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

SPDR S&P 400 Mid Cap Value ETF logo
$76.65 -1.31 (-1.68%)
As of 12:35 PM Eastern
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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)
205
Total
Institutional Inflows
(last 12 months)
$822.63M
Number of
Institutional Sellers
(last 12 months)
149
Total
Institutional Outflows
(last 12 months)
$233.98M
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MDYV Institutional Buying and Selling by Quarter

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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
3/27/2025Milestone Asset Management Group LLC10,090$809K0.7%N/A0.033%
3/24/2025Mascagni Wealth Management Inc.1,063$85K0.1%N/A0.003%
3/17/2025 Wealth Enhancement Advisory Services LLC6,846,141$549.06M1.0%+7.7%21.734%
3/17/2025 NorthCrest Asset Manangement LLC13,992$1.12M0.0%+94.1%0.044%
3/6/2025 Copia Wealth Management310$25K0.0%N/A0.001%
3/6/2025 Wood Tarver Financial Group LLC332$26K0.0%N/A0.001%
2/27/2025 ABLE Financial Group LLC3,580$287K0.1%-7.6%0.011%
2/19/2025 Orin Green Financial LLC5,976$479K0.2%-7.2%0.018%
2/19/2025 ARQ Wealth Advisors LLC6,959$558K0.2%-12.5%0.021%
2/19/2025 WCG Wealth Advisors LLC100,224$8.04M0.5%+0.5%0.298%
2/18/2025 Breakthru Advisory Services LLC3,329$267K0.2%N/A0.010%
2/18/2025 Vise Technologies Inc.27,927$2.24M0.2%+610.1%0.083%
2/18/2025 Retirement Planning Group LLC4,254$341K0.0%+31.1%0.013%
2/18/2025 Focus Partners Advisor Solutions LLC27,137$2.18M0.0%+493.2%0.081%
2/18/2025 Note Advisors LLC2,495$200K0.2%N/A0.007%
2/17/2025 NorthRock Partners LLC1,330,054$106.67M3.5%+164.4%3.958%
2/17/2025 Focus Partners Wealth17,353$1.39M0.0%+49.5%0.052%
2/17/2025 Clark Capital Management Group Inc.190,115$15.25M0.1%+5.5%0.566%
2/17/2025 Diligent Investors LLC85,579$6.86M1.6%+0.9%0.255%
2/17/2025 EP Wealth Advisors LLC77,943$6.25M0.1%+1,183.2%0.232%
2/17/2025 Cetera Investment Advisers207,515$16.64M0.0%+4.7%0.618%
2/17/2025 Captrust Financial Advisors34,956$2.80M0.0%-8.9%0.104%
2/17/2025 Cary Street Partners Financial LLC142,735$11.45M0.4%N/A0.425%
2/17/2025 Baird Financial Group Inc.2,640$212K0.0%N/A0.008%
2/17/2025 Bank of America Corp DE68,187$5.47M0.0%+4.6%0.203%
2/17/2025 Benjamin Edwards Inc.571,373$45.83M0.7%+21.3%1.701%
2/17/2025 BIP Wealth LLC2,802$225K0.0%N/A0.008%
2/17/2025 Ameriprise Financial Inc.138,493$11.11M0.0%+12.7%0.412%
2/17/2025 Aptus Capital Advisors LLC26,122$2.10M0.0%-13.5%0.078%
2/14/2025 Mercer Global Advisors Inc. ADV216,903$17.40M0.0%+6.8%0.646%
2/14/2025 FAS Wealth Partners Inc.547,880$43.94M3.7%-4.0%1.631%
2/14/2025 Rehmann Capital Advisory Group3,829$307K0.0%+14.9%0.011%
2/14/2025 Comerica Bank6,055$486K0.0%-2.8%0.018%
2/14/2025 Bellwether Advisors LLC1,183$95K0.0%N/A0.004%
2/14/2025 Topsail Wealth Management LLC4,995$401K0.1%N/A0.015%
2/14/2025 Integrated Wealth Concepts LLC37,578$3.01M0.0%-6.0%0.112%
2/14/2025 MGO One Seven LLC18,968$1.52M0.1%+5.6%0.056%
2/14/2025 Susquehanna International Group LLP1,000,000$80.20M0.0%N/A2.976%
2/14/2025 IHT Wealth Management LLC283,335$22.72M0.7%+382.6%0.843%
2/14/2025 Stifel Financial Corp674,495$54.09M0.1%+19.2%2.007%
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2/14/2025 Tower Research Capital LLC TRC 4,712$378K0.0%-61.4%0.014%
2/14/2025 Freedom Investment Management Inc.64,927$5.21M0.4%-1.1%0.193%
2/14/2025 Concourse Financial Group Securities Inc.2,090$175K0.0%-10.6%0.006%
2/13/2025 Garden State Investment Advisory Services LLC58,118$4.67M1.4%+0.4%0.173%
2/13/2025 NewEdge Advisors LLC6,174$495K0.0%+15.1%0.018%
2/13/2025 Mariner LLC114,630$9.19M0.0%+3.6%0.341%
2/13/2025 Keystone Financial Group10,734$861K0.1%N/A0.032%
2/13/2025 Townsquare Capital LLC119,163$9.56M0.1%+8.8%0.355%
2/13/2025 KDK Private Wealth Management LLC3,394$272K0.3%N/A0.010%
2/13/2025 Raymond James Financial Inc.197,456$15.84M0.0%N/A0.588%
2/13/2025 Renaissance Technologies LLC6,600$529K0.0%+4.8%0.020%
2/13/2025 Certior Financial Group LLC4,417$354K0.3%N/A0.013%
2/13/2025 Cerity Partners LLC7,023$562K0.0%+85.7%0.021%
2/13/2025 Envestnet Asset Management Inc.235,544$18.89M0.0%-5.2%0.701%
2/13/2025 Perennial Investment Advisors LLC36,522$2.93M0.3%-41.7%0.109%
2/13/2025 Wells Fargo & Company MN480,211$38.51M0.0%+7.0%1.429%
2/12/2025 OneAscent Financial Services LLC6,239$500K0.0%N/A0.019%
2/12/2025 Joseph Group Capital Management5,408$434K0.2%-7.1%0.016%
2/12/2025 Orion Portfolio Solutions LLC19,027$1.53M0.0%+25.5%0.057%
2/12/2025 Rockbridge Investment Management LCC97,940$7.86M1.0%-23.1%0.291%
2/12/2025 JPMorgan Chase & Co.15,918$1.28M0.0%+7.9%0.047%
2/12/2025 Aviso Wealth Management2,755$221K0.1%-7.7%0.008%
2/12/2025 Financial Engines Advisors L.L.C.1,340,930$107.54M0.2%-3.5%3.991%
2/12/2025 Wambolt & Associates LLC10,855$871K0.3%-6.4%0.032%
2/12/2025 Florida Financial Advisors LLC14,325$1.15M0.5%+25.6%0.043%
2/11/2025 Signature Estate & Investment Advisors LLC47,090$3.78M0.1%+97.0%0.140%
2/11/2025 TIAA Trust National Association810,809$65.03M0.2%+39.4%2.413%
2/11/2025 CMC Financial Group2,720$218K0.5%N/A0.008%
2/11/2025 LPL Financial LLC1,110,334$89.05M0.0%-4.9%3.305%
2/11/2025 Millstone Evans Group LLC452$36K0.0%N/A0.001%
2/11/2025 Koss Olinger Consulting LLC66,202$5.31M0.5%-0.7%0.197%
2/10/2025 Thrivent Financial for Lutherans69,635$5.59M0.0%+1.7%0.207%
2/10/2025 Kestra Advisory Services LLC565,845$45.38M0.2%+0.9%1.684%
2/10/2025 First National Trust Co357,674$28.69M1.1%+3.3%1.065%
2/10/2025 May Barnhard Investments LLC79,294$6.36M3.0%N/A0.236%
2/10/2025 Balanced Wealth Group LLC142,887$11.82M5.3%+6.1%0.425%
2/10/2025 Commonwealth Equity Services LLC183,727$14.74M0.0%+7.2%0.547%
2/10/2025 IAG Wealth Partners LLC58,905$4.72M0.8%-3.2%0.175%
2/10/2025 Avantax Advisory Services Inc.84,142$6.75M0.0%-20.5%0.250%
2/10/2025 Farther Finance Advisors LLC20,489$1.64M0.1%-13.6%0.061%
2/7/2025 PFG Advisors7,191$577K0.0%+3.8%0.021%
2/7/2025 HighTower Advisors LLC234,889$18.84M0.0%+2.1%0.699%
2/7/2025 Avantax Planning Partners Inc.338,411$27.14M1.0%+20.2%1.007%
2/7/2025 Independent Advisor Alliance47,936$3.84M0.1%+1,244.6%0.143%
2/7/2025 Rialto Wealth Management LLC35,096$2.82M0.9%N/A0.104%
2/7/2025 Acas LLC5,116$426K0.3%-11.0%0.015%
2/7/2025 Barden Capital Management Inc.24,086$1.93M1.7%+4.7%0.072%
2/6/2025 Raymond James Financial Inc.197,456$15.84M0.0%N/A0.588%
2/6/2025 Atria Investments Inc10,002$802K0.0%+14.3%0.030%
2/6/2025 Assetmark Inc.309$25K0.0%+1,088.5%0.001%
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2/6/2025 Fidelis Capital Partners LLC22,566$1.85M0.2%N/A0.067%
2/6/2025 Alesco Advisors LLC120,592$9.67M0.3%-1.1%0.359%
2/6/2025 Jones Financial Companies Lllp84,609$6.79M0.0%+49.1%0.252%
2/6/2025 Modera Wealth Management LLC50,385$4.04M0.0%N/A0.150%
2/5/2025 Bailard Inc.49,517$3.97M0.1%-1.4%0.147%
2/5/2025 Norden Group LLC3,998$321K0.0%+29.6%0.012%
2/5/2025 Jacobi Capital Management LLC102,421$8.21M0.6%+1.0%0.305%
2/5/2025 Schneider Downs Wealth Management Advisors LP3,395$272K0.1%-6.8%0.010%
2/5/2025 Convergence Financial LLC265,612$21.30M4.2%+6.3%0.791%
2/4/2025 Weinberger Asset Management Inc12,618$1.01M0.4%-6.7%0.038%
(Data available from 1/1/2016 forward)

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MDYV Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of MDYV shares?

During the previous two years, 369 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 ($549.06M), Financial Engines Advisors L.L.C. ($107.54M), NorthRock Partners LLC ($106.67M), LPL Financial LLC ($89.05M), Susquehanna International Group LLP ($80.20M), TIAA Trust National Association ($65.03M), and Lutz Financial Services LLC ($55.72M).Learn more on MDYV's institutional investors.

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

Of the 305 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 ($5.49M), Envestnet Asset Management Inc. ($2.87M), Portside Wealth Group LLC ($1.68M), Susquehanna International Group LLP ($1.04M), Strategic Financial Concepts LLC ($939.81K), TIAA Trust National Association ($882.63K), and NorthRock Partners LLC ($856.99K).

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

Institutional investors have bought a total of 23,883,531 shares in the last 24 months. This purchase volume represents approximately $1.75B in transactions.

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

Of the 201 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. ($4.16M), Osaic Holdings Inc. ($880.58K), Benjamin F. Edwards & Company Inc. ($665.73K), LPL Financial LLC ($664.49K), Stifel Financial Corp ($621.79K), Alesco Advisors LLC ($436.54K), and Raymond James & Associates ($202.76K).

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

Institutional investors have sold a total of 11,188,501 shares in the last 24 months. This volume of shares sold represents approximately $787.58M in transactions.


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This page (NYSEARCA:MDYV) was last updated on 3/28/2025 by MarketBeat.com Staff
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