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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

297 hedge funds and large institutions have $2.01B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q1 according to their latest regulatory filings, with 61 funds opening new positions, 108 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
297
Holders Change
+32
Holders Change %
+12.08%
% of All Funds
4.7%
Holding in Top 10
21
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+40%
% of All Funds
0.33%
New
61
Increased
108
Reduced
84
Closed
23
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$360M
2
Osaic Holdings
Osaic Holdings
Arizona
+$194M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$144M
4
OPS
Orion Portfolio Solutions
Nebraska
+$48.8M
5
IWM
IHT Wealth Management
Illinois
+$20.9M

Top Sellers

1
MWM
Merriman Wealth Management
Washington
-$13.4M
2
NP
NorthRock Partners
Minnesota
-$13M
3
FIM
Freedom Investment Management
Connecticut
-$11.8M
4
RJA
Raymond James & Associates
Florida
-$8.82M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.76M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$383M +$360M +5,120,012 +1,563%
Osaic Holdings
2
Osaic Holdings
Arizona
$221M +$194M +2,752,708 +707%
CCMG
3
Clark Capital Management Group
Pennsylvania
$153M +$144M +2,049,345 +1,645%
LPL Financial
4
LPL Financial
California
$74.4M +$10.8M +153,429 +17%
Financial Engines Advisors
5
Financial Engines Advisors
California
$62.1M -$1.41M -19,997 -2%
NP
6
NorthRock Partners
Minnesota
$53.8M -$13M -184,754 -19%
Stifel Financial
7
Stifel Financial
Missouri
$52.3M +$10.5M +149,157 +25%
FWP
8
FAS Wealth Partners
Kansas
$50M +$4.34M +61,726 +10%
OPS
9
Orion Portfolio Solutions
Nebraska
$48.8M +$48.8M +693,897 New
AA
10
Alesco Advisors
New York
$48.1M -$1.27K -18 -0%
TC
11
TownSquare Capital
Utah
$38.8M -$490K -6,958 -1%
LFS
12
Lutz Financial Services
Nebraska
$33.4M +$2.27M +32,281 +7%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$27.1M +$6.73M +95,636 +33%
IWM
14
IHT Wealth Management
Illinois
$25M +$20.9M +297,399 +510%
TF
15
TIAA FSB
Florida
$24.4M +$1.26M +17,911 +5%
KA
16
Klingman & Associates
New York
$24.3M +$1.74M +24,776 +8%
KW
17
KWB Wealth
California
$23.9M -$61K -858 -0.3%
FPF
18
First Pacific Financial
Washington
$22.2M -$150K -2,132 -0.7%
Morgan Stanley
19
Morgan Stanley
New York
$21.7M +$1.39M +19,779 +7%
ML
20
McAdam LLC
Pennsylvania
$21.3M -$420K -5,966 -2%
HighTower Advisors
21
HighTower Advisors
Illinois
$17.9M +$4.33M +61,544 +32%
ADL
22
Asset Dedication LLC
California
$17.8M +$190K +2,697 +1%
CIM
23
Confluence Investment Management
Missouri
$17.5M +$3.06M +43,419 +21%
JFA
24
JNBA Financial Advisors
Minnesota
$17.3M +$286K +4,067 +2%
FNT
25
First National Trust
Pennsylvania
$16.7M +$4.02M +57,133 +32%
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