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SPDR S&P 400 Mid Cap Value ETF (MDYV) Institutional Ownership

SPDR S&P 400 Mid Cap Value ETF logo
$83.40 -0.92 (-1.09%)
Closing price 04:10 PM Eastern
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$83.42 +0.02 (+0.02%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

Number of
Institutional Buyers
(last 12 months)
238
Total
Institutional Inflows
(last 12 months)
$638.55M
Number of
Institutional Sellers
(last 12 months)
183
Total
Institutional Outflows
(last 12 months)
$588.49M
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MDYV Institutional Buying and Selling by Quarter

SPDR S&P 400 Mid Cap Value ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/7/2025Canandaigua National Trust Co of Florida47,158$3.93M3.1%-7.7%0.161%
10/7/2025Canandaigua National Bank & Trust Co.393,213$32.80M2.9%-0.9%1.344%
10/7/2025Friday Financial5,705$476K0.2%+25.1%0.020%
10/6/2025Collective Family Office LLC17,315$1.44M0.3%-5.5%0.059%
10/6/2025HF Advisory Group LLC15,832$1.32M0.5%+5.6%0.054%
10/6/2025Inspirion Wealth Advisors LLC4,313$343K0.1%+9.1%0.015%
9/26/2025Corient Private Wealth LLC3,412$271K0.0%N/A0.012%
9/26/2025Capital A Wealth Management LLC623$46K0.5%+921.3%0.002%
9/9/2025Cambridge Financial Group LLC21,062$1.67M0.6%+10.2%0.071%
9/4/2025Osaic Holdings Inc.104,869$8.31M0.0%+21.7%0.354%
8/27/2025Orion Porfolio Solutions LLC14,192$1.13M0.0%-14.8%0.048%
8/25/2025Silverlake Wealth Management LLC6,670$530K0.2%+15.1%0.022%
8/19/2025Asset Dedication LLC222,564$17.68M1.3%-1.5%0.751%
8/18/2025Geneos Wealth Management Inc.41,449$3.29M0.1%+1.0%0.140%
8/15/2025Tower Research Capital LLC TRC 3,532$281K0.0%-75.2%0.012%
8/15/2025Corient Private Wealth LLC3,412$271K0.0%N/A0.012%
8/15/2025Equitable Holdings Inc.323,016$25.66M0.2%+11.2%1.089%
8/15/2025Florida Financial Advisors LLC17,300$1.38M0.5%-26.6%0.058%
8/15/2025Captrust Financial Advisors31,577$2.51M0.0%-2.6%0.106%
8/15/2025Visionary Wealth Advisors20,624$1.64M0.1%+22.5%0.070%
8/15/2025Smartleaf Asset Management LLC1,687$134K0.0%+62.1%0.006%
8/15/2025Redwood Investment Management LLC4,357$346K0.0%N/A0.015%
8/15/2025Orion Porfolio Solutions LLC14,192$1.13M0.0%-14.8%0.048%
8/15/2025MML Investors Services LLC152,886$12.14M0.0%+86.7%0.516%
8/15/2025IHT Wealth Management LLC196,259$15.59M0.4%+3.8%0.662%
8/15/2025Great Valley Advisor Group Inc.19,994$1.59M0.0%+3.3%0.067%
8/15/2025Garden State Investment Advisory Services LLC28,250$2.25M0.6%-24.7%0.095%
8/15/2025EP Wealth Advisors LLC20,305$1.61M0.0%-45.4%0.068%
8/15/2025Benjamin Edwards Inc.714,877$56.78M0.7%+26.2%2.411%
8/15/2025Bank of America Corp DE89,687$7.12M0.0%+31.5%0.302%
8/15/2025Acas LLC4,310$356K0.2%-7.7%0.015%
8/15/2025Ameriprise Financial Inc.123,000$9.76M0.0%+7.6%0.415%
8/14/2025Raymond James Financial Inc.73,872$5.87M0.0%-1.1%0.249%
8/14/2025German American Bancorp Inc.2,567$204K0.0%-9.1%0.009%
8/14/2025FAS Wealth Partners Inc.588,546$46.75M3.5%+5.8%1.985%
8/14/2025NewEdge Advisors LLC5,915$470K0.0%-7.5%0.020%
8/14/2025Acorn Wealth Advisors LLC4,433$352K0.1%+9.2%0.015%
8/14/2025Prestige Wealth Management Group LLC99,136$7.87M1.6%+2.1%0.334%
8/14/2025Cary Street Partners Financial LLC122,769$9.75M0.3%-8.7%0.414%
8/13/2025Cary Street Partners Investment Advisory LLC15,746$1.25M0.6%+12.6%0.053%
8/13/2025StoneX Group Inc.2,973$236K0.0%N/A0.010%
8/13/2025Brown Advisory Inc.4,230$336K0.0%-5.6%0.014%
8/13/2025IAG Wealth Partners LLC83,064$6.60M0.9%+44.0%0.280%
8/13/2025WCG Wealth Advisors LLC92,410$7.34M0.5%+4.2%0.312%
8/13/2025M&T Bank Corp3,090$245K0.0%N/A0.010%
8/13/2025Balanced Wealth Group LLC152,171$12.21M5.3%+7.5%0.513%
8/13/2025Northwestern Mutual Wealth Management Co.53,576$4.26M0.0%-3.0%0.181%
8/13/2025Stevens Capital Partners21,628$1.72M0.6%-1.3%0.073%
8/13/2025Elevation Point Wealth Partners LLC9,100$723K0.1%-33.8%0.031%
8/13/2025Wambolt & Associates LLC10,359$838K0.3%-1.6%0.035%
8/12/2025J.W. Cole Advisors Inc.5,176$411K0.0%+38.4%0.017%
8/12/2025Financial Advocates Investment Management5,935$471K0.0%+6.1%0.020%
8/12/2025Steward Partners Investment Advisory LLC1,911$152K0.0%+13.5%0.006%
8/12/2025Global Retirement Partners LLC12,953$1.03M0.0%N/A0.044%
8/12/2025Titleist Asset Management LLC57,343$4.56M0.5%N/A0.193%
8/12/2025MAI Capital Management17,623$1.40M0.0%+26.6%0.059%
8/12/2025JPMorgan Chase & Co.22,208$1.76M0.0%+42.0%0.075%
8/11/2025Wealthspire Advisors LLC19,727$1.57M0.0%-4.0%0.066%
8/11/2025Perennial Investment Advisors LLC5,301$421K0.0%-83.3%0.018%
8/11/2025Rockbridge Investment Management LCC88,202$7.01M0.8%-5.2%0.294%
8/11/2025Portside Wealth Group LLC9,593$762K0.1%-2.0%0.032%
8/11/2025Mosaic Family Wealth Partners LLC2,669$212K0.0%N/A0.009%
8/11/2025Western Wealth Management LLC2,655$211K0.0%-42.6%0.009%
8/8/2025Kingsview Wealth Management LLC25,487$2.02M0.0%+3.8%0.085%
8/8/2025Avantax Advisory Services Inc.104,770$8.32M0.0%+19.0%0.349%
8/8/2025Cetera Investment Advisers209,018$16.60M0.0%-16.3%0.697%
8/8/2025Creative Planning19,093$1.52M0.0%+1.6%0.064%
8/8/2025WealthShield Partners LLC90,842$7.22M0.9%-0.8%0.303%
8/8/2025Meridian Wealth Management LLC5,579$443K0.0%-2.6%0.019%
8/8/2025Wrapmanager Inc.8,031$638K0.2%+4.6%0.027%
8/8/2025Ignite Planners LLC28,240$2.30M0.3%+0.9%0.094%
8/8/2025Bailard Inc.48,289$3.84M0.1%-1.9%0.161%
8/7/2025Allworth Financial LP12,785$1.02M0.0%-7.6%0.043%
8/7/2025Fidelis Capital Partners LLC33,117$2.63M0.2%+43.3%0.110%
8/7/2025PFG Advisors6,603$524K0.0%-5.2%0.022%
8/6/2025AE Wealth Management LLC569,021$45.20M0.3%+2.0%1.897%
8/6/2025Rialto Wealth Management LLC33,429$2.66M0.7%-1.8%0.111%
8/6/2025Broadview Financial Management LLC8,580$682K0.5%+3.5%0.029%
8/6/2025Texas Yale Capital Corp.9,100$723K0.0%+38.4%0.030%
8/6/2025Able Wealth Management LLC5,402$429K0.2%N/A0.018%
8/6/2025Convergence Financial LLC282,007$22.40M3.9%+5.3%0.940%
8/5/2025Burney Co.2,586$205K0.0%-24.2%0.009%
8/5/2025LTG Capital LLC14,876$1.18M1.0%-2.5%0.050%
8/5/2025TIAA Trust National Association555,840$44.15M0.1%-7.6%1.853%
8/5/2025C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,372$268K0.0%N/A0.011%
8/5/2025GHP Investment Advisors Inc.278,533$22.12M1.0%+1.2%0.928%
8/4/2025IFG Advisory LLC9,444$750K0.0%-46.9%0.031%
8/4/2025Atria Investments Inc9,580$761K0.0%+12.6%0.032%
8/1/2025First National Trust Co358,855$28.50M1.1%+5.2%1.196%
8/1/2025Centerpoint Advisors LLC3,774$300K0.1%-3.8%0.013%
8/1/2025Koss Olinger Consulting LLC56,969$4.53M0.4%-12.7%0.190%
8/1/2025American Financial & Tax Strategies Inc.14,092$1.12M0.6%+1.8%0.047%
8/1/2025Envestnet Asset Management Inc.49,746$3.95M0.0%-84.9%0.166%
7/31/2025Resonant Capital Advisors LLC7,073$562K0.0%N/A0.024%
7/31/2025Focus Partners Advisor Solutions LLC19,441$1.54M0.0%-21.6%0.065%
7/31/2025Sharper & Granite LLC6,800$557K0.2%+3.5%0.023%
7/30/2025KPP Advisory Services LLC7,802$620K0.1%+1.9%0.026%
7/30/2025Insight Advisors LLC PA6,898$548K0.1%-3.1%0.023%
7/30/2025Freedom Investment Management Inc.59,743$4.75M0.4%-0.7%0.199%
7/30/2025Onyx Bridge Wealth Group LLC4,271$339K0.0%-28.1%0.014%
(Data available from 1/1/2016 forward)

MDYV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MDYV shares?

During the previous two years, 373 institutional investors and hedge funds held shares of SPDR S&P 400 Mid Cap Value ETF. The most heavily invested institutionals were Wealth Enhancement Advisory Services LLC ($187.03M), NorthRock Partners LLC ($108.74M), Financial Engines Advisors L.L.C. ($99.46M), LPL Financial LLC ($87.54M), Susquehanna International Group LLP ($80.20M), Benjamin Edwards Inc. ($56.78M), and Lutz Financial Services LLC ($55.70M).Learn more on SPDR S&P 400 Mid Cap Value ETF's institutional investors.

Which institutional investors have been buying SPDR S&P 400 Mid Cap Value ETF's stock?

Of the 313 institutional investors that purchased SPDR S&P 400 Mid Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($2.87M), Wealth Enhancement Advisory Services LLC ($2.33M), Susquehanna International Group LLP ($1.04M), Strategic Financial Concepts LLC ($939.99K), TIAA Trust National Association ($882.63K), NorthRock Partners LLC ($876.45K), and Benjamin Edwards Inc. ($700.24K).

How much institutional buying is happening at SPDR S&P 400 Mid Cap Value ETF?

Institutional investors have bought a total of 8,010,283 shares in the last 24 months. This purchase volume represents approximately $638.55M in transactions.

Which of SPDR S&P 400 Mid Cap Value ETF's major shareholders have been selling company stock?

Of the 183 institutional investors that sold SPDR S&P 400 Mid Cap Value ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($4.57M), Kestra Advisory Services LLC ($380.53K), Envestnet Asset Management Inc. ($292.30K), TIAA Trust National Association ($254.97K), Avior Wealth Management LLC ($124.98K), Rockbridge Investment Management LCC ($123.87K), and Raymond James Financial Inc. ($123.58K).

How much institutional selling is happening at SPDR S&P 400 Mid Cap Value ETF?

Institutional investors have sold a total of 7,570,578 shares in the last 24 months. This volume of shares sold represents approximately $588.49M in transactions.


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This page (NYSEARCA:MDYV) was last updated on 10/7/2025 by MarketBeat.com Staff
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