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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

216 hedge funds and large institutions have $1.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 62 increasing their positions, 91 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
216
Holders Change
+8
Holders Change %
+3.85%
% of All Funds
3.8%
Holding in Top 10
15
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.26%
New
30
Increased
62
Reduced
91
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LPL Financial
LPL Financial
California
+$22.5M
2
IWM
IHT Wealth Management
Illinois
+$12.8M
3
KW
KWB Wealth
California
+$7.64M
4
OPS
Orion Portfolio Solutions
Nebraska
+$6.71M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.5M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$299M
2
Osaic Holdings
Osaic Holdings
Arizona
-$149M
3
CCMG
Clark Capital Management Group
Pennsylvania
-$92M
4
Stifel Financial
Stifel Financial
Missouri
-$28.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
-$12.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$79.7M -$9.13M -139,495 -10%
NP
2
NorthRock Partners
Minnesota
$62.8M -$27.6K -422 -0%
LPL Financial
3
LPL Financial
California
$59.5M +$22.5M +344,264 +61%
OPS
4
Orion Portfolio Solutions
Nebraska
$43.6M +$6.71M +102,514 +18%
FWP
5
FAS Wealth Partners
Kansas
$41.6M +$1.3M +19,832 +3%
AA
6
Alesco Advisors
New York
$41.5M -$988K -15,099 -2%
TC
7
TownSquare Capital
Utah
$30.9M -$9.44M -144,313 -23%
Osaic Holdings
8
Osaic Holdings
Arizona
$27.8M -$149M -2,274,404 -84%
LFS
9
Lutz Financial Services
Nebraska
$26.2M +$1.75M +26,770 +7%
Stifel Financial
10
Stifel Financial
Missouri
$25.4M -$28.6M -437,777 -53%
ML
11
McAdam LLC
Pennsylvania
$22.5M -$1.43M -21,923 -6%
TF
12
TIAA FSB
Florida
$22.4M +$109K +1,663 +0.5%
KA
13
Klingman & Associates
New York
$21.2M -$256K -3,907 -1%
FPF
14
First Pacific Financial
Washington
$20.9M -$1.59M -24,349 -7%
FIM
15
Freedom Investment Management
Connecticut
$20.3M +$4.28M +65,359 +27%
KW
16
KWB Wealth
California
$19.9M +$7.64M +116,828 +63%
GIA
17
GHP Investment Advisors
Colorado
$15.3M -$98.5K -1,506 -0.6%
MWM
18
Merriman Wealth Management
Washington
$15.2M -$19.2K -294 -0.1%
IWM
19
IHT Wealth Management
Illinois
$13.6M +$12.8M +194,911 +1,538%
SFM
20
Signet Financial Management
New Jersey
$12.9M +$43.3K +661 +0.3%
Morgan Stanley
21
Morgan Stanley
New York
$12.7M +$4.36M +66,561 +52%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$12.1M -$12.3M -188,482 -50%
JFA
23
JNBA Financial Advisors
Minnesota
$12M +$1.27M +19,421 +12%
HighTower Advisors
24
HighTower Advisors
Illinois
$11.6M -$2.47M -37,799 -18%
RA
25
Rodgers & Associates
Pennsylvania
$10.5M -$459K -7,013 -4%
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