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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

203 hedge funds and large institutions have $1.13B invested in SPDR S&P 400 Mid Cap Value ETF in 2019 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 82 increasing their positions, 39 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
203
Holders Change
+44
Holders Change %
+27.67%
% of All Funds
4.01%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.3%
New
57
Increased
82
Reduced
39
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$24.5M
2
NP
NorthRock Partners
Minnesota
+$15.6M
3
TCM
Tradewinds Capital Management
Washington
+$4.13M
4
LFS
Lutz Financial Services
Nebraska
+$3.29M
5
CFA
Carroll Financial Associates
North Carolina
+$2.53M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$567M
2
WIA
World Investment Advisors
California
-$9.18M
3
RWA
Redhawk Wealth Advisors
Minnesota
-$3.65M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.33M
5
CWA
Clarus Wealth Advisors
Arizona
-$2.45M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$637M +$24.5M +428,955 +4%
FWP
2
FAS Wealth Partners
Kansas
$32.4M +$603K +11,011 +2%
TC
3
TownSquare Capital
Utah
$27M +$583K +10,637 +2%
NP
4
NorthRock Partners
Minnesota
$26.7M +$15.6M +284,602 +141%
KF
5
Krilogy Financial
Missouri
$23.7M +$106K +1,941 +0.5%
MWA
6
MFA Wealth Advisors
Pennsylvania
$16.7M +$507K +9,258 +3%
ML
7
McAdam LLC
Pennsylvania
$15.4M +$1.16M +21,256 +8%
CCP
8
Cardan Capital Partners
Colorado
$15.2M +$259K +4,736 +2%
V
9
Veritable
Delaware
$11.3M +$135K +2,460 +1%
Morgan Stanley
10
Morgan Stanley
New York
$11M +$1.17M +21,429 +12%
GIA
11
GHP Investment Advisors
Colorado
$10.8M +$200K +3,654 +2%
LFS
12
Lutz Financial Services
Nebraska
$10M +$3.29M +60,089 +49%
TAIM
13
TD Ameritrade Investment Management
Nebraska
$9.7M -$62.5K -1,141 -0.6%
FNT
14
First National Trust
Pennsylvania
$9.16M +$772K +14,093 +9%
TWP
15
Total Wealth Planning
Ohio
$8.42M +$148K +2,708 +2%
CC
16
Cassaday & Co
Virginia
$7.62M – – –
SFM
17
Signet Financial Management
New Jersey
$7.38M +$209K +3,819 +3%
Bank of America
18
Bank of America
North Carolina
$6.92M +$41K +749 +0.6%
APP
19
Avantax Planning Partners
Iowa
$6.69M +$807K +14,740 +14%
WFPG
20
Waller Financial Planning Group
Ohio
$6.64M +$31K +566 +0.5%
CAPTRUST Financial Advisors
21
CAPTRUST Financial Advisors
North Carolina
$6.63M +$285K +5,209 +4%
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$6.13M -$153K -2,803 -2%
AWM
23
Argent Wealth Management
Massachusetts
$5.85M +$5.85M +106,748 New
RG
24
Retirement Group
California
$5.74M +$5.74M +104,755 New
LPL Financial
25
LPL Financial
California
$5.53M +$1.58M +28,931 +40%
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