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

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Stock AnalysisChartHoldingsOwnershipRatings

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

Number of
Institutional Buyers
(last 12 months)
226
Total
Institutional Inflows
(last 12 months)
$1.05B
Number of
Institutional Sellers
(last 12 months)
148
Total
Institutional Outflows
(last 12 months)
$570.05M
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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
4/18/2024Total Wealth Planning LLC102,463$7.79M1.3%-3.7%0.300%
4/18/2024Silverlake Wealth Management LLC3,970$302K0.2%+16.1%0.012%
4/18/2024Measured Wealth Private Client Group LLC13,802$1.05M0.4%-18.6%0.040%
4/18/2024CCG Wealth Management LLC5,759$438K0.3%+8.0%0.017%
4/16/2024Occidental Asset Management LLC24,826$1.89M0.4%+0.6%0.073%
4/16/2024OneAscent Financial Services LLC6,146$467K0.1%-6.2%0.018%
4/16/2024LongView Wealth Management6,711$510K0.2%+8.2%0.020%
4/16/2024Courage Miller Partners LLC29,073$2.21M0.8%+1.3%0.085%
4/16/2024Cypress Wealth Services LLC3,958$301K0.1%-8.7%0.012%
4/16/2024Wealth Enhancement Advisory Services LLC5,237,228$398.03M1.0%+16.0%15.336%
4/16/2024ERn Financial LLC219,510$16.68M2.9%+0.1%0.643%
4/15/2024Signet Financial Management LLC186,548$14.18M1.9%-1.6%0.546%
4/15/2024Wealthcare Advisory Partners LLC23,356$1.78M0.1%+12.0%0.068%
4/15/2024GoalVest Advisory LLC369$28K0.0%N/A0.001%
4/15/2024Brookstone Capital Management9,011$685K0.0%-3.4%0.026%
4/15/2024Flagstar Advisors Inc.3,202$243K0.1%N/A0.009%
4/13/2024 IMC Chicago LLC28,622$2.18M0.0%N/A0.084%
4/13/2024 Wallace Advisory Group LLC8,190$601K0.4%-5.5%0.024%
4/12/2024 Ignite Planners LLC26,201$1.97M0.6%+19.3%0.077%
4/11/2024 D. Scott Neal Inc.18,211$1.38M0.9%-2.8%0.053%
4/11/2024 Clarus Wealth Advisors57,643$4.22M2.4%+1.3%0.169%
4/10/2024 Park Avenue Securities LLC9,037$687K0.0%-67.5%0.028%
4/5/2024 Madison Park Capital Advisors LLC10,368$788K0.7%+5.6%0.032%
4/2/2024 Waller Financial Planning Group Inc.63,484$4.83M1.3%+1.6%0.194%
4/2/2024 Marotta Asset Management71,753$5.45M1.1%-8.6%0.219%
4/1/2024 Michael S. Ryan Inc.176,554$13.42M10.6%+5.7%0.538%
4/1/2024 Confluence Investment Management LLC326,099$24.78M0.3%N/A0.994%
4/1/2024 Appleton Partners Inc. MA3,058$232K0.0%-13.9%0.009%
3/22/2024PNC Financial Services Group Inc.2,394$176K0.0%-35.5%0.007%
3/15/2024B. Riley Wealth Advisors Inc.36,914$2.71M0.1%+1,088.1%0.113%
3/4/2024Richardson Financial Services Inc.479$35K0.0%N/A0.001%
3/1/2024Goldman Sachs Group Inc.14,837$1.09M0.0%-48.1%0.045%
2/29/2024Scarborough Advisors LLC2,212$162K0.0%N/A0.007%
2/27/2024ARQ Wealth Advisors LLC7,251$532K0.3%-17.3%0.022%
2/26/2024Centaurus Financial Inc.1,821$134K0.0%-94.6%0.006%
2/23/2024Chicago Partners Investment Group LLC30,811$2.21M0.1%+8.3%0.094%
2/22/2024Scarborough Advisors LLC474$35K0.0%N/A0.001%
2/16/2024Harbour Investments Inc.3,411$250K0.0%+7.8%0.010%
2/15/2024Mercer Global Advisors Inc. ADV20,669$1.52M0.0%-5.8%0.063%
2/15/2024Townsquare Capital LLC773,444$56.76M1.0%+6.0%2.358%
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2/15/2024Swmg LLC14,972$1.10M0.5%-52.9%0.046%
2/15/2024Virtue Capital Management LLC3,394$244K0.0%N/A0.010%
2/15/2024Financial Network Wealth Advisors LLC21,813$1.60M1.7%N/A0.067%
2/15/2024Freedom Investment Management Inc.91,796$6.74M0.5%-3.7%0.280%
2/15/2024Garden State Investment Advisory Services LLC85,729$6.29M2.5%+4.6%0.261%
2/15/2024Citadel Advisors LLC6,167$453K0.0%-65.6%0.019%
2/15/2024Comerica Bank9,621$706K0.0%-43.1%0.029%
2/14/2024Royal Bank of Canada108,657$7.97M0.0%-10.7%0.331%
2/14/2024Continuum Advisory LLC3,231$239K0.0%N/A0.010%
2/14/2024Pathstone Holdings LLC71,805$5.27M0.0%N/A0.219%
2/14/2024Kestra Advisory Services LLC154,761$11.36M0.1%+1,245.5%0.472%
2/14/2024Creative Planning22,294$1.64M0.0%-25.5%0.068%
2/14/2024Broadview Financial Management LLC8,839$649K0.5%-7.0%0.027%
2/14/2024MGO One Seven LLC13,859$1.02M0.1%+6.6%0.042%
2/14/2024Visionary Wealth Advisors24,146$1.77M0.1%-47.2%0.074%
2/13/2024Morningstar Investment Services LLC4,047$300K0.0%N/A0.012%
2/13/2024Envestnet Asset Management Inc.3,137,364$230.22M0.1%+663.7%9.565%
2/13/2024Joseph Group Capital Management6,187$454K0.3%-7.4%0.019%
2/13/2024Cetera Advisor Networks LLC135,632$9.95M0.1%+50.9%0.414%
2/13/2024Goldman Sachs Group Inc.14,837$1.09M0.0%-48.1%0.045%
2/13/2024Jones Financial Companies Lllp32,741$2.40M0.0%+15.2%0.100%
2/13/2024FinTrust Capital Advisors LLC154,613$11.35M2.3%+1.2%0.471%
2/12/2024Condor Capital Management5,749$422K0.0%+16.0%0.018%
2/12/2024Dorsey & Whitney Trust CO LLC2,890$212K0.0%-13.6%0.009%
2/12/2024Focus Financial Network Inc. ADV3,285$241K0.0%N/A0.010%
2/12/2024Stifel Financial Corp930,579$68.29M0.1%-39.5%2.837%
2/12/2024Steward Partners Investment Advisory LLC7,578$556K0.0%+36.5%0.023%
2/9/2024ProVise Management Group LLC5,961$437K0.0%+90.4%0.018%
2/9/2024Orion Portfolio Solutions LLC554,679$40.29M0.5%+10,168.0%1.691%
2/9/2024Avantax Planning Partners Inc.38,937$2.86M0.1%+1.5%0.119%
2/9/2024US Bancorp DE4,904$360K0.0%+1,568.0%0.015%
2/9/2024Tidemark LLC1,442$106K0.1%N/A0.004%
2/9/2024Keystone Financial Group10,054$738K0.1%+1.8%0.031%
2/9/2024Assetmark Inc.2,536$186K0.0%+1,505.1%0.008%
2/9/2024Corient Private Wealth LLC49,218$3.61M0.0%N/A0.150%
2/9/2024Sachetta LLC1,998$147K0.1%N/A0.006%
2/9/2024Wells Fargo & Company MN315,746$23.17M0.0%+0.7%0.963%
2/9/2024Gladstone Institutional Advisory LLC63,475$4.66M0.3%+3.2%0.194%
2/9/2024UBS Group AG60,116$4.41M0.0%-4.4%0.183%
2/9/2024PNC Financial Services Group Inc.2,394$176K0.0%-35.5%0.007%
2/8/2024Prestige Wealth Management Group LLC74,005$5.43M1.2%-0.2%0.226%
2/8/2024Brown Advisory Inc.4,527$332K0.0%+4.5%0.014%
2/8/2024Financial Advocates Investment Management4,472$328K0.0%-53.8%0.014%
2/8/2024NorthRock Partners LLC612,402$44.94M4.2%-2.9%1.867%
2/8/2024German American Bancorp Inc.2,823$207K0.0%N/A0.009%
2/8/2024SigFig Wealth Management LLC43,457$3.19M0.1%N/A0.132%
2/8/2024New Century Financial Group LLC6,434$472K0.4%N/A0.020%
2/8/2024Private Wealth Management Group LLC140,355$10.30M5.1%N/A0.428%
2/8/2024Kingsview Wealth Management LLC43,260$3.17M0.1%-1.8%0.132%
2/8/2024Foundations Investment Advisors LLC41,665$2.99M0.1%N/A0.127%
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2/8/2024Lutz Financial Services LLC645,203$47.35M4.4%+6.2%1.967%
2/8/2024JNBA Financial Advisors348,366$25.56M2.9%+4.1%1.062%
2/7/2024Avantax Advisory Services Inc.3,335$245K0.0%N/A0.010%
2/7/2024Wambolt & Associates LLC19,986$1.47M0.3%-20.2%0.061%
2/7/2024Envestnet Portfolio Solutions Inc.75,899$5.57M0.0%N/A0.231%
2/7/2024Cary Street Partners Investment Advisory LLC227,578$16.70M0.8%+22.5%0.694%
2/7/2024Northwest Financial Advisors1,751$128K0.1%N/A0.005%
2/7/2024Principal Securities Inc.177,423$13.02M0.5%N/A0.541%
2/7/2024Concourse Financial Group Securities Inc.3,511$258K0.0%-21.3%0.011%
2/6/2024Balanced Wealth Group LLC41,826$3.07M1.6%N/A0.128%
(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 ($398.03M), Envestnet Asset Management Inc. ($230.22M), Advisor Group Holdings Inc. ($177.03M), Clark Capital Management Group Inc. ($153.00M), Financial Engines Advisors L.L.C. ($111.79M), LPL Financial LLC ($72.77M), and Stifel Financial Corp ($68.29M).Learn more on MDYV's institutional investors.

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

Of the 343 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: Envestnet Asset Management Inc. ($12.29M), Advisor Group Holdings Inc. ($4.96M), Wealth Enhancement Advisory Services LLC ($3.89M), Clark Capital Management Group Inc. ($2.05M), Orion Portfolio Solutions LLC ($1.81M), Portside Wealth Group LLC ($1.68M), and Benjamin F. Edwards & Company Inc. ($1.05M).

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

Institutional investors have bought a total of 42,037,729 shares in the last 24 months. This purchase volume represents approximately $2.86B in transactions.

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

Of the 193 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: Envestnet Asset Management Inc. ($9.48M), Advisor Group Holdings Inc. ($2.62M), Stifel Financial Corp ($695.44K), Benjamin F. Edwards & Company Inc. ($507.35K), Alesco Advisors LLC ($430.11K), LPL Financial LLC ($425.97K), and NorthRock Partners LLC ($367.90K).

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

Institutional investors have sold a total of 18,583,905 shares in the last 24 months. This volume of shares sold represents approximately $1.20B in transactions.


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This page (NYSEARCA:MDYV) was last updated on 4/18/2024 by MarketBeat.com Staff

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