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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

274 hedge funds and large institutions have $1.05B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 104 increasing their positions, 92 reducing their positions, and 49 closing their positions.

Holders
274
Holders Change
-23
Holders Change %
-7.74%
% of All Funds
4.63%
Holding in Top 10
17
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-19.05%
% of All Funds
0.29%
New
30
Increased
104
Reduced
92
Closed
49
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Financial Engines Advisors
1
Financial Engines Advisors
California
$87.9M
2
LPL Financial
2
LPL Financial
California
$76.6M
3
WWA
3
WCG Wealth Advisors
Nevada
$8.87M
4
SPF
4
Steven Patrick Farmer
$7.92M
5
PPW
5
Parcion Private Wealth
Washington
$5.71M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$6.92M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$31.7M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$6.45M
4
OPS
4
Orion Portfolio Solutions
Nebraska
$0
5
IWM
5
IHT Wealth Management
Illinois
$799K
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$87.9M 1,452,490 +570,685 +65%
LPL Financial
2
LPL Financial
California
$76.6M 1,265,315 +207,953 +20%
NP
3
NorthRock Partners
Minnesota
$46.3M 765,544 +1,122 +0.1%
AA
4
Alesco Advisors
New York
$40.8M 674,085 -9,809 -1%
FWP
5
FAS Wealth Partners
Kansas
$40.3M 666,439 -43,834 -6%
TC
6
TownSquare Capital
Utah
$34.8M 574,871 +23,366 +4%
Osaic Holdings
7
Osaic Holdings
Arizona
$31.7M 524,218 -2,617,912 -83%
LFS
8
Lutz Financial Services
Nebraska
$29.7M 490,173 +15,868 +3%
Stifel Financial
9
Stifel Financial
Missouri
$24.6M 406,679 -336,978 -45%
TF
10
TIAA FSB
Florida
$22.3M 368,675 +21,884 +6%
KA
11
Klingman & Associates
New York
$21.6M 356,727 +11,222 +3%
Morgan Stanley
12
Morgan Stanley
New York
$20.9M 345,678 +37,704 +12%
FPF
13
First Pacific Financial
Washington
$18.6M 307,141 -7,833 -2%
FNT
14
First National Trust
Pennsylvania
$18.2M 300,276 +62,700 +26%
ML
15
McAdam LLC
Pennsylvania
$17.6M 290,236 -12,670 -4%
ADL
16
Asset Dedication LLC
California
$16M 263,855 +10,908 +4%
JFA
17
JNBA Financial Advisors
Minnesota
$15.1M 248,789 +3,462 +1%
KW
18
KWB Wealth
California
$14.9M 245,635 -90,836 -27%
GIA
19
GHP Investment Advisors
Colorado
$14.3M 236,379 +284 +0.1%
TAIM
20
TD Ameritrade Investment Management
Nebraska
$13.1M 217,218 +45,124 +26%
CF
21
Convergence Financial
Missouri
$12.8M 212,175 +10,858 +5%
BFEC
22
Benjamin F. Edwards & Company
Missouri
$12.3M 203,016 -181,750 -47%
HighTower Advisors
23
HighTower Advisors
Illinois
$12.3M 202,920 -51,984 -20%
SFM
24
Signet Financial Management
New Jersey
$12M 198,450 +3,360 +2%
Wells Fargo
25
Wells Fargo
California
$11.8M 194,622 +36,388 +23%
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