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

SPDR S&P 400 Mid Cap Value ETF logo
$95.17 +0.88 (+0.93%)
As of 07/24/2026 04:10 PM Eastern
Compare

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

Number of
Institutional Buyers
(last 12 months)
195
Total
Institutional Inflows
(last 12 months)
$272.30M
Number of
Institutional Sellers
(last 12 months)
195
Total
Institutional Outflows
(last 12 months)
$255.09M
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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
7/10/2026 KWB Wealth3,887$369K0.0%-5.8%0.013%
7/10/2026 Redhawk Wealth Advisors Inc.2,498$237K0.0%-6.5%0.009%
7/10/2026 Wealthcare Advisory Partners LLC46,172$4.38M0.1%+5.5%0.160%
7/9/2026 Friday Financial13,915$1.31M0.3%+130.1%0.048%
7/9/2026 Capital Wealth Management LLC101,953$9.67M2.3%+4.5%0.353%
7/9/2026 Everhart Financial Group Inc.6,246$592K0.0%-18.1%0.022%
7/8/2026 Cultivar Capital Inc.9,610$912K0.6%+63.2%0.033%
7/8/2026 Eclectic Associates Inc. ADV7,489$710K0.1%-14.9%0.026%
7/7/2026 Bill Few Associates Inc.35,878$3.40M0.7%+1.7%0.124%
7/7/2026 Balefire LLC5,293$502K0.1%+9.4%0.018%
7/7/2026 McNaughton Wealth Management LLC2,323$220K0.1%N/A0.008%
7/7/2026 Avior Wealth Management LLC73,043$6.93M0.2%-0.2%0.253%
7/7/2026 Canandaigua National Bank & Trust Co.354,651$33.64M2.8%N/A1.229%
7/7/2026 Waller Financial Planning Group Inc.24,656$2.34M0.5%-6.4%0.085%
7/1/2026 Marathon Mission Inc.125,387$11.89M5.9%+1.9%0.442%
6/24/2026Basecamp Wealth Advisors LLC646$55K0.0%N/A0.002%
6/24/2026Redwood Investment Management LLC70,898$6.04M0.7%+6.0%0.250%
6/10/2026FAS Wealth Partners Inc.625,208$53.24M3.3%+2.4%2.205%
6/3/2026NewEdge Advisors LLC19,844$1.69M0.0%-19.8%0.070%
5/29/2026Asset Dedication LLC151,326$12.89M0.9%-34.9%0.534%
5/19/2026NewEdge Advisors LLC13,749$1.17M0.0%-44.4%0.048%
5/19/2026Bank of America Corp DE141,810$12.08M0.0%+12.3%0.500%
5/19/2026Arkadios Wealth Advisors2,979$254K0.0%N/A0.011%
5/18/2026Royal Bank of Canada48,141$4.10M0.0%+16.3%0.170%
5/18/2026Empowered Funds LLC40,599$3.46M0.0%+0.6%0.143%
5/16/2026Quantinno Capital Management LP21,284$1.81M0.0%-22.1%0.075%
5/15/2026Quadcap Wealth Management LLC3,031$258K0.0%-12.3%0.011%
5/14/2026Rockbridge Investment Management LCC68,649$5.85M0.5%-4.9%0.242%
5/14/2026Klingman & Associates LLC369,859$31.49M1.5%-0.3%1.305%
5/14/2026Gibbs Wealth Management7,589$646K0.1%+168.6%0.027%
5/13/2026Cetera Investment Advisers410,049$34.92M0.0%+7.5%1.446%
5/13/2026Prestige Wealth Management Group LLC94,745$8.07M1.6%-2.4%0.334%
5/13/2026Alesco Advisors LLC An ESL Co110,354$9.40M0.2%-4.7%0.389%
5/8/2026PNC Financial Services Group Inc.1,899$162K0.0%+8.9%0.007%
5/7/2026Florida Financial Advisors LLC9,557$814K0.2%+29.8%0.034%
5/7/2026 Balefire LLC4,840$412K0.1%+10.0%0.017%
5/7/2026Koss Olinger Consulting LLC31,667$2.70M0.2%-37.9%0.112%
5/6/2026Bartlett & CO. Wealth Management LLC2,086$188K0.0%+36.2%0.007%
5/6/2026Modera Wealth Management LLC37,362$3.18M0.0%-26.2%0.132%
5/6/2026Assetmark Inc.529$45K0.0%-73.0%0.002%
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5/5/2026Geneos Wealth Management Inc.44,305$3.77M0.1%+0.3%0.156%
5/5/2026Signet Financial Management LLC129,387$11.02M1.2%-2.4%0.456%
5/5/2026Avantax Planning Partners Inc.918,268$78.19M2.1%+2.8%3.239%
5/4/2026Lutz Financial Services LLC805,859$68.62M4.6%+2.9%2.843%
5/4/2026Chicago Partners Investment Group LLC60,547$5.50M0.1%+5.7%0.214%
5/2/2026Global Assets Advisory LLC8,513$725K0.2%N/A0.030%
5/2/2026ARQ Wealth Advisors LLC6,399$545K0.1%-3.5%0.023%
5/2/2026Diversify Wealth Management LLC2,541$229K0.0%N/A0.009%
5/2/2026Valmark Advisers Inc.5,041$429K0.0%-7.0%0.018%
5/1/2026 Capital Squared Financial LLC22,116$1.88M1.4%+9.3%0.078%
5/1/2026Fifth Third Bancorp2,420$206K0.0%N/A0.009%
5/1/2026WealthShield Partners LLC88,173$7.51M0.8%+1.4%0.311%
4/30/2026Elevated Capital Advisors LLC16,371$1.39M0.4%-14.0%0.058%
4/30/2026Kestra Advisory Services LLC24,788$2.11M0.0%+2.1%0.087%
4/29/2026Cvfg LLC9,603$818K0.1%N/A0.034%
4/29/2026Resonant Capital Advisors LLC6,915$589K0.0%-2.3%0.024%
4/29/2026Montz Harcus Wealth Management LLC45,162$3.85M1.6%+0.4%0.159%
4/29/2026 Burney Co.6,193$527K0.0%-32.8%0.022%
4/28/2026Koshinski Asset Management Inc.31,523$2.68M0.2%-6.8%0.111%
4/28/2026 QRG Capital Management Inc.5,739$489K0.0%-3.9%0.020%
4/27/2026Lodestar Private Asset Management LLC22,138$1.89M0.2%-11.2%0.078%
4/27/2026 Marotta Asset Management46,414$3.97M0.7%-6.0%0.164%
4/27/2026Private Advisor Group LLC93,543$7.97M0.0%+9.3%0.330%
4/27/2026Elevation Point Wealth Partners LLC9,100$775K0.0%N/A0.032%
4/25/2026Stevens Capital Partners23,051$1.96M0.5%-0.7%0.081%
4/25/2026KPP Advisory Services LLC9,679$824K0.1%+6.4%0.034%
4/24/2026 First Pacific Financial367,076$31.26M4.0%-0.7%1.295%
4/24/2026Prism Advisors Inc.20,188$1.72M0.5%-3.8%0.071%
4/23/2026Balanced Wealth Group LLC161,121$13.72M4.9%+2.9%0.568%
4/23/2026 Flagstar Advisors Inc.5,198$443K0.2%-2.6%0.018%
4/23/2026Private Wealth Management Group LLC116,916$9.96M2.6%-4.9%0.412%
4/23/2026Intrua Financial LLC27,452$2.34M0.2%-0.6%0.097%
4/23/2026 Financial Guidance Group Inc.20,262$1.73M0.7%-7.2%0.071%
4/22/2026Janney Montgomery Scott LLC5,873$500K0.0%-2.6%0.021%
4/22/2026 Onyx Bridge Wealth Group LLC10,583$901K0.1%-6.6%0.037%
4/22/2026 Meridian Financial Advisors LLC5,463$465K0.3%-5.2%0.019%
4/21/2026 HF Advisory Group LLC17,470$1.49M0.5%+7.7%0.062%
4/21/2026Topsail Wealth Management LLC5,923$504K0.1%+4.6%0.021%
4/21/2026 GHP Investment Advisors Inc.285,050$24.27M1.0%+1.2%1.005%
4/21/2026 Falcon Wealth Planning4,244$361K0.0%-5.4%0.015%
4/21/2026 Fiduciary Alliance LLC12,741$1.13M0.1%+17.2%0.045%
4/20/2026Kestra Private Wealth Services LLC5,981$509K0.0%+76.6%0.021%
4/18/2026 Berman McAleer LLC15,351$1.31M0.2%-4.3%0.054%
4/17/2026 Capital Wealth Management LLC97,552$8.31M2.2%+7.3%0.344%
4/17/2026 Marathon Mission Inc.122,996$10.47M6.1%-0.7%0.434%
4/17/2026 Brookstone Capital Management27,535$2.35M0.0%-5.1%0.097%
4/15/2026 Brady Martz Wealth Solutions LLC11,834$1.01M0.2%-12.4%0.042%
3/17/2026Cornerstone Planning LLC2,661$225K0.1%N/A0.009%
3/17/2026Rockefeller Capital Management L.P.1,260$107K0.0%+16.1%0.004%
3/4/2026Pure Financial Advisors LLC14,274$1.21M0.0%-5.8%0.050%
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3/2/2026Cogent Strategic Wealth LLC3,620$322K0.4%N/A0.013%
2/25/2026Tempo Wealth LLC4,654$394K0.1%N/A0.016%
2/25/2026MidFirst Bank14,255$1.21M0.1%N/A0.050%
2/18/2026Ameriflex Group Inc.435$37K0.0%-50.0%0.002%
2/18/2026Mercer Global Advisors Inc. ADV203,268$17.21M0.0%-1.2%0.713%
2/18/2026 Onyx Bridge Wealth Group LLC11,331$959K0.1%-19.6%0.040%
2/18/2026FAS Wealth Partners Inc.610,840$51.71M3.3%+1.9%2.143%
2/18/2026EP Wealth Advisors LLC19,153$1.62M0.0%N/A0.067%
2/18/2026NewEdge Advisors LLC24,729$2.09M0.0%+3.7%0.087%
2/18/2026Empowered Funds LLC40,344$3.42M0.0%N/A0.142%


MDYV Institutional Ownership - Frequently Asked Questions

During the previous two years, 380 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 ($181.40M), NorthRock Partners LLC ($110.15M), Financial Engines Advisors L.L.C. ($106.16M), LPL Financial LLC ($89.19M), Avantax Planning Partners Inc. ($78.19M), AE Wealth Management LLC ($72.70M), and Lutz Financial Services LLC ($68.62M).Learn more on SPDR S&P 400 Mid Cap Value ETF's institutional investors.

Of the 308 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: Susquehanna International Group LLP ($1.04M), Wealth Enhancement Advisory Services LLC ($939.51K), Strategic Financial Concepts LLC ($932.27K), NorthRock Partners LLC ($867.77K), Benjamin Edwards Inc. ($699.15K), Avantax Planning Partners Inc. ($575.89K), and AE Wealth Management LLC ($437.21K).

Institutional investors have bought a total of 3,221,380 shares in the last 24 months. This purchase volume represents approximately $272.30M in transactions.

Of the 194 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: Benjamin Edwards Inc. ($511.44K), Stifel Financial Corp ($318.13K), Envestnet Asset Management Inc. ($287.77K), Confluence Investment Management LLC ($230.37K), Wealth Enhancement Advisory Services LLC ($208.15K), KWB Wealth ($113.61K), and Total Wealth Planning LLC ($96.08K).

Institutional investors have sold a total of 3,060,079 shares in the last 24 months. This volume of shares sold represents approximately $255.09M in transactions.


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This page (NYSEARCA:MDYV) was last updated on 7/25/2026 by MarketBeat.com Staff.
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