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

SPDR S&P 400 Mid Cap Value ETF logo
$81.39 -0.15 (-0.18%)
Closing price 07/18/2025 04:10 PM Eastern
Extended Trading
$81.41 +0.02 (+0.02%)
As of 07/18/2025 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for SPDR S&P 400 Mid Cap Value ETF (NYSEARCA:MDYV)

Number of
Institutional Buyers
(last 12 months)
224
Total
Institutional Inflows
(last 12 months)
$673.85M
Number of
Institutional Sellers
(last 12 months)
169
Total
Institutional Outflows
(last 12 months)
$587.28M
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MDYV Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/18/2025 Pure Financial Advisors LLC15,347$1.22M0.0%-8.0%0.051%
7/18/2025 First Pacific Financial358,986$28.51M4.2%+1.6%1.197%
7/18/2025 Truist Financial Corp21,005$1.67M0.0%-23.9%0.070%
7/17/2025 Centennial Wealth Advisory LLC4,231$337K0.1%-3.6%0.014%
7/17/2025 LexAurum Advisors LLC10,364$823K0.1%+23.9%0.034%
7/17/2025 Janney Montgomery Scott LLC5,705$453K0.0%-21.3%0.019%
7/17/2025 Smith Anglin Financial LLC18,530$1.47M0.1%-7.7%0.062%
7/17/2025 Fifth Third Securities Inc.5,611$446K0.0%+4.3%0.019%
7/17/2025 ERn Financial LLC196,840$15.64M3.3%-6.3%0.655%
7/17/2025 Avior Wealth Management LLC77,880$6.19M0.2%-61.4%0.259%
7/17/2025 KWB Wealth117,493$9.05M1.0%-34.8%0.391%
7/16/2025 Falcon Wealth Planning4,644$369K0.0%-29.8%0.015%
7/16/2025 Motive Wealth Advisors4,677$371K0.2%+60.6%0.016%
7/15/2025 McAdam LLC153,601$12.20M0.7%-1.2%0.511%
7/15/2025 Signet Financial Management LLC135,364$10.75M1.4%-8.4%0.450%
7/15/2025 Total Wealth Planning LLC102,071$8.11M1.0%+6.9%0.340%
7/15/2025 Norden Group LLC5,409$430K0.0%+38.3%0.018%
7/15/2025 Accurate Wealth Management LLC18,861$1.56M0.2%N/A0.063%
7/14/2025 Occidental Asset Management LLC33,813$2.69M0.4%+5.9%0.113%
7/14/2025 Brady Martz Wealth Solutions LLC14,883$1.18M0.2%-24.7%0.050%
7/14/2025 Friday Financial4,559$362K0.2%-7.4%0.015%
7/14/2025 Lewis Asset Management LLC12,936$1.03M0.5%-1.9%0.043%
7/14/2025 Flagstar Advisors Inc.5,117$406K0.1%+23.4%0.017%
7/11/2025 Farther Finance Advisors LLC19,906$1.58M0.0%-10.6%0.066%
7/11/2025 Silver Oak Securities Incorporated10,352$822K0.1%-18.0%0.035%
7/11/2025 UMB Bank n.a.579$46K0.0%-40.8%0.002%
7/11/2025 Pinnacle Bancorp Inc.781$62K0.0%-48.3%0.003%
7/11/2025 Rockwood Wealth Management LLC2,624$208K0.0%-5.7%0.009%
7/10/2025 HF Advisory Group LLC14,992$1.19M0.5%-1.6%0.050%
7/10/2025 Wealth Enhancement Advisory Services LLC2,272,842$187.03M0.3%-9.8%7.589%
7/10/2025 Capital Advisory Group Advisory Services LLC3,812$303K0.1%-8.4%0.013%
7/9/2025 Capital Wealth Management LLC82,905$6.59M2.5%+2.3%0.277%
7/9/2025 Tounjian Advisory Partners LLC7,724$595K0.1%-3.5%0.026%
7/9/2025 Inspirion Wealth Advisors LLC3,953$314K0.0%-8.3%0.013%
7/9/2025 Alesco Advisors LLC118,673$9.43M0.3%-0.6%0.396%
7/9/2025 Krilogy Financial LLC11,927$947K0.1%+1.5%0.040%
7/8/2025 Juncture Wealth Strategies LLC16,699$1.33M0.5%-18.4%0.056%
7/8/2025 Prism Advisors Inc.86,554$6.88M2.0%N/A0.289%
7/8/2025 Canandaigua National Trust Co of Florida51,115$4.06M2.9%-1.1%0.171%
7/8/2025 Canandaigua National Bank & Trust Co.396,825$31.52M2.9%-0.7%1.325%
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7/7/2025 Nova Wealth Management Inc.989$79K0.1%+488.7%0.003%
7/3/2025 Collective Family Office LLC18,315$1.46M0.4%-1.0%0.061%
7/2/2025 Michael S. Ryan Inc.124,943$9.92M6.3%-19.8%0.416%
7/2/2025 Marotta Asset Management53,613$4.26M0.9%-8.2%0.179%
7/2/2025 Waller Financial Planning Group Inc.62,535$4.97M1.2%+18.9%0.208%
7/1/2025 Confluence Investment Management LLC308,171$24.48M0.3%+26.4%1.027%
6/10/2025Compass Financial Services Inc817$63K0.0%N/A0.003%
5/21/2025 McAdam LLC155,544$11.99M0.7%-6.2%0.513%
5/21/2025Geneos Wealth Management Inc.41,048$3.16M0.1%-0.6%0.135%
5/20/2025Belpointe Asset Management LLC7,023$541K0.0%N/A0.023%
5/20/2025Fortis Capital Advisors LLC7,023$541K0.1%N/A0.023%
5/20/2025Focus Partners Wealth13,567$1.05M0.0%-21.8%0.045%
5/16/2025Signature Estate & Investment Advisors LLC66,277$5.11M0.1%+40.7%0.219%
5/16/2025Everstar Asset Management LLC17,963$1.38M0.3%N/A0.059%
5/16/2025Goldman Sachs Group Inc.261,025$20.11M0.0%+7.6%0.870%
5/16/2025Jones Financial Companies Lllp73,934$5.66M0.0%-12.6%0.244%
5/16/2025NewEdge Advisors LLC6,395$493K0.0%+3.6%0.021%
5/16/2025Integrated Wealth Concepts LLC5,350$412K0.0%-85.8%0.018%
5/16/2025Clark Capital Management Group Inc.255,331$19.67M0.1%+34.3%0.843%
5/16/2025AQR Capital Management LLC3,563$275K0.0%+38.4%0.012%
5/15/2025EP Wealth Advisors LLC37,163$2.86M0.0%-52.3%0.123%
5/15/2025Focus Partners Advisor Solutions LLC24,787$1.91M0.0%-8.7%0.082%
5/15/2025Royal Bank of Canada67,995$5.24M0.0%-5.7%0.224%
5/15/2025MAI Capital Management13,915$1.07M0.0%-6.2%0.046%
5/15/2025Certior Financial Group LLC3,293$254K0.2%-25.4%0.011%
5/14/2025WCG Wealth Advisors LLC88,705$6.84M0.5%-11.5%0.293%
5/14/2025Comerica Bank5,685$438K0.0%-6.1%0.019%
5/14/2025Freedom Investment Management Inc.60,163$4.64M0.4%-7.3%0.199%
5/14/2025B&D White Capital Company LLC6,852$528K0.1%-72.7%0.023%
5/14/2025Smartleaf Asset Management LLC1,041$80K0.0%+3,903.8%0.003%
5/14/2025Northwestern Mutual Wealth Management Co.55,250$4.26M0.0%-1.3%0.182%
5/14/2025Kestra Advisory Services LLC185,320$14.28M0.1%-67.2%0.612%
5/14/2025Broadview Financial Management LLC8,287$639K0.5%-2.9%0.027%
5/14/2025Capital Analysts LLC21,328$1.64M0.1%+8,040.5%0.070%
5/13/2025Aptus Capital Advisors LLC23,813$1.84M0.0%-8.8%0.079%
5/13/2025Raymond James Financial Inc.74,658$5.75M0.0%-62.2%0.246%
5/13/2025Financial Network Wealth Advisors LLC6,563$506K0.7%+13.7%0.022%
5/13/2025Klingman & Associates LLC346,152$26.67M1.6%+0.7%1.142%
5/13/2025HighTower Advisors LLC242,170$18.66M0.0%+3.1%0.799%
5/12/2025Financial Engines Advisors L.L.C.1,290,872$99.46M0.2%-3.7%4.260%
5/12/2025Independent Advisor Alliance4,795$369K0.0%-90.0%0.016%
5/12/2025Benjamin Edwards Inc.566,659$43.66M0.6%-0.8%1.870%
5/12/2025Koss Olinger Consulting LLC65,292$5.03M0.4%-1.4%0.215%
5/12/2025Townsquare Capital LLC123,296$9.50M0.1%+3.5%0.407%
5/12/2025Wambolt & Associates LLC10,527$813K0.3%-3.0%0.035%
5/12/2025 Alesco Advisors LLC119,404$9.20M0.3%-1.0%0.394%
5/9/2025Chicago Partners Investment Group LLC46,998$3.52M0.1%+19.7%0.155%
5/9/2025WealthShield Partners LLC91,552$7.05M0.9%+0.7%0.302%
5/9/2025Wealthspire Advisors LLC20,543$1.58M0.0%+29.9%0.068%
5/9/2025Cary Street Partners Investment Advisory LLC13,978$1.08M0.6%+1.8%0.046%
I was wrong about Trump (Ad)

I made a mistake. A mistake I feel very foolish about. After speaking with Donald Trump and some of his advisors, I believed him. I believed the promise that he would finally confront the single most dangerous threat to American life. That he would fix the ticking time bomb I’ve been warning about for 15 years. But I was wrong.

Let me show you exactly what we’re doing to prepare.
5/9/2025Atria Wealth Solutions Inc.4,976$383K0.0%-12.6%0.016%
5/9/2025Cary Street Partners Financial LLC134,504$10.36M0.3%-5.8%0.444%
5/8/2025IFG Advisory LLC17,780$1.37M0.1%+1.5%0.059%
5/8/2025TIAA Trust National Association601,299$46.33M0.1%-25.8%1.984%
5/8/2025MONECO Advisors LLC36,095$2.78M0.3%+70.3%0.119%
5/8/2025ProVise Management Group LLC4,792$369K0.0%-3.4%0.016%
5/8/2025US Bancorp DE577$44K0.0%-39.6%0.002%
5/8/2025NorthRock Partners LLC1,328,221$102.34M3.4%0.0%4.384%
5/8/2025First National Trust Co340,995$26.27M1.1%-4.7%1.125%
5/8/2025Geneos Wealth Management Inc.42,502$3.28M0.1%+2.9%0.140%
(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, 377 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 ($102.34M), Financial Engines Advisors L.L.C. ($99.46M), LPL Financial LLC ($87.54M), Susquehanna International Group LLP ($80.20M), Lutz Financial Services LLC ($54.24M), and Stifel Financial Corp ($54.09M).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 312 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: Wealth Enhancement Advisory Services LLC ($3.54M), Envestnet Asset Management Inc. ($2.96M), Portside Wealth Group LLC ($1.68M), Susquehanna International Group LLP ($1.04M), Strategic Financial Concepts LLC ($939.99K), TIAA Trust National Association ($882.63K), and NorthRock Partners LLC ($835.67K).

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

Institutional investors have bought a total of 8,553,577 shares in the last 24 months. This purchase volume represents approximately $673.85M in transactions.

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

Of the 168 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), TIAA Trust National Association ($261.52K), LPL Financial LLC ($238.53K), Benjamin F. Edwards & Company Inc. ($216.30K), Avior Wealth Management LLC ($124.98K), and Raymond James Financial Inc. ($122.80K).

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

Institutional investors have sold a total of 7,602,902 shares in the last 24 months. This volume of shares sold represents approximately $587.28M in transactions.



This page (NYSEARCA:MDYV) was last updated on 7/19/2025 by MarketBeat.com Staff
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