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

SPDR S&P 400 Mid Cap Value ETF logo
$76.35 -0.15 (-0.20%)
Closing price 05/23/2025 04:10 PM Eastern
Extended Trading
$75.80 -0.55 (-0.72%)
As of 05/23/2025 05:00 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)
220
Total
Institutional Inflows
(last 12 months)
$735.70M
Number of
Institutional Sellers
(last 12 months)
164
Total
Institutional Outflows
(last 12 months)
$558.88M
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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
5/21/2025 McAdam LLC155,544$11.99M0.7%-6.2%0.513%
5/21/2025 Geneos Wealth Management Inc.41,048$3.16M0.1%-0.6%0.135%
5/20/2025 Belpointe Asset Management LLC7,023$541K0.0%N/A0.023%
5/20/2025 Fortis Capital Advisors LLC7,023$541K0.1%N/A0.023%
5/20/2025 Focus Partners Wealth13,567$1.05M0.0%-21.8%0.045%
5/16/2025 Signature Estate & Investment Advisors LLC66,277$5.11M0.1%+40.7%0.219%
5/16/2025 Everstar Asset Management LLC17,963$1.38M0.3%N/A0.059%
5/16/2025 Goldman Sachs Group Inc.261,025$20.11M0.0%+7.6%0.861%
5/16/2025 Jones Financial Companies Lllp73,934$5.66M0.0%-12.6%0.244%
5/16/2025 NewEdge Advisors LLC6,395$493K0.0%+3.6%0.021%
5/16/2025 Integrated Wealth Concepts LLC5,350$412K0.0%-85.8%0.018%
5/16/2025 Clark Capital Management Group Inc.255,331$19.67M0.1%+34.3%0.843%
5/16/2025 AQR Capital Management LLC3,563$275K0.0%+38.4%0.012%
5/15/2025 EP Wealth Advisors LLC37,163$2.86M0.0%-52.3%0.123%
5/15/2025 Focus Partners Advisor Solutions LLC24,787$1.91M0.0%-8.7%0.082%
5/15/2025 Royal Bank of Canada67,995$5.24M0.0%-5.7%0.224%
5/15/2025 MAI Capital Management13,915$1.07M0.0%-6.2%0.046%
5/15/2025 Certior Financial Group LLC3,293$254K0.2%-25.4%0.011%
5/14/2025 WCG Wealth Advisors LLC88,705$6.84M0.5%-11.5%0.293%
5/14/2025 Comerica Bank5,685$438K0.0%-6.1%0.019%
5/14/2025 Freedom Investment Management Inc.60,163$4.64M0.4%-7.3%0.199%
5/14/2025 B&D White Capital Company LLC6,852$528K0.1%-72.7%0.023%
5/14/2025 Smartleaf Asset Management LLC1,041$80K0.0%+3,903.8%0.003%
5/14/2025 Northwestern Mutual Wealth Management Co.55,250$4.26M0.0%-1.3%0.182%
5/14/2025 Kestra Advisory Services LLC185,320$14.28M0.1%-67.2%0.612%
5/14/2025 Broadview Financial Management LLC8,287$639K0.5%-2.9%0.027%
5/14/2025 Capital Analysts LLC21,328$1.64M0.1%+8,040.5%0.070%
5/13/2025 Aptus Capital Advisors LLC23,813$1.84M0.0%-8.8%0.079%
5/13/2025 Raymond James Financial Inc.74,658$5.75M0.0%-62.2%0.246%
5/13/2025 Financial Network Wealth Advisors LLC6,563$506K0.7%+13.7%0.022%
5/13/2025 Klingman & Associates LLC346,152$26.67M1.6%+0.7%1.142%
5/13/2025 HighTower Advisors LLC242,170$18.66M0.0%+3.1%0.799%
5/12/2025 Financial Engines Advisors L.L.C.1,290,872$99.46M0.2%-3.7%4.260%
5/12/2025 Independent Advisor Alliance4,795$369K0.0%-90.0%0.016%
5/12/2025 Benjamin Edwards Inc.566,659$43.66M0.6%-0.8%1.870%
5/12/2025 Koss Olinger Consulting LLC65,292$5.03M0.4%-1.4%0.215%
5/12/2025 Townsquare Capital LLC123,296$9.50M0.1%+3.5%0.407%
5/12/2025 Wambolt & Associates LLC10,527$813K0.3%-3.0%0.035%
5/12/2025 Alesco Advisors LLC119,404$9.20M0.3%-1.0%0.394%
5/9/2025 Chicago Partners Investment Group LLC46,998$3.52M0.1%+19.7%0.155%
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5/9/2025 WealthShield Partners LLC91,552$7.05M0.9%+0.7%0.302%
5/9/2025 Wealthspire Advisors LLC20,543$1.58M0.0%+29.9%0.068%
5/9/2025 Cary Street Partners Investment Advisory LLC13,978$1.08M0.6%+1.8%0.046%
5/9/2025 Atria Wealth Solutions Inc.4,976$383K0.0%-12.6%0.016%
5/9/2025 Cary Street Partners Financial LLC134,504$10.36M0.3%-5.8%0.444%
5/8/2025 IFG Advisory LLC17,780$1.37M0.1%+1.5%0.059%
5/8/2025 TIAA Trust National Association601,299$46.33M0.1%-25.8%1.984%
5/8/2025 MONECO Advisors LLC36,095$2.78M0.3%+70.3%0.119%
5/8/2025 ProVise Management Group LLC4,792$369K0.0%-3.4%0.016%
5/8/2025 US Bancorp DE577$44K0.0%-39.6%0.002%
5/8/2025 NorthRock Partners LLC1,328,221$102.34M3.4%0.0%4.384%
5/8/2025 First National Trust Co340,995$26.27M1.1%-4.7%1.125%
5/8/2025 Geneos Wealth Management Inc.42,502$3.28M0.1%+2.9%0.140%
5/7/2025 Lutz Financial Services LLC703,995$54.24M4.4%+1.3%2.323%
5/7/2025 MJT & Associates Financial Advisory Group Inc.499$38K0.0%N/A0.002%
5/7/2025 Foundations Investment Advisors LLC148,497$11.44M0.2%+5.5%0.490%
5/7/2025 LPL Financial LLC1,136,150$87.54M0.0%+2.3%3.750%
5/7/2025 Texas Yale Capital Corp.6,575$507K0.0%+132.7%0.022%
5/7/2025 Drive Wealth Management LLC3,800$293K0.1%-6.2%0.013%
5/6/2025 Cetera Investment Advisers249,664$19.24M0.0%+20.3%0.824%
5/6/2025 Avantax Advisory Services Inc.88,008$6.78M0.0%+4.6%0.290%
5/6/2025 Advisor OS LLC3,545$273K0.0%N/A0.012%
5/6/2025 AE Wealth Management LLC558,043$43.00M0.4%+12.6%1.842%
5/6/2025 Burney Co.3,410$263K0.0%N/A0.011%
5/6/2025 Milestone Asset Management Group LLC10,278$792K0.7%+1.9%0.034%
5/6/2025 PFG Advisors6,968$537K0.0%-3.1%0.023%
5/6/2025 Ignite Planners LLC27,988$2.07M0.4%-7.9%0.092%
5/5/2025 OneAscent Financial Services LLC6,748$521K0.0%+8.2%0.022%
5/5/2025 TAGStone Capital Inc.9,622$741K0.4%+2.6%0.032%
5/5/2025 Kestra Private Wealth Services LLC2,665$205K0.0%N/A0.009%
5/5/2025 FAS Wealth Partners Inc.556,287$42.86M3.5%+1.5%1.836%
5/5/2025 Csenge Advisory Group5,146$368K0.0%-27.7%0.017%
5/5/2025 Private Advisor Group LLC71,187$5.49M0.0%+13.0%0.235%
5/2/2025 Acas LLC4,668$345K0.3%-8.8%0.015%
5/2/2025 Kingsview Wealth Management LLC24,559$1.89M0.0%-2.2%0.081%
5/2/2025 Bailard Inc.49,203$3.79M0.1%-0.6%0.163%
5/2/2025 Stevens Capital Partners21,919$1.69M0.8%+20.9%0.073%
5/1/2025 Florida Financial Advisors LLC23,576$1.75M0.7%+64.6%0.078%
5/1/2025 Asset Dedication LLC226,016$17.42M1.4%-18.5%0.750%
5/1/2025 CWM LLC142,507$10.98M0.0%+6.9%0.473%
5/1/2025 Omega Financial Group LLC19,848$1.53M0.6%-4.8%0.066%
5/1/2025 Fidelis Capital Partners LLC23,114$1.70M0.2%+2.4%0.077%
4/30/2025 Allworth Financial LP13,844$1.02M0.0%-5.1%0.046%
4/30/2025 Topsail Wealth Management LLC5,558$426K0.1%+11.3%0.018%
4/30/2025 Moloney Securities Asset Management LLC3,408$263K0.0%+27.4%0.011%
4/30/2025 Silverlake Wealth Management LLC5,794$446K0.2%+9.8%0.019%
4/30/2025 Stratos Wealth Advisors LLC18,261$1.41M0.1%-3.3%0.061%
4/30/2025 NTV Asset Management LLC3,095$238K0.0%-19.3%0.010%
4/29/2025 Envestnet Asset Management Inc.329,148$25.36M0.0%+39.7%1.092%
4/29/2025 Bank of New York Mellon Corp4,609$355K0.0%-13.3%0.015%
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4/29/2025 Brookstone Capital Management30,110$2.32M0.0%+53.6%0.100%
4/29/2025 Avantax Planning Partners Inc.412,142$31.76M1.1%+21.8%1.367%
4/29/2025 Silver Oak Securities Incorporated12,622$968K0.1%+21.2%0.042%
4/29/2025 Courage Miller Partners LLC29,706$2.29M0.8%+3.0%0.099%
4/29/2025 Onyx Bridge Wealth Group LLC5,942$458K0.1%-5.5%0.020%
4/28/2025 Strategic Financial Concepts LLC6,173$476K0.1%+3.0%0.020%
4/28/2025 Swmg LLC5,636$414K0.2%-13.3%0.019%
4/28/2025 Salomon & Ludwin LLC15,967$1.23M0.1%+16.0%0.053%
4/28/2025 ABLE Financial Group LLC2,637$203K0.1%-26.3%0.009%
4/25/2025 JNBA Financial Advisors117,815$9.08M0.9%-7.0%0.391%
(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, 378 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 ($194.14M), 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 MDYV's institutional investors.

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

Of the 315 institutional investors that purchased SPDR S&P 400 Mid Cap Value ETF 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 21,978,653 shares in the last 24 months. This purchase volume represents approximately $1.63B in transactions.

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

Of the 216 institutional investors that sold SPDR S&P 400 Mid Cap Value ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($4.33M), Osaic Holdings Inc. ($880.58K), Benjamin F. Edwards & Company Inc. ($665.73K), Stifel Financial Corp ($621.79K), Alesco Advisors LLC ($437.73K), LPL Financial LLC ($430.71K), and Kestra Advisory Services LLC ($380.53K).

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

Institutional investors have sold a total of 11,653,568 shares in the last 24 months. This volume of shares sold represents approximately $879.00M in transactions.



This page (NYSEARCA:MDYV) was last updated on 5/24/2025 by MarketBeat.com Staff
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