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

SPDR S&P 400 Mid Cap Value ETF logo
$78.88 -1.37 (-1.71%)
Closing price 08/1/2025 04:10 PM Eastern
Extended Trading
$79.04 +0.16 (+0.20%)
As of 08/1/2025 06:30 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 Polygon.io. Learn more.

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

Number of
Institutional Buyers
(last 12 months)
220
Total
Institutional Inflows
(last 12 months)
$664.35M
Number of
Institutional Sellers
(last 12 months)
171
Total
Institutional Outflows
(last 12 months)
$605.74M
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MDYV Institutional Buying and Selling by Quarter

SPDR S&P 400 Mid Cap Value ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025First National Trust Co358,855$28.50M1.1%+5.2%1.196%
8/1/2025Centerpoint Advisors LLC3,774$300K0.1%-3.8%0.013%
8/1/2025Koss Olinger Consulting LLC56,969$4.53M0.4%-12.7%0.190%
8/1/2025American Financial & Tax Strategies Inc.14,092$1.12M0.6%+1.8%0.047%
8/1/2025Envestnet Asset Management Inc.49,746$3.95M0.0%-84.9%0.166%
7/31/2025 Resonant Capital Advisors LLC7,073$562K0.0%N/A0.024%
7/31/2025 Focus Partners Advisor Solutions LLC19,441$1.54M0.0%-21.6%0.065%
7/31/2025 Sharper & Granite LLC6,800$557K0.2%+3.5%0.023%
7/30/2025 KPP Advisory Services LLC7,802$620K0.1%+1.9%0.026%
7/30/2025 Insight Advisors LLC PA6,898$548K0.1%-3.1%0.023%
7/30/2025 Freedom Investment Management Inc.59,743$4.75M0.4%-0.7%0.199%
7/30/2025 Onyx Bridge Wealth Group LLC4,271$339K0.0%-28.1%0.014%
7/30/2025 Brookstone Capital Management29,591$2.35M0.0%-1.7%0.099%
7/30/2025 Wallace Advisory Group LLC4,242$327K0.2%-3.5%0.014%
7/30/2025 Klingman & Associates LLC372,304$29.57M1.6%+7.6%1.241%
7/30/2025 Drive Wealth Management LLC3,565$283K0.1%-6.2%0.012%
7/29/2025 Salomon & Ludwin LLC17,870$1.46M0.1%+11.9%0.060%
7/29/2025 Chicago Partners Investment Group LLC48,575$4.03M0.1%+3.4%0.162%
7/29/2025 Goldstein Advisors LLC3,250$258K0.0%+20.1%0.011%
7/29/2025 Swmg LLC5,339$438K0.1%-5.3%0.018%
7/29/2025 Signature Estate & Investment Advisors LLC50,347$4.00M0.1%-24.0%0.168%
7/29/2025 May Barnhard Investments LLC70,934$5.63M2.6%-4.5%0.236%
7/29/2025 Private Wealth Management Group LLC132,360$10.51M3.5%-1.0%0.441%
7/29/2025 Koshinski Asset Management Inc.40,440$3.21M0.2%-5.7%0.135%
7/29/2025 Lutz Financial Services LLC701,235$55.70M4.3%-0.4%2.337%
7/29/2025 Rodgers & Associates LTD215,566$17.12M1.9%-0.2%0.719%
7/29/2025 Stratos Wealth Advisors LLC18,490$1.47M0.1%+1.3%0.062%
7/29/2025 Financial Guidance Group Inc.23,037$1.83M0.9%-2.6%0.077%
7/28/2025 Cypress Wealth Services LLC2,708$215K0.0%-11.2%0.009%
7/25/2025 NorthRock Partners LLC1,369,003$108.74M2.8%+3.1%4.563%
7/25/2025 Courage Miller Partners LLC31,088$2.47M0.8%+4.7%0.104%
7/25/2025 MGO One Seven LLC19,360$1.54M0.0%-2.3%0.065%
7/25/2025 Bill Few Associates Inc.29,109$2.31M0.7%+153.7%0.097%
7/25/2025 CWM LLC153,866$12.22M0.0%+8.0%0.513%
7/25/2025 Lodestar Private Asset Management LLC31,805$2.53M0.3%-1.8%0.106%
7/24/2025 JNBA Financial Advisors108,014$8.58M0.8%-8.3%0.360%
7/24/2025 Stonebridge Financial Group LLC6,806$541K0.1%-1.8%0.023%
7/24/2025 Blair William & Co. IL2,886$229K0.0%-9.4%0.010%
7/23/2025 Ignite Planners LLC28,245$2.30M0.3%+0.9%0.094%
7/23/2025 Kingswood Wealth Advisors LLC31,533$2.51M0.2%-3.0%0.105%
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7/23/2025 KPP Advisory Services LLC7,802$620K0.2%+1.9%0.026%
7/22/2025 Belpointe Asset Management LLC6,210$493K0.0%-11.6%0.021%
7/22/2025 Sage Financial Group Inc.76,149$6.05M0.4%-0.3%0.254%
7/22/2025 Wealthcare Advisory Partners LLC41,129$3.27M0.1%+7.1%0.137%
7/22/2025 Diligent Investors LLC70,629$5.61M1.3%-7.5%0.235%
7/21/2025 Fortis Capital Advisors LLC6,210$493K0.1%-11.6%0.021%
7/21/2025 Montz Harcus Wealth Management LLC45,874$3.64M1.8%+3.4%0.153%
7/21/2025 Ameritas Advisory Services LLC4,538$360K0.0%+5.8%0.015%
7/18/2025 Pure Financial Advisors LLC15,347$1.22M0.0%-8.0%0.051%
7/18/2025 First Pacific Financial358,986$28.51M4.2%+1.6%1.197%
7/18/2025 Truist Financial Corp21,005$1.67M0.0%-23.9%0.070%
7/17/2025 Centennial Wealth Advisory LLC4,231$337K0.1%-3.6%0.014%
7/17/2025 LexAurum Advisors LLC10,364$823K0.1%+23.9%0.034%
7/17/2025 Janney Montgomery Scott LLC5,705$453K0.0%-21.3%0.019%
7/17/2025 Smith Anglin Financial LLC18,530$1.47M0.1%-7.7%0.062%
7/17/2025 Fifth Third Securities Inc.5,611$446K0.0%+4.3%0.019%
7/17/2025 ERn Financial LLC196,840$15.64M3.3%-6.3%0.655%
7/17/2025 Avior Wealth Management LLC77,880$6.19M0.2%-61.4%0.259%
7/17/2025 KWB Wealth117,493$9.05M1.0%-34.8%0.391%
7/16/2025 Falcon Wealth Planning4,644$369K0.0%-29.8%0.015%
7/16/2025 Motive Wealth Advisors4,677$371K0.2%+60.6%0.016%
7/15/2025 McAdam LLC153,601$12.20M0.7%-1.2%0.511%
7/15/2025 Signet Financial Management LLC135,364$10.75M1.4%-8.4%0.450%
7/15/2025 Total Wealth Planning LLC102,071$8.11M1.0%+6.9%0.340%
7/15/2025 Norden Group LLC5,409$430K0.0%+38.3%0.018%
7/15/2025 Accurate Wealth Management LLC18,861$1.56M0.2%N/A0.063%
7/14/2025 Occidental Asset Management LLC33,813$2.69M0.4%+5.9%0.113%
7/14/2025 Brady Martz Wealth Solutions LLC14,883$1.18M0.2%-24.7%0.050%
7/14/2025 Friday Financial4,559$362K0.2%-7.4%0.015%
7/14/2025 Lewis Asset Management LLC12,936$1.03M0.5%-1.9%0.043%
7/14/2025 Flagstar Advisors Inc.5,117$406K0.1%+23.4%0.017%
7/11/2025 Farther Finance Advisors LLC19,906$1.58M0.0%-10.6%0.066%
7/11/2025 Silver Oak Securities Incorporated10,352$822K0.1%-18.0%0.035%
7/11/2025 UMB Bank n.a.579$46K0.0%-40.8%0.002%
7/11/2025 Pinnacle Bancorp Inc.781$62K0.0%-48.3%0.003%
7/11/2025 Rockwood Wealth Management LLC2,624$208K0.0%-5.7%0.009%
7/10/2025 HF Advisory Group LLC14,992$1.19M0.5%-1.6%0.050%
7/10/2025 Wealth Enhancement Advisory Services LLC2,272,842$187.03M0.3%-9.8%7.589%
7/10/2025 Capital Advisory Group Advisory Services LLC3,812$303K0.1%-8.4%0.013%
7/9/2025 Capital Wealth Management LLC82,905$6.59M2.5%+2.3%0.277%
7/9/2025 Tounjian Advisory Partners LLC7,724$595K0.1%-3.5%0.026%
7/9/2025 Inspirion Wealth Advisors LLC3,953$314K0.0%-8.3%0.013%
7/9/2025 Alesco Advisors LLC118,673$9.43M0.3%-0.6%0.396%
7/9/2025 Krilogy Financial LLC11,927$947K0.1%+1.5%0.040%
7/8/2025 Juncture Wealth Strategies LLC16,699$1.33M0.5%-18.4%0.056%
7/8/2025 Prism Advisors Inc.86,554$6.88M2.0%N/A0.289%
7/8/2025 Canandaigua National Trust Co of Florida51,115$4.06M2.9%-1.1%0.171%
7/8/2025 Canandaigua National Bank & Trust Co.396,825$31.52M2.9%-0.7%1.325%
7/7/2025 Nova Wealth Management Inc.989$79K0.1%+488.7%0.003%
7/3/2025 Collective Family Office LLC18,315$1.46M0.4%-1.0%0.061%
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7/2/2025 Michael S. Ryan Inc.124,943$9.92M6.3%-19.8%0.416%
7/2/2025 Marotta Asset Management53,613$4.26M0.9%-8.2%0.179%
7/2/2025 Waller Financial Planning Group Inc.62,535$4.97M1.2%+18.9%0.208%
7/1/2025 Confluence Investment Management LLC308,171$24.48M0.3%+26.4%1.027%
6/10/2025Compass Financial Services Inc817$63K0.0%N/A0.003%
5/21/2025 McAdam LLC155,544$11.99M0.7%-6.2%0.513%
5/21/2025Geneos Wealth Management Inc.41,048$3.16M0.1%-0.6%0.135%
5/20/2025 Belpointe Asset Management LLC7,023$541K0.0%N/A0.023%
5/20/2025 Fortis Capital Advisors LLC7,023$541K0.1%N/A0.023%
5/20/2025Focus Partners Wealth13,567$1.05M0.0%-21.8%0.045%
(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, 371 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 ($187.03M), NorthRock Partners LLC ($108.74M), Financial Engines Advisors L.L.C. ($99.46M), LPL Financial LLC ($87.54M), Susquehanna International Group LLP ($80.20M), Lutz Financial Services LLC ($55.70M), and Stifel Financial Corp ($54.09M).Learn more on SPDR S&P 400 Mid Cap Value ETF's institutional investors.

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

Of the 308 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: Envestnet Asset Management Inc. ($2.96M), Wealth Enhancement Advisory Services LLC ($2.33M), Susquehanna International Group LLP ($1.04M), Strategic Financial Concepts LLC ($939.99K), TIAA Trust National Association ($882.63K), NorthRock Partners LLC ($876.45K), and Orion Portfolio Solutions LLC ($554.54K).

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

Institutional investors have bought a total of 8,411,619 shares in the last 24 months. This purchase volume represents approximately $664.35M in transactions.

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

Of the 170 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: Wealth Enhancement Advisory Services LLC ($4.57M), Kestra Advisory Services LLC ($380.53K), Envestnet Asset Management Inc. ($292.30K), LPL Financial LLC ($238.53K), Benjamin F. Edwards & Company Inc. ($216.30K), TIAA Trust National Association ($209.51K), and Avior Wealth Management LLC ($124.98K).

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

Institutional investors have sold a total of 7,825,315 shares in the last 24 months. This volume of shares sold represents approximately $605.74M in transactions.



This page (NYSEARCA:MDYV) was last updated on 8/2/2025 by MarketBeat.com Staff
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