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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

240 hedge funds and large institutions have $1.26B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 81 increasing their positions, 89 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
240
Holders Change
+24
Holders Change %
+11.11%
% of All Funds
4.19%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
38
Increased
81
Reduced
89
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
Osaic Holdings
Arizona
+$189M
2
FMP
Financial Management Professionals
Texas
+$58.2M
3
TCM
Tradewinds Capital Management
Washington
+$16.9M
4
FC
Ferris Capital
Massachusetts
+$7.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$6.84M

Top Sellers

1
AWM
Avior Wealth Management
Nebraska
-$46.6M
2
OPS
Orion Portfolio Solutions
Nebraska
-$44.7M
3
Financial Engines Advisors
Financial Engines Advisors
California
-$18.4M
4
LPL Financial
LPL Financial
California
-$13.1M
5
Stifel Financial
Stifel Financial
Missouri
-$6.53M
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
1
Osaic Holdings
Arizona
$218M +$189M +2,794,993 +658%
NP
2
NorthRock Partners
Minnesota
$64.2M -$595K -8,817 -0.9%
Financial Engines Advisors
3
Financial Engines Advisors
California
$63.9M -$18.4M -271,835 -22%
FMP
4
Financial Management Professionals
Texas
$58.2M +$58.2M +862,586 New
LPL Financial
5
LPL Financial
California
$48.4M -$13.1M -193,544 -21%
FWP
6
FAS Wealth Partners
Kansas
$46.2M +$3.26M +48,216 +8%
AA
7
Alesco Advisors
New York
$43.3M +$447K +6,625 +1%
TC
8
TownSquare Capital
Utah
$32.9M +$1.3M +19,484 +4%
LFS
9
Lutz Financial Services
Nebraska
$29M +$2.02M +29,980 +7%
TCM
10
Tradewinds Capital Management
Washington
$25.2M +$16.9M +249,773 +202%
ML
11
McAdam LLC
Pennsylvania
$22.7M -$568K -8,395 -2%
TF
12
TIAA FSB
Florida
$22M -$1.1M -16,291 -5%
KA
13
Klingman & Associates
New York
$21.7M -$147K -2,174 -0.7%
FIM
14
Freedom Investment Management
Connecticut
$21.3M +$354K +5,238 +2%
FPF
15
First Pacific Financial
Washington
$21.2M -$431K -6,390 -2%
KW
16
KWB Wealth
California
$19.8M -$101K -1,540 -0.5%
Stifel Financial
17
Stifel Financial
Missouri
$19.6M -$6.53M -96,693 -25%
GIA
18
GHP Investment Advisors
Colorado
$15.8M +$7.43K +110 +0%
MWM
19
Merriman Wealth Management
Washington
$15.5M -$203K -3,013 -1%
ADL
20
Asset Dedication LLC
California
$14.4M +$6.64M +98,333 +85%
IWM
21
IHT Wealth Management
Illinois
$14.4M +$392K +5,799 +3%
Morgan Stanley
22
Morgan Stanley
New York
$13.8M +$702K +10,392 +5%
SFM
23
Signet Financial Management
New Jersey
$13.3M -$18.9K -280 -0.1%
HighTower Advisors
24
HighTower Advisors
Illinois
$13M +$1.11M +16,388 +9%
JFA
25
JNBA Financial Advisors
Minnesota
$13M +$531K +7,860 +4%
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