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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

181 hedge funds and large institutions have $630M invested in SPDR S&P 400 Mid Cap Value ETF in 2020 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 61 increasing their positions, 71 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
181
Holders Change
+2
Holders Change %
+1.12%
% of All Funds
3.66%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.2%
New
21
Increased
61
Reduced
71
Closed
16
Calls
–
Puts
$306K
Net Calls
-$306K
Net Calls Change
-$306K

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$19.6M
2
BFEC
Benjamin F. Edwards & Company
Missouri
+$8.43M
3
AA
Alesco Advisors
New York
+$5.84M
4
RWB
RMR Wealth Builders
New Jersey
+$5.83M
5
CIM
Confluence Investment Management
Missouri
+$5.01M

Top Sellers

1
Financial Engines Advisors
Financial Engines Advisors
California
-$8.31M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.87M
3
APP
Avantax Planning Partners
Iowa
-$3.94M
4
Jane Street
Jane Street
New York
-$3M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$65.5M -$8.31M -191,628 -11%
Stifel Financial
2
Stifel Financial
Missouri
$63.9M +$19.6M +450,984 +44%
NP
3
NorthRock Partners
Minnesota
$41.6M +$280K +6,442 +0.7%
BFEC
4
Benjamin F. Edwards & Company
Missouri
$28.3M +$8.43M +194,354 +43%
FWP
5
FAS Wealth Partners
Kansas
$27.5M -$156K -3,586 -0.6%
AA
6
Alesco Advisors
New York
$27.2M +$5.84M +134,609 +27%
TC
7
TownSquare Capital
Utah
$27.2M +$656K +14,405 +2%
CIM
8
Confluence Investment Management
Missouri
$17.2M +$5.01M +115,441 +41%
ML
9
McAdam LLC
Pennsylvania
$17.1M +$1.07M +24,655 +7%
FPF
10
First Pacific Financial
Washington
$15.4M +$15.4M +355,206 New
TF
11
TIAA FSB
Florida
$15.4M -$435K -10,017 -3%
LFS
12
Lutz Financial Services
Nebraska
$14.6M +$521K +12,010 +4%
KA
13
Klingman & Associates
New York
$14.3M -$24.6K -568 -0.2%
MWM
14
Merriman Wealth Management
Washington
$10.9M -$217K -4,993 -2%
Osaic Holdings
15
Osaic Holdings
Arizona
$10.7M +$2.5M +57,646 +30%
GIA
16
GHP Investment Advisors
Colorado
$9.96M +$671K +15,454 +7%
LPL Financial
17
LPL Financial
California
$9.51M +$3.62M +83,320 +61%
SFM
18
Signet Financial Management
New Jersey
$8.87M +$684K +14,792 +8%
TAIM
19
TD Ameritrade Investment Management
Nebraska
$7.38M -$170K -3,922 -2%
ADL
20
Asset Dedication LLC
California
$7.28M +$2.32M +53,410 +47%
CCP
21
Cardan Capital Partners
Colorado
$6.61M +$96.6K +2,227 +1%
RIM
22
Rockbridge Investment Management
New York
$6.51M +$316K +7,282 +5%
APP
23
Avantax Planning Partners
Iowa
$6.17M -$3.94M -90,692 -39%
TWP
24
Total Wealth Planning
Ohio
$6.11M -$87.6K -2,018 -1%
RWB
25
RMR Wealth Builders
New Jersey
$5.83M +$5.83M +134,430 New
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