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

SPDR S&P 400 Mid Cap Value ETF logo
$79.55
+0.02 (+0.03%)
(As of 11/1/2024 ET)
Compare

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

Number of
Institutional Buyers
(last 12 months)
189
Total
Institutional Inflows
(last 12 months)
$793.22M
Number of
Institutional Sellers
(last 12 months)
141
Total
Institutional Outflows
(last 12 months)
$360.82M
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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
11/1/2024Atria Investments Inc8,750$695K0.0%-21.5%0.026%
11/1/2024Acorn Financial Advisory Services Inc. ADV17,821$1.42M0.3%+5.7%0.053%
11/1/2024Klingman & Associates LLC344,556$27.38M1.7%-0.1%1.025%
11/1/2024Rockbridge Investment Management LCC127,410$10.12M1.3%-41.3%0.379%
11/1/2024SpiderRock Advisors LLC5,864$466K0.0%N/A0.017%
11/1/2024ABLE Financial Group LLC3,876$308K0.1%-19.6%0.012%
10/31/2024 Confluence Investment Management LLC219,960$17.48M0.2%+3.5%0.655%
10/31/2024 JNBA Financial Advisors134,411$10.68M1.1%-26.5%0.400%
10/30/2024 Centennial Wealth Advisory LLC3,914$311K0.1%+12.3%0.012%
10/30/2024 RTD Financial Advisors Inc.59,056$4.69M0.6%-8.3%0.176%
10/30/2024 HF Advisory Group LLC12,835$1.02M0.5%+2.7%0.038%
10/30/2024 NorthRock Partners LLC503,066$39.97M3.5%-6.6%1.497%
10/30/2024 Moloney Securities Asset Management LLC3,143$250K0.0%-14.3%0.009%
10/30/2024 World Equity Group Inc.4,753$378K0.1%N/A0.014%
10/30/2024 Lutz Financial Services LLC690,992$54.91M4.5%+2.2%2.057%
10/29/2024 Private Wealth Management Group LLC142,796$11.35M4.5%-0.7%0.425%
10/29/2024 IAG Wealth Partners LLC60,867$4.84M0.9%-1.4%0.181%
10/29/2024 Confluence Wealth Services Inc.5,805$461K0.0%-66.5%0.017%
10/29/2024 Carmichael Hill & Associates Inc.760$60K0.0%-28.3%0.002%
10/29/2024 Pure Financial Advisors LLC17,665$1.40M0.0%-3.1%0.053%
10/29/2024 Sage Financial Group Inc.79,111$6.29M0.5%-1.0%0.235%
10/29/2024 Chicago Partners Investment Group LLC36,880$2.95M0.1%+8.7%0.110%
10/29/2024 Farther Finance Advisors LLC23,725$1.89M0.1%-17.8%0.071%
10/28/2024 Gladstone Institutional Advisory LLC60,037$4.77M0.2%-1.0%0.179%
10/28/2024 Principal Securities Inc.32,619$2.59M0.1%+11.4%0.097%
10/28/2024 Balanced Wealth Group LLC134,734$10.63M4.6%-45.6%0.401%
10/28/2024 US Bancorp DE955$76K0.0%+26.5%0.003%
10/28/2024 Measured Wealth Private Client Group LLC4,027$320K0.1%-67.1%0.012%
10/24/2024 Salomon & Ludwin LLC13,732$1.09M0.1%+4.9%0.041%
10/24/2024 Montz Harcus Wealth Management LLC13,973$1.11M0.6%+1.0%0.042%
10/24/2024 Goldstein Advisors LLC2,706$215K0.0%N/A0.008%
10/24/2024 GHP Investment Advisors Inc.271,333$21.56M1.0%+1.6%0.808%
10/24/2024 Wealth Enhancement Advisory Services LLC6,357,586$505.17M1.1%+7.6%18.921%
10/24/2024 NorthCrest Asset Manangement LLC7,209$573K0.0%+11.2%0.021%
10/23/2024 Allworth Financial LP14,848$1.18M0.0%-1.8%0.044%
10/23/2024 Convergence Financial LLC249,956$19.86M4.2%+9.5%0.744%
10/23/2024 Trueblood Wealth Management LLC4,841$385K0.2%+38.5%0.014%
10/23/2024 Silver Oak Securities Incorporated10,624$843K0.1%+62.6%0.032%
10/23/2024 Mount Yale Investment Advisors LLC9,127$725K0.1%+98.7%0.027%
10/23/2024 Financial Guidance Group Inc.30,041$2.39M1.4%-10.2%0.089%
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10/23/2024 Commonwealth Financial Services LLC11,849$933K0.2%-4.5%0.035%
10/22/2024 McAdam LLC178,410$14.18M0.8%-24.7%0.531%
10/22/2024 Elevated Capital Advisors LLC6,169$490K0.1%N/A0.018%
10/22/2024 Private Advisor Group LLC65,119$5.17M0.0%+8.1%0.194%
10/21/2024 Rodgers & Associates LTD209,592$16.65M2.0%-1.4%0.624%
10/21/2024 Barden Capital Management Inc.23,003$1.83M1.6%+2.1%0.068%
10/21/2024 Koss Olinger Consulting LLC66,684$5.30M0.5%-0.7%0.198%
10/19/2024Capital Wealth Management LLC69,116$5.49M2.4%-0.8%0.206%
10/18/2024Stratos Wealth Advisors LLC19,278$1.53M0.1%-2.9%0.057%
10/17/2024LexAurum Advisors LLC6,140$488K0.1%-9.5%0.018%
10/17/2024Onyx Bridge Wealth Group LLC6,332$503K0.1%-4.6%0.019%
10/16/2024 Global Retirement Partners LLC11,772$935K0.0%-67.7%0.035%
10/16/2024 Good Life Advisors LLC10,757$855K0.1%-6.9%0.032%
10/16/2024 Summit Investment Advisory Services LLC2,946$234K0.1%N/A0.009%
10/16/2024 B.O.S.S. Retirement Advisors LLC10,902$866K0.2%+28.4%0.032%
10/16/2024 Bill Few Associates Inc.8,532$678K0.2%+20.4%0.025%
10/16/2024 Asset Dedication LLC285,278$22.67M1.5%+1.7%0.849%
10/16/2024 CCG Wealth Management LLC5,319$423K0.2%-7.6%0.016%
10/16/2024 ERn Financial LLC214,987$17.08M2.6%-0.7%0.640%
10/15/2024 First Pacific Financial358,773$28.51M6.7%-0.1%1.068%
10/15/2024 Occidental Asset Management LLC25,693$2.04M0.3%+3.2%0.076%
10/12/2024 Michael S. Ryan Inc.153,679$12.21M8.5%+1.6%0.457%
10/11/2024 FinTrust Capital Advisors LLC157,016$12.48M2.1%+6.5%0.467%
10/11/2024 Creative Planning17,082$1.36M0.0%-1.5%0.051%
10/11/2024 CX Institutional13,213$1.05M0.0%-6.8%0.039%
10/10/2024 Koshinski Asset Management Inc.47,062$3.74M0.3%+1.1%0.140%
10/10/2024 Retirement Planning Group LLC3,244$258K0.0%-23.7%0.010%
10/10/2024 Total Wealth Planning LLC97,318$7.73M1.2%-2.6%0.290%
10/10/2024 Silverlake Wealth Management LLC4,663$370K0.1%+29.8%0.014%
10/9/2024 Juncture Wealth Strategies LLC21,643$1.72M0.7%-3.8%0.064%
10/9/2024 UMB Bank n.a.978$78K0.0%-24.8%0.003%
10/9/2024 Cypress Wealth Services LLC3,363$267K0.1%-15.0%0.010%
10/9/2024 Clarus Wealth Advisors56,111$4.42M2.3%-0.7%0.167%
10/8/2024 CWM LLC128,319$10.20M0.0%+29.0%0.382%
10/8/2024 Evensky & Katz LLC388$31K0.0%-36.2%0.001%
10/8/2024 Brookstone Capital Management14,962$1.19M0.0%+83.9%0.045%
10/8/2024 Omega Financial Group LLC21,080$1.68M0.6%-7.9%0.063%
10/8/2024 Ignite Planners LLC29,577$2.35M0.5%+4.1%0.088%
10/7/2024 KWB Wealth194,713$14.20M1.8%+5.8%0.580%
10/7/2024 Smith Anglin Financial LLC20,889$1.66M0.2%-7.2%0.062%
10/5/2024 Collective Family Office LLC11,658$926K0.3%+5.0%0.035%
10/5/2024 Eclectic Associates Inc. ADV9,681$769K0.3%-3.9%0.029%
10/3/2024 Park Avenue Securities LLC10,628$845K0.0%+2.6%0.032%
10/3/2024 Canandaigua National Bank & Trust Co.374,916$29.79M2.8%+5.3%1.116%
10/3/2024 Marotta Asset Management58,408$4.64M0.9%-18.1%0.174%
10/2/2024 Waller Financial Planning Group Inc.68,870$5.47M1.4%+5.3%0.205%
8/27/2024KPP Advisory Services LLC8,073$589K0.2%+1.9%0.024%
8/22/2024Cetera Investment Advisers180,530$13.17M0.0%+17.2%0.537%
8/21/2024Truist Financial Corp20,242$1.48M0.0%-11.6%0.060%
8/16/2024 Wallace Advisory Group LLC4,746$346K0.2%-42.1%0.014%
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8/16/2024Northwestern Mutual Wealth Management Co.52,279$3.81M0.0%+9.3%0.156%
8/16/2024 Creative Planning17,346$1.27M0.0%-13.8%0.052%
8/16/2024Aviso Wealth Management3,301$241K0.1%-17.0%0.010%
8/16/2024Susquehanna International Group LLP52,738$3.85M0.0%+488.6%0.157%
8/14/2024 Commonwealth Financial Services LLC12,401$897K0.2%-1.9%0.037%
8/14/2024Destiny Capital Corp CO3,198$233K0.2%-6.2%0.010%
8/13/2024 Balanced Wealth Group LLC247,887$18.08M4.5%+5.8%0.738%
8/13/2024Thrivent Financial for Lutherans66,525$4.85M0.0%-46.0%0.198%
8/13/2024Garden State Investment Advisory Services LLC56,579$4.14M1.4%-0.8%0.168%
8/13/2024AE Wealth Management LLC337,678$24.63M0.2%+28.1%1.005%
(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, 335 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 ($505.17M), Advisor Group Holdings Inc. ($177.03M), Financial Engines Advisors L.L.C. ($111.79M), LPL Financial LLC ($87.77M), Stifel Financial Corp ($68.29M), Lutz Financial Services LLC ($54.91M), and Townsquare Capital LLC ($47.33M).Learn more on MDYV's institutional investors.

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

Of the 287 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. ($7.19M), Wealth Enhancement Advisory Services LLC ($5.01M), Advisor Group Holdings Inc. ($2.21M), Portside Wealth Group LLC ($1.68M), Orion Portfolio Solutions LLC ($1.12M), Benjamin F. Edwards & Company Inc. ($943.03K), and Confluence Investment Management LLC ($844.97K).

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

Institutional investors have bought a total of 28,962,215 shares in the last 24 months. This purchase volume represents approximately $1.99B in transactions.

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

Of the 188 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. ($4.15M), Osaic Holdings Inc. ($880.58K), Benjamin F. Edwards & Company Inc. ($665.73K), Stifel Financial Corp ($614.21K), LPL Financial LLC ($571.56K), Alesco Advisors LLC ($430.11K), and Tradewinds Capital Management LLC ($243.73K).

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

Institutional investors have sold a total of 11,182,862 shares in the last 24 months. This volume of shares sold represents approximately $778.84M in transactions.


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This page (NYSEARCA:MDYV) was last updated on 11/2/2024 by MarketBeat.com Staff
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