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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

235 hedge funds and large institutions have $990M invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 97 increasing their positions, 79 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
235
Holders Change
-5
Holders Change %
-2.08%
% of All Funds
4.13%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.19%
New
16
Increased
97
Reduced
79
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
DSN
D. Scott Neal
Kentucky
+$14.2M
2
LPL Financial
LPL Financial
California
+$9.9M
3
AWM
Avior Wealth Management
Nebraska
+$5.97M
4
Stifel Financial
Stifel Financial
Missouri
+$4.73M
5
AA
Alesco Advisors
New York
+$2.98M

Top Sellers

1
Osaic Holdings
Osaic Holdings
Arizona
-$190M
2
FMP
Financial Management Professionals
Texas
-$56.4M
3
MWM
Merriman Wealth Management
Washington
-$14.8M
4
FC
Ferris Capital
Massachusetts
-$7.11M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
1
NorthRock Partners
Minnesota
$63.4M -$503K -7,480 -0.8%
Financial Engines Advisors
2
Financial Engines Advisors
California
$60.7M -$2.02M -30,523 -3%
LPL Financial
3
LPL Financial
California
$57.3M +$9.9M +149,411 +21%
FWP
4
FAS Wealth Partners
Kansas
$45.7M +$434K +6,547 +1%
AA
5
Alesco Advisors
New York
$45.4M +$2.98M +44,937 +7%
TC
6
TownSquare Capital
Utah
$35M +$2.44M +36,797 +7%
LFS
7
Lutz Financial Services
Nebraska
$29.7M +$1.21M +18,303 +4%
TCM
8
Tradewinds Capital Management
Washington
$24.6M -$122K -1,842 -0.5%
Stifel Financial
9
Stifel Financial
Missouri
$24M +$4.73M +71,430 +25%
Osaic Holdings
10
Osaic Holdings
Arizona
$23M -$190M -2,873,588 -89%
KW
11
KWB Wealth
California
$21.9M +$1.93M +29,195 +10%
TF
12
TIAA FSB
Florida
$21.6M +$43.8K +662 +0.2%
KA
13
Klingman & Associates
New York
$21.3M -$44.4K -671 -0.2%
FPF
14
First Pacific Financial
Washington
$21.2M +$456K +6,888 +2%
ML
15
McAdam LLC
Pennsylvania
$21M -$1.22M -18,474 -6%
FIM
16
Freedom Investment Management
Connecticut
$20.6M -$274K -4,133 -1%
Morgan Stanley
17
Morgan Stanley
New York
$15.8M +$2.28M +34,481 +17%
GIA
18
GHP Investment Advisors
Colorado
$15.1M -$362K -5,472 -2%
ADL
19
Asset Dedication LLC
California
$14.3M +$182K +2,757 +1%
DSN
20
D. Scott Neal
Kentucky
$14.2M +$14.2M +214,385 New
JFA
21
JNBA Financial Advisors
Minnesota
$14.1M +$1.36M +20,555 +11%
SFM
22
Signet Financial Management
New Jersey
$13M -$42.5K -642 -0.3%
HighTower Advisors
23
HighTower Advisors
Illinois
$12.5M -$294K -4,438 -2%
IWM
24
IHT Wealth Management
Illinois
$12M -$2.09M -31,492 -15%
BFEC
25
Benjamin F. Edwards & Company
Missouri
$11.7M +$2.57M +38,846 +28%
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