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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

159 hedge funds and large institutions have $1.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 67 increasing their positions, 43 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
-4
Holders Change %
-2.45%
% of All Funds
3.46%
Holding in Top 10
13
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+8.33%
% of All Funds
0.28%
New
16
Increased
67
Reduced
43
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCIA
Prime Capital Investment Advisors
Kansas
+$7.5M
2
LFS
Lutz Financial Services
Nebraska
+$4.13M
3
SWA
Stratos Wealth Advisors
Ohio
+$3.36M
4
JWS
Juncture Wealth Strategies
Arizona
+$1.82M
5
CWA
Clarus Wealth Advisors
Arizona
+$1.47M

Top Sellers

1
Goldman Sachs
Goldman Sachs
New York
-$12M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$10.1M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$8.43M
4
HIM
Hanlon Investment Management
New Jersey
-$8.4M
5
MIAN
Mariner Independent Advisor Network
Kansas
-$2.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$582M -$8.43M -155,377 -1%
S
2
Schroders
United Kingdom
$83.9M +$826K +16,089 +1%
FWP
3
FAS Wealth Partners
Kansas
$28.9M +$525K +10,212 +2%
TC
4
TownSquare Capital
Utah
$22.8M -$1.79M -35,579 -7%
KF
5
Krilogy Financial
Missouri
$21M -$62.3K -1,213 -0.3%
MWA
6
MFA Wealth Advisors
Pennsylvania
$14.8M +$738K +14,374 +5%
CCP
7
Cardan Capital Partners
Colorado
$13.4M +$486K +9,458 +4%
ML
8
McAdam LLC
Pennsylvania
$11.7M +$973K +18,944 +9%
V
9
Veritable
Delaware
$10.5M -$313K -6,094 -3%
Morgan Stanley
10
Morgan Stanley
New York
$10.2M +$1.11M +21,588 +12%
GIA
11
GHP Investment Advisors
Colorado
$9.62M +$165K +3,206 +2%
TAIM
12
TD Ameritrade Investment Management
Nebraska
$8.63M -$171K -3,334 -2%
FNT
13
First National Trust
Pennsylvania
$8.21M +$233K +4,537 +3%
PCIA
14
Prime Capital Investment Advisors
Kansas
$7.5M +$7.5M +146,018 New
CC
15
Cassaday & Co
Virginia
$7.14M -$22.6K -440 -0.3%
TWP
16
Total Wealth Planning
Ohio
$7.14M +$436K +8,481 +6%
CWA
17
Clarus Wealth Advisors
Arizona
$7.01M +$1.47M +28,567 +26%
Bank of America
18
Bank of America
North Carolina
$6.51M +$774K +15,068 +13%
WFPG
19
Waller Financial Planning Group
Ohio
$5.87M +$185K +3,634 +3%
SFM
20
Signet Financial Management
New Jersey
$5.82M +$779K +14,892 +15%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$5.57M +$95.4K +1,857 +2%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$5.41M -$1.15M -22,316 -17%
APP
23
Avantax Planning Partners
Iowa
$5.12M +$822K +16,069 +19%
SWA
24
Stratos Wealth Advisors
Ohio
$5M +$3.36M +65,406 +205%
GIA
25
Gladstone Institutional Advisory
Florida
$4.67M +$533K +10,379 +13%
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