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

SPDR S&P 400 Mid Cap Value ETF logo
$90.64 +0.36 (+0.40%)
Closing price 10/13/2026 04:10 PM Eastern
Extended Trading
$90.75 +0.11 (+0.12%)
As of 10/13/2026 07:02 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 Massive. Learn more.
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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)
183
Total
Institutional Inflows
(last 12 months)
$330.63M
Number of
Institutional Sellers
(last 12 months)
176
Total
Institutional Outflows
(last 12 months)
$203.67M
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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
10/13/2026Avior Wealth Management LLC71,715$6.35M0.2%N/A0.238%
10/10/2026Sacks & Associates LLC43,501$3.85M2.7%N/A0.145%
10/10/2026HF Advisory Group LLC17,221$1.52M0.4%-1.8%0.057%
10/10/2026Councilor Wealth LLC55,389$4.90M2.0%N/A0.184%
10/10/2026Montz Harcus Wealth Management LLC42,231$3.74M1.5%N/A0.140%
10/10/2026RTD Financial Advisors Inc.48,988$4.34M0.5%N/A0.163%
10/10/2026Friday Financial23,863$2.13M0.4%N/A0.079%
10/10/2026Prism Advisors Inc.18,645$1.68M0.4%N/A0.062%
10/9/2026Balefire LLC5,583$494K0.1%N/A0.019%
10/9/2026Bill Few Associates Inc.36,085$3.19M0.6%N/A0.120%
10/9/2026O Keefe Stevens Advisory Inc.2,925$259K0.1%N/A0.010%
10/9/2026McNaughton Wealth Management LLC2,323$206K0.1%N/A0.008%
10/9/2026Inspirion Wealth Advisors LLC3,933$348K0.0%N/A0.013%
10/9/2026Eclectic Associates Inc. ADV5,947$526K0.1%N/A0.020%
10/9/2026Diversified Management Inc.2,584$229K0.0%N/A0.009%
10/8/2026Farther Finance Advisors LLC96,811$8.57M0.1%N/A0.322%
10/8/2026CoreCap Advisors LLC611$54K0.0%N/A0.002%
10/8/2026Atwood & Palmer Inc.750$66K0.0%N/A0.002%
10/8/2026Apeiron RIA LLC3,877$347K0.1%N/A0.013%
10/8/2026Titleist Asset Management LLC8,041$712K0.0%N/A0.027%
10/8/2026Everhart Financial Group Inc.6,226$551K0.0%N/A0.021%
10/7/2026Canandaigua National Trust Co of Florida36,123$3.20M1.8%N/A0.120%
10/7/2026Canandaigua National Bank & Trust Co.350,786$31.05M2.8%N/A1.165%
10/7/2026Persium Advisors LLC3,175$281K0.1%N/A0.011%
10/7/2026Waller Financial Planning Group Inc.24,656$2.18M0.4%N/A0.082%
10/6/2026Juncture Wealth Strategies LLC6,326$560K0.1%N/A0.021%
10/5/2026Eastern Bank2,682$237K0.0%N/A0.009%
10/5/2026Collective Family Office LLC17,931$1.59M0.3%N/A0.060%
10/2/2026 Marotta Asset Management38,580$3.42M0.6%N/A0.128%
10/1/2026 Stonebridge Financial Group LLC6,577$582K0.0%N/A0.022%
10/1/2026 Marathon Mission Inc.126,233$11.17M5.6%N/A0.419%
9/23/2026QRG Capital Management Inc.6,636$629K0.0%+15.6%0.022%
9/23/2026Envestnet Asset Management Inc.57,733$5.48M0.0%+18.0%0.192%
9/9/2026Capital Analysts LLC43,639$4.14M0.1%-0.5%0.149%
9/9/2026NorthRock Partners LLC1,427,030$135.35M2.0%+6.2%4.879%
9/9/2026NewEdge Advisors LLC19,603$1.86M0.0%-1.2%0.067%
9/9/2026IFP Advisors Inc5,148$488K0.0%-2.7%0.018%
9/8/2026Allworth Financial LP4,174$396K0.0%-66.6%0.014%
9/2/2026Citadel Advisors LLC25,770$2.44M0.0%N/A0.088%
8/27/2026Corient Private Wealth LP2,160$205K0.0%-9.9%0.007%
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8/23/2026Ameritas Advisory Services LLC4,348$412K0.0%+52.6%0.015%
8/23/2026HB Wealth Management LLC2,397$227K0.0%N/A0.008%
7/10/2026KWB Wealth3,887$369K0.0%-5.8%0.013%
7/10/2026Redhawk Wealth Advisors Inc.2,498$237K0.0%-6.5%0.009%
7/10/2026Wealthcare Advisory Partners LLC46,172$4.38M0.1%+5.5%0.160%
7/9/2026Friday Financial13,915$1.31M0.3%+130.1%0.048%
7/9/2026Capital Wealth Management LLC101,953$9.67M2.3%+4.5%0.353%
7/9/2026Everhart Financial Group Inc.6,246$592K0.0%-18.1%0.022%
7/8/2026Cultivar Capital Inc.9,610$912K0.6%+63.2%0.033%
7/8/2026Eclectic Associates Inc. ADV7,489$710K0.1%-14.9%0.026%
7/7/2026Bill Few Associates Inc.35,878$3.40M0.7%+1.7%0.124%
7/7/2026Balefire LLC5,293$502K0.1%+9.4%0.018%
7/7/2026McNaughton Wealth Management LLC2,323$220K0.1%N/A0.008%
7/7/2026Avior Wealth Management LLC73,043$6.93M0.2%-0.2%0.253%
7/7/2026Canandaigua National Bank & Trust Co.354,651$33.64M2.8%N/A1.229%
7/7/2026Waller 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%
5/7/2026Balefire 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%
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%
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5/2/2026Valmark Advisers Inc.5,041$429K0.0%-7.0%0.018%
5/1/2026Capital 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%
4/29/2026Burney Co.6,193$527K0.0%-32.8%0.022%


MDYV Institutional Ownership - Frequently Asked Questions

During the previous two years, 381 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 ($135.35M), 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 309 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 ($1M), NorthRock Partners LLC ($951.05K), Wealth Enhancement Advisory Services LLC ($939.51K), Canandaigua National Bank & Trust Co. ($743.59K), Benjamin Edwards Inc. ($699.15K), Avantax Planning Partners Inc. ($575.89K), and Strategic Financial Concepts LLC ($468.56K).

Institutional investors have bought a total of 3,807,327 shares in the last 24 months. This purchase volume represents approximately $330.63M in transactions.

Of the 176 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), Confluence Investment Management LLC ($230.37K), Wealth Enhancement Advisory Services LLC ($208.15K), Total Wealth Planning LLC ($96.08K), Asset Dedication LLC ($82.81K), and Prism Advisors Inc. ($66.37K).

Institutional investors have sold a total of 2,417,081 shares in the last 24 months. This volume of shares sold represents approximately $203.67M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:MDYV is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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