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SPDR S&P 400 Mid Cap Value ETF
MDYV

Overview Fund Activity

264 hedge funds and large institutions have $1.03B invested in SPDR S&P 400 Mid Cap Value ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 112 increasing their positions, 78 reducing their positions, and 32 closing their positions.

Holders
264
Holders Change
-10
Holders Change %
-3.65%
% of All Funds
4.57%
Holding in Top 10
17
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.29%
New
25
Increased
112
Reduced
78
Closed
32
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TCM
1
Tradewinds Capital Management
Washington
$14.2M
2
EWA
2
EP Wealth Advisors
California
$11.2M
3
Wells Fargo
3
Wells Fargo
California
$20M
4
AWM
4
AE Wealth Management
Kansas
$5.93M
5
FWP
5
FAS Wealth Partners
Kansas
$43.4M

Top Sellers

1
LPL Financial
1
LPL Financial
California
$54.6M
2
SA
2
Scarborough Advisors
Maryland
$0
3
RG
3
Retirement Group
California
$6.28M
4
Morgan Stanley
4
Morgan Stanley
New York
$16.8M
5
OMC
5
Old Mission Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Financial Engines Advisors
1
Financial Engines Advisors
California
$85.5M 1,479,263 +26,773 +2%
LPL Financial
2
LPL Financial
California
$54.6M 943,499 -321,816 -25%
FWP
3
FAS Wealth Partners
Kansas
$43.4M 750,323 +83,884 +13%
NP
4
NorthRock Partners
Minnesota
$43.3M 748,302 -17,242 -2%
AA
5
Alesco Advisors
New York
$38.9M 673,181 -904 -0.1%
TC
6
TownSquare Capital
Utah
$35.6M 615,311 +40,440 +7%
Osaic Holdings
7
Osaic Holdings
Arizona
$30.5M 527,639 +3,421 +0.7%
LFS
8
Lutz Financial Services
Nebraska
$30.4M 524,953 +34,780 +7%
Stifel Financial
9
Stifel Financial
Missouri
$24.7M 427,186 +20,507 +5%
TF
10
TIAA FSB
Florida
$23.7M 409,410 +40,735 +11%
KA
11
Klingman & Associates
New York
$20.9M 361,736 +5,009 +1%
Wells Fargo
12
Wells Fargo
California
$20M 345,339 +150,717 +77%
FNT
13
First National Trust
Pennsylvania
$18.2M 314,669 +14,393 +5%
FPF
14
First Pacific Financial
Washington
$17.8M 307,787 +646 +0.2%
KW
15
KWB Wealth
California
$17.2M 297,145 +51,510 +21%
Morgan Stanley
16
Morgan Stanley
New York
$16.8M 290,610 -55,068 -16%
ML
17
McAdam LLC
Pennsylvania
$16.2M 279,914 -10,322 -4%
ADL
18
Asset Dedication LLC
California
$14.7M 254,022 -9,833 -4%
TCM
19
Tradewinds Capital Management
Washington
$14.2M 245,851 +243,767 +11,697%
JFA
20
JNBA Financial Advisors
Minnesota
$14.2M 245,210 -3,579 -1%
GIA
21
GHP Investment Advisors
Colorado
$13.8M 239,386 +3,007 +1%
HighTower Advisors
22
HighTower Advisors
Illinois
$13.7M 236,575 +33,655 +17%
BFEC
23
Benjamin F. Edwards & Company
Missouri
$12.8M 220,802 +17,786 +9%
CF
24
Convergence Financial
Missouri
$12.2M 211,088 -1,087 -0.5%
SFM
25
Signet Financial Management
New Jersey
$11.5M 199,364 +914 +0.5%
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