouri
$18.3M +$1.04M +23,358 +6%
CCP
5
Cardan Capital Partners
Colorado
$11M +$11M +248,015 New
MWA
6
MFA Wealth Advisors
Pennsylvania
$10.1M +$506K +11,387 +5%
V
7
Veritable
Delaware
$9.3M +$9.3M +209,690 New
Morgan Stanley
8
Morgan Stanley
New York
$8.58M +$3.45M +77,749 +67%
ML
9
McAdam LLC
Pennsylvania
$8.52M +$1.06M +23,957 +14%
FNT
10
First National Trust
Pennsylvania
$8.31M +$1.47M +33,045 +21%
GIA
11
GHP Investment Advisors
Colorado
$7.78M +$255K +5,753 +3%
LTFS
12
Ladenburg Thalmann Financial Services
Florida
$6.56M +$676K +15,322 +11%
CC
13
Cassaday & Co
Virginia
$6.26M +$6.26M +141,118 New
UBS Group
14
UBS Group
Switzerland
$5.48M -$841K -18,961 -13%
TWP
15
Total Wealth Planning
Ohio
$5.45M +$5.45M +122,892 New
WFPG
16
Waller Financial Planning Group
Ohio
$4.81M +$4.81M +108,400 New
MWM
17
Merriman Wealth Management
Washington
$4.69M +$4.69M +103,367 New
Bank of America
18
Bank of America
North Carolina
$4.54M +$800K +18,022 +21%
ADL
19
Asset Dedication LLC
California
$4.39M -$335K -7,549 -7%
CA
20
Centerpoint Advisors
Massachusetts
$4.16M +$4.16M +93,784 New
SEIA
21
Signature Estate & Investment Advisors
California
$4.11M +$439K +9,898 +12%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.88M +$2.88M +64,985 +288%
HA
23
Harborview Advisors
Maine
$3.85M +$279K +6,283 +8%
TAIM
24
TD Ameritrade Investment Management
Nebraska
$3.53M +$2.22M +50,009 +169%
RWA
25
Redhawk Wealth Advisors
Minnesota
$3.4M -$730K -14,563 -18%
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