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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

265 hedge funds and large institutions have $1.14B invested in SPDR S&P 400 Mid Cap Value ETF in 2021 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 101 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
265
Holders Change
+30
Holders Change %
+12.77%
% of All Funds
4.09%
Holding in Top 10
15
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+36.36%
% of All Funds
0.23%
New
51
Increased
101
Reduced
76
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Stifel Financial
Stifel Financial
Missouri
+$16.5M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$14.8M
3
MWM
Merriman Wealth Management
Washington
+$13.6M
4
RJA
Raymond James & Associates
Florida
+$11.6M
5
BFEC
Benjamin F. Edwards & Company
Missouri
+$8.01M

Top Sellers

1
TCM
Tradewinds Capital Management
Washington
-$26.1M
2
DSN
D. Scott Neal
Kentucky
-$11.3M
3
IWM
IHT Wealth Management
Illinois
-$8.79M
4
EWM
Executive Wealth Management
Michigan
-$3.82M
5
FWP
FAS Wealth Partners
Kansas
-$2.99M
Name Holding Trade Value Shares
Change 		Shares
Change %
NP
1
NorthRock Partners
Minnesota
$67.5M +$425K +5,975 +0.6%
LPL Financial
2
LPL Financial
California
$64.3M +$2.72M +38,275 +4%
Financial Engines Advisors
3
Financial Engines Advisors
California
$64.1M -$1.01M -14,242 -2%
AA
4
Alesco Advisors
New York
$48.6M -$155K -2,176 -0.3%
FWP
5
FAS Wealth Partners
Kansas
$46.1M -$2.99M -42,060 -6%
Stifel Financial
6
Stifel Financial
Missouri
$42.3M +$16.5M +232,066 +64%
TC
7
TownSquare Capital
Utah
$39.7M +$2.12M +29,861 +6%
LFS
8
Lutz Financial Services
Nebraska
$31.4M -$445K -6,256 -1%
Osaic Holdings
9
Osaic Holdings
Arizona
$27.7M +$3.05M +42,926 +12%
KW
10
KWB Wealth
California
$24M +$425K +5,975 +2%
TF
11
TIAA FSB
Florida
$23.4M +$157K +2,207 +0.7%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$23.3M +$14.8M +207,482 +173%
KA
13
Klingman & Associates
New York
$22.8M -$34.7K -488 -0.2%
FPF
14
First Pacific Financial
Washington
$22.5M -$246K -3,456 -1%
ML
15
McAdam LLC
Pennsylvania
$22M -$569K -8,006 -3%
FIM
16
Freedom Investment Management
Connecticut
$21.4M -$797K -11,206 -4%
BFEC
17
Benjamin F. Edwards & Company
Missouri
$20.6M +$8.01M +112,594 +64%
Morgan Stanley
18
Morgan Stanley
New York
$20.5M +$3.55M +49,870 +21%
ADL
19
Asset Dedication LLC
California
$17.8M +$2.41M +33,867 +16%
JFA
20
JNBA Financial Advisors
Minnesota
$17.2M +$2.05M +28,842 +14%
GIA
21
GHP Investment Advisors
Colorado
$16.4M +$191K +2,691 +1%
RJA
22
Raymond James & Associates
Florida
$15.7M +$11.6M +163,495 +288%
CIM
23
Confluence Investment Management
Missouri
$14.6M +$5.66M +79,648 +63%
MWM
24
Merriman Wealth Management
Washington
$14M +$13.6M +190,875 +3,006%
SFM
25
Signet Financial Management
New Jersey
$13.9M -$103K -1,453 -0.7%
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