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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

169 hedge funds and large institutions have $858M invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 65 increasing their positions, 67 reducing their positions, and 45 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
169
Holders Change
-34
Holders Change %
-16.75%
% of All Funds
3.73%
Holding in Top 10
6
Holding in Top 10 Change
-9
Holding in Top 10 Change %
-60%
% of All Funds
0.13%
New
17
Increased
65
Reduced
67
Closed
45
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
Financial Engines Advisors
California
+$39M
2
Stifel Financial
Stifel Financial
Missouri
+$36.7M
3
KA
Klingman & Associates
New York
+$10.5M
4
CIM
Confluence Investment Management
Missouri
+$9.9M
5
NP
NorthRock Partners
Minnesota
+$7.48M

Top Sellers

1
MWA
MFA Wealth Advisors
Pennsylvania
-$16.7M
2
KF
Krilogy Financial
Missouri
-$14M
3
V
Veritable
Delaware
-$5.24M
4
CC
Cassaday & Co
Virginia
-$4.87M
5
FSG
Financial Strategies Group
Michigan
-$4.59M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$514M +$39M +915,259 +8%
Stifel Financial
2
Stifel Financial
Missouri
$37.2M +$36.7M +1,040,475 +7,110%
NP
3
NorthRock Partners
Minnesota
$24.6M +$7.48M +212,218 +44%
TC
4
TownSquare Capital
Utah
$24.1M +$4.98M +128,426 +26%
FWP
5
FAS Wealth Partners
Kansas
$21.3M +$498K +14,126 +2%
ML
6
McAdam LLC
Pennsylvania
$12.2M +$2.23M +63,186 +22%
KA
7
Klingman & Associates
New York
$10.7M +$10.5M +297,881 +5,226%
CIM
8
Confluence Investment Management
Missouri
$9.9M +$9.9M +280,761 New
Osaic Holdings
9
Osaic Holdings
Arizona
$7.97M +$7.97M +231,902 New
GIA
10
GHP Investment Advisors
Colorado
$7.36M +$438K +12,430 +6%
APP
11
Avantax Planning Partners
Iowa
$6.22M +$1.91M +54,205 +44%
SFM
12
Signet Financial Management
New Jersey
$6.21M +$1.06M +27,642 +21%
CAPTRUST Financial Advisors
13
CAPTRUST Financial Advisors
North Carolina
$5.66M +$1.64M +49,358 +41%
FNT
14
First National Trust
Pennsylvania
$5.56M -$339K -9,605 -6%
WFPG
15
Waller Financial Planning Group
Ohio
$5.4M +$1.12M +31,874 +26%
CCP
16
Cardan Capital Partners
Colorado
$5.25M -$4.55M -129,044 -46%
LFS
17
Lutz Financial Services
Nebraska
$5.21M -$1.24M -35,143 -19%
TWP
18
Total Wealth Planning
Ohio
$4.87M -$552K -15,664 -10%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$4.85M -$1.4M -39,678 -22%
EFL
20
ERn Financial LLC
Wisconsin
$4.5M +$2.27M +64,424 +102%
GIA
21
Gladstone Institutional Advisory
Florida
$4.45M +$1.16M +32,893 +35%
JFA
22
JNBA Financial Advisors
Minnesota
$4.32M +$1.27M +35,919 +41%
LPL Financial
23
LPL Financial
California
$4.25M +$693K +19,644 +19%
AWM
24
Argent Wealth Management
Massachusetts
$4.1M +$365K +10,428 +10%
MAM
25
Marotta Asset Management
Virginia
$3.95M +$1.87M +56,270 +90%
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