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

SPDR S&P 400 Mid Cap Value ETF logo
$84.24 +1.21 (+1.46%)
As of 04:10 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)
191
Total
Institutional Inflows
(last 12 months)
$772.97M
Number of
Institutional Sellers
(last 12 months)
144
Total
Institutional Outflows
(last 12 months)
$346.90M
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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
1/21/2025Summit Investment Advisory Services LLC3,303$265K0.1%+12.1%0.010%
1/21/2025RTD Financial Advisors Inc.58,439$4.69M0.6%-1.0%0.174%
1/21/2025Juncture Wealth Strategies LLC21,242$1.70M0.6%-1.9%0.063%
1/21/2025Geneos Wealth Management Inc.41,307$3.31M0.1%+0.5%0.123%
1/21/2025Eclectic Associates Inc. ADV9,436$757K0.2%-2.5%0.028%
1/21/2025CX Institutional14,531$1.17M0.0%+10.0%0.043%
1/21/2025Rodgers & Associates LTD211,287$16.95M2.0%+0.8%0.629%
1/21/2025LexAurum Advisors LLC8,307$666K0.1%+35.3%0.025%
1/21/2025Motive Wealth Advisors3,206$257K0.1%-14.6%0.010%
1/21/2025Cornerstone Wealth Management LLC3,122$250K0.0%-12.5%0.009%
1/17/2025 Apeiron RIA LLC4,538$364K0.1%-6.6%0.014%
1/17/2025 Avior Wealth Management LLC200,984$16.12M0.6%-0.4%0.598%
1/17/2025 Bill Few Associates Inc.11,109$891K0.3%+30.2%0.033%
1/17/2025 Janney Montgomery Scott LLC7,659$614K0.0%+44.5%0.023%
1/17/2025 Courage Miller Partners LLC28,851$2.31M0.8%-0.6%0.086%
1/16/2025 Pure Financial Advisors LLC17,272$1.39M0.0%-2.2%0.051%
1/16/2025 Koshinski Asset Management Inc.45,081$3.62M0.0%-4.2%0.134%
1/16/2025 MassMutual Private Wealth & Trust FSB351$28K0.0%+996.9%0.001%
1/16/2025 Capital Wealth Management LLC69,702$5.59M2.4%+0.8%0.207%
1/16/2025 Brady Martz Wealth Solutions LLC22,275$1.81M0.4%N/A0.066%
1/15/2025 HF Advisory Group LLC13,983$1.12M0.5%+8.9%0.042%
1/15/2025 Krilogy Financial LLC12,173$976K0.1%+3.0%0.036%
1/15/2025 Merit Financial Group LLC56,739$4.55M0.1%-2.7%0.169%
1/15/2025 Wealthcare Advisory Partners LLC35,994$2.89M0.1%+2.9%0.107%
1/15/2025 Total Wealth Planning LLC97,798$7.84M1.2%+0.5%0.291%
1/15/2025 First Pacific Financial349,870$28.06M6.5%-2.5%1.041%
1/15/2025 Occidental Asset Management LLC30,864$2.48M0.4%+20.1%0.092%
1/15/2025 Cypress Wealth Services LLC3,113$250K0.1%-7.4%0.009%
1/15/2025 Omega Financial Group LLC20,856$1.67M0.6%-1.1%0.062%
1/15/2025 Inspirion Wealth Advisors LLC8,813$709K0.1%+104.3%0.026%
1/14/2025 ERn Financial LLC211,860$16.99M2.5%-1.5%0.631%
1/14/2025 Pinnacle Bancorp Inc.1,619$130K0.0%+93.4%0.005%
1/14/2025 Clarus Wealth Advisors52,951$4.25M2.1%-5.6%0.158%
1/14/2025 Park Avenue Securities LLC11,920$956K0.0%+12.2%0.035%
1/14/2025 KWB Wealth190,054$15.10M1.9%-2.4%0.566%
1/14/2025 Sharper & Granite LLC6,540$525K0.2%+23.0%0.019%
1/14/2025 Ignite Planners LLC30,381$2.45M0.5%+2.7%0.090%
1/14/2025 Wallace Advisory Group LLC4,535$360K0.3%-4.4%0.013%
1/13/2025 Signet Financial Management LLC168,720$13.53M1.7%-3.3%0.502%
1/13/2025 Elevated Capital Advisors LLC9,141$733K0.2%+48.2%0.027%
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1/13/2025 Persium Advisors LLC3,175$255K0.3%N/A0.009%
1/13/2025 Brookstone Capital Management19,601$1.57M0.0%+31.0%0.058%
1/13/2025 Fiduciary Alliance LLC9,178$736K0.1%N/A0.027%
1/13/2025 EWG Elevate Inc.4,034$323K0.1%N/A0.012%
1/10/2025 Wealth Enhancement Advisory Services LLC6,357,716$505.18M1.0%+0.0%18.922%
1/10/2025 Marotta Asset Management55,243$4.41M0.9%-5.4%0.164%
1/8/2025 Michael S. Ryan Inc.157,836$12.66M8.6%+2.7%0.470%
1/8/2025 Collective Family Office LLC16,491$1.32M0.4%+41.5%0.049%
1/6/2025 Canandaigua National Trust Co of Florida50,628$4.06M3.2%+0.5%0.151%
1/6/2025 Canandaigua National Bank & Trust Co.381,010$30.56M3.0%+1.6%1.134%
1/3/2025 Waller Financial Planning Group Inc.70,727$5.67M1.4%+2.7%0.210%
1/2/2025 Confluence Investment Management LLC251,986$20.21M0.3%+14.6%0.750%
12/26/2024JPMorgan Chase & Co.14,758$1.17M0.0%+2.9%0.044%
12/10/2024Garden State Investment Advisory Services LLC57,864$4.61M1.4%+2.3%0.172%
11/15/2024Prestige Wealth Management Group LLC80,002$6.36M1.3%-1.1%0.238%
11/15/2024Continuum Advisory LLC295$25K0.0%+2,007.1%0.001%
11/15/2024MML Investors Services LLC3,626$288K0.0%-68.2%0.011%
11/15/2024Orion Portfolio Solutions LLC15,165$1.21M0.0%+10.2%0.045%
11/15/2024EP Wealth Advisors LLC6,074$483K0.0%+297.0%0.018%
11/15/2024Stifel Financial Corp565,797$44.96M0.0%-1.3%1.684%
11/15/2024Swmg LLC6,840$575K0.2%-26.4%0.020%
11/15/2024Pinnacle Family Advisors LLC21,175$1.68M0.9%N/A0.063%
11/15/2024IHT Wealth Management LLC58,708$4.66M0.1%-27.5%0.175%
11/15/2024Integrated Wealth Concepts LLC39,985$3.18M0.0%+0.3%0.119%
11/15/2024HighTower Advisors LLC230,158$18.30M0.0%+2.7%0.685%
11/15/2024Garden State Investment Advisory Services LLC57,864$4.61M1.3%+2.3%0.172%
11/15/2024Benjamin Edwards Inc.470,855$37.41M0.5%+2,202.9%1.401%
11/14/2024Captrust Financial Advisors38,376$3.05M0.0%+85.6%0.114%
11/13/2024Freedom Investment Management Inc.65,675$5.22M0.4%-9.5%0.195%
11/13/2024Townsquare Capital LLC109,487$8.70M0.1%+3.3%0.326%
11/13/2024Shum Financial Group Inc.23,288$1.88M1.6%N/A0.069%
11/13/2024FMR LLC5,313$422K0.0%-26.9%0.016%
11/13/2024DRW Securities LLC2,546$202K0.0%N/A0.008%
11/13/2024Independent Advisor Alliance3,565$283K0.0%+5.2%0.011%
11/12/2024Kingsview Wealth Management LLC25,233$2.01M0.0%-41.1%0.075%
11/12/2024Alesco Advisors LLC121,913$9.69M0.3%-4.0%0.363%
11/12/2024Flagstar Advisors Inc.3,085$245K0.1%-3.9%0.009%
11/9/2024LPL Financial LLC1,166,946$92.73M0.0%-3.0%3.473%
11/8/2024Etfidea LLC2,631$209K0.1%N/A0.008%
11/8/2024 Avior Wealth Management LLC201,871$16.04M0.6%+2.2%0.601%
11/8/2024Vance Wealth Inc.2,653$211K0.1%N/A0.008%
11/8/2024Wrapmanager Inc.7,766$617K0.2%-30.0%0.023%
11/7/2024MidAtlantic Capital Management Inc.10,815$859K0.6%N/A0.032%
11/7/2024Tidemark LLC532$42K0.0%-42.2%0.002%
11/7/2024Drive Wealth Management LLC4,115$327K0.1%-59.2%0.012%
11/7/2024Aviso Wealth Management2,984$237K0.1%-9.6%0.009%
11/7/2024MAI Capital Management15,517$1.23M0.0%-6.2%0.046%
11/7/2024Thrivent Financial for Lutherans68,490$5.44M0.0%+3.0%0.204%
11/6/2024KPP Advisory Services LLC7,104$565K0.1%-12.0%0.021%
11/6/2024Signature Estate & Investment Advisors LLC23,904$1.90M0.0%-57.1%0.071%
Free Stock Ticker Inside: This Indicator Caught Nvidia’s Rallies (Ad)

I’m not one to make super bold statements… But today, I’m making an exception. Because I’m 100% convinced this is the best indicator I’ve used for trading Nvidia… Don’t believe me? Just take a look at the last two rallies: This powerful indicator caught both moves almost perfectly.

Don’t miss out—this could be the next big move.
11/5/2024Aptus Capital Advisors LLC30,195$2.40M0.0%-9.7%0.090%
11/5/2024Prime Capital Investment Advisors LLC2,846$226K0.0%-57.7%0.008%
11/5/2024WealthPLAN Partners LLC6,960$553K0.1%-20.3%0.021%
11/5/2024First National Trust Co346,222$27.51M1.1%+6.1%1.030%
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%
(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, 345 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 ($505.18M), Advisor Group Holdings Inc. ($177.03M), Financial Engines Advisors L.L.C. ($111.79M), LPL Financial LLC ($92.73M), Lutz Financial Services LLC ($54.91M), Stifel Financial Corp ($44.96M), and TIAA Trust National Association ($43.09M).Learn more on MDYV's institutional investors.

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

Of the 293 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. ($7.17M), 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 TIAA Trust National Association ($653.27K).

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

Institutional investors have bought a total of 28,648,476 shares in the last 24 months. This purchase volume represents approximately $1.98B in transactions.

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

Of the 197 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 ($621.79K), LPL Financial LLC ($607.88K), Alesco Advisors LLC ($435.22K), 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 11,301,296 shares in the last 24 months. This volume of shares sold represents approximately $789.94M in transactions.


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This page (NYSEARCA:MDYV) was last updated on 1/21/2025 by MarketBeat.com Staff
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