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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

179 hedge funds and large institutions have $576M invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 59 increasing their positions, 68 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
179
Holders Change
+10
Holders Change %
+5.92%
% of All Funds
3.68%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
31
Increased
59
Reduced
68
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BFEC
Benjamin F. Edwards & Company
Missouri
+$19.5M
2
AA
Alesco Advisors
New York
+$19M
3
TF
TIAA FSB
Florida
+$15.6M
4
NP
NorthRock Partners
Minnesota
+$10.8M
5
MWM
Merriman Wealth Management
Washington
+$8M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$442M
2
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors
North Carolina
-$4.58M
3
TCM
Tradewinds Capital Management
Washington
-$3.81M
4
HF
HRT Financial
New York
-$2.99M
5
CA
Centerpoint Advisors
Massachusetts
-$2.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$72.5M -$442M -10,370,323 -86%
Stifel Financial
2
Stifel Financial
Missouri
$43.6M -$1.39M -32,563 -3%
NP
3
NorthRock Partners
Minnesota
$40.6M +$10.8M +252,450 +36%
FWP
4
FAS Wealth Partners
Kansas
$27.2M +$1.39M +32,528 +5%
TC
5
TownSquare Capital
Utah
$24.4M -$1.56M -37,349 -6%
AA
6
Alesco Advisors
New York
$21M +$19M +446,366 +954%
BFEC
7
Benjamin F. Edwards & Company
Missouri
$19.5M +$19.5M +457,011 New
ML
8
McAdam LLC
Pennsylvania
$15.7M +$1.04M +24,394 +7%
TF
9
TIAA FSB
Florida
$15.6M +$15.6M +364,818 New
KA
10
Klingman & Associates
New York
$14M +$1.11M +25,933 +9%
LFS
11
Lutz Financial Services
Nebraska
$13.8M +$7.5M +176,025 +119%
CIM
12
Confluence Investment Management
Missouri
$12M +$25.9K +608 +0.2%
MWM
13
Merriman Wealth Management
Washington
$10.9M +$8M +187,734 +272%
APP
14
Avantax Planning Partners
Iowa
$9.93M +$2.41M +56,429 +32%
GIA
15
GHP Investment Advisors
Colorado
$9.13M +$229K +5,372 +3%
SFM
16
Signet Financial Management
New Jersey
$8.23M +$687K +14,770 +9%
Osaic Holdings
17
Osaic Holdings
Arizona
$8.08M -$1.82M -42,534 -18%
TAIM
18
TD Ameritrade Investment Management
Nebraska
$7.41M +$1.55M +36,450 +27%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$7.35M +$7.1M +166,621 +2,913%
AWM
20
Argent Wealth Management
Massachusetts
$6.41M +$975K +21,031 +18%
CCP
21
Cardan Capital Partners
Colorado
$6.4M +$50K +1,173 +0.8%
TWP
22
Total Wealth Planning
Ohio
$6.09M +$210K +4,926 +4%
RIM
23
Rockbridge Investment Management
New York
$6.08M +$6.08M +142,646 New
MAM
24
Marotta Asset Management
Virginia
$5.94M +$867K +20,345 +17%
LPL Financial
25
LPL Financial
California
$5.79M +$649K +15,234 +13%
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