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

SPDR S&P 400 Mid Cap Value ETF logo
$71.22 -0.19 (-0.27%)
Closing price 04/15/2025 04:10 PM Eastern
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$71.24 +0.03 (+0.04%)
As of 08:03 AM 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)
208
Total
Institutional Inflows
(last 12 months)
$798.20M
Number of
Institutional Sellers
(last 12 months)
151
Total
Institutional Outflows
(last 12 months)
$240.39M
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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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025Total Wealth Planning LLC95,523$7.36M1.1%-2.3%0.317%
4/15/2025Balanced Wealth Group LLC141,552$10.91M5.3%-0.9%0.469%
4/15/2025Capital Advisory Group Advisory Services LLC4,160$321K0.1%-6.0%0.014%
4/15/2025Michael S. Ryan Inc.155,855$12.01M8.4%-1.3%0.517%
4/15/2025Trueblood Wealth Management LLC5,104$393K0.2%+5.4%0.017%
4/15/2025Wealthcare Advisory Partners LLC38,393$2.96M0.1%+6.7%0.127%
4/15/2025Signet Financial Management LLC147,720$11.38M1.5%-12.4%0.490%
4/14/2025 Tounjian Advisory Partners LLC8,004$617K0.1%N/A0.027%
4/14/2025 Farther Finance Advisors LLC22,265$1.72M0.0%+8.7%0.074%
4/14/2025 IMC Chicago LLC18,260$1.41M0.0%N/A0.061%
4/14/2025 Portside Wealth Group LLC9,791$754K0.1%+5.8%0.032%
4/14/2025 Courier Capital LLC22,717$1.75M0.1%+0.7%0.075%
4/14/2025 Park Avenue Securities LLC21,223$1.64M0.0%+78.0%0.070%
4/14/2025 Barden Capital Management Inc.24,462$1.89M1.7%+1.6%0.081%
4/14/2025 Rockwood Wealth Management LLC2,782$214K0.0%N/A0.009%
4/11/2025 Insight Advisors LLC PA7,120$549K0.1%+8.8%0.023%
4/10/2025 Retirement Planning Group LLC3,243$250K0.0%-23.8%0.010%
4/10/2025 Diligent Investors LLC76,320$5.88M1.4%-10.8%0.246%
4/10/2025 Eclectic Associates Inc. ADV8,955$690K0.2%-5.1%0.029%
4/10/2025 KWB Wealth180,099$14.44M1.7%-5.2%0.581%
4/10/2025 HF Advisory Group LLC15,233$1.17M0.5%+8.9%0.049%
4/10/2025 Portside Wealth Group LLC9,254$742K0.1%+9.1%0.030%
4/10/2025 Rialto Wealth Management LLC34,041$2.62M0.8%-3.0%0.110%
4/10/2025 Smith Anglin Financial LLC20,066$1.55M0.2%-4.5%0.065%
4/10/2025 Juncture Wealth Strategies LLC20,470$1.58M0.6%-3.6%0.066%
4/9/2025 Merit Financial Group LLC25,297$1.95M0.0%-55.4%0.082%
4/9/2025 Flagstar Advisors Inc.4,146$319K0.1%+34.1%0.013%
4/9/2025 Inspirion Wealth Advisors LLC4,313$332K0.0%-51.1%0.014%
4/9/2025 Fiduciary Alliance LLC10,793$832K0.1%+17.6%0.035%
4/8/2025 Weinberger Asset Management Inc11,813$910K0.4%-6.4%0.038%
4/3/2025 Versant Capital Management Inc333$26K0.0%N/A0.001%
4/3/2025 Collective Family Office LLC18,495$1.43M0.4%+12.2%0.060%
4/2/2025 Waller Financial Planning Group Inc.52,612$4.05M1.1%-25.6%0.170%
4/2/2025 Marotta Asset Management58,408$4.64M1.0%+5.7%0.188%
4/1/2025 Confluence Investment Management LLC243,860$18.79M0.3%-3.2%0.787%
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%
3/17/2025Wealth Enhancement Advisory Services LLC6,846,141$549.06M1.0%+7.7%21.734%
3/17/2025NorthCrest Asset Manangement LLC13,992$1.12M0.0%+94.1%0.044%
3/6/2025Copia Wealth Management310$25K0.0%N/A0.001%
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3/6/2025Wood Tarver Financial Group LLC332$26K0.0%N/A0.001%
2/27/2025ABLE Financial Group LLC3,580$287K0.1%-7.6%0.011%
2/19/2025Orin Green Financial LLC5,976$479K0.2%-7.2%0.018%
2/19/2025ARQ Wealth Advisors LLC6,959$558K0.2%-12.5%0.021%
2/19/2025WCG Wealth Advisors LLC100,224$8.04M0.5%+0.5%0.298%
2/18/2025Breakthru Advisory Services LLC3,329$267K0.2%N/A0.010%
2/18/2025Vise 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%
2/18/2025Focus Partners Advisor Solutions LLC27,137$2.18M0.0%+493.2%0.081%
2/18/2025Note Advisors LLC2,495$200K0.2%N/A0.007%
2/17/2025NorthRock Partners LLC1,330,054$106.67M3.5%+164.4%3.958%
2/17/2025Focus Partners Wealth17,353$1.39M0.0%+49.5%0.052%
2/17/2025Clark 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%
2/17/2025EP Wealth Advisors LLC77,943$6.25M0.1%+1,183.2%0.232%
2/17/2025Cetera Investment Advisers207,515$16.64M0.0%+4.7%0.618%
2/17/2025Captrust Financial Advisors34,956$2.80M0.0%-8.9%0.104%
2/17/2025Cary Street Partners Financial LLC142,735$11.45M0.4%N/A0.425%
2/17/2025Baird Financial Group Inc.2,640$212K0.0%N/A0.008%
2/17/2025Bank of America Corp DE68,187$5.47M0.0%+4.6%0.203%
2/17/2025Benjamin Edwards Inc.571,373$45.83M0.7%+21.3%1.701%
2/17/2025BIP Wealth LLC2,802$225K0.0%N/A0.008%
2/17/2025Ameriprise Financial Inc.138,493$11.11M0.0%+12.7%0.412%
2/17/2025Aptus Capital Advisors LLC26,122$2.10M0.0%-13.5%0.078%
2/14/2025Mercer Global Advisors Inc. ADV216,903$17.40M0.0%+6.8%0.646%
2/14/2025FAS Wealth Partners Inc.547,880$43.94M3.7%-4.0%1.631%
2/14/2025Rehmann Capital Advisory Group3,829$307K0.0%+14.9%0.011%
2/14/2025Comerica Bank6,055$486K0.0%-2.8%0.018%
2/14/2025Bellwether Advisors LLC1,183$95K0.0%N/A0.004%
2/14/2025Topsail Wealth Management LLC4,995$401K0.1%N/A0.015%
2/14/2025Integrated Wealth Concepts LLC37,578$3.01M0.0%-6.0%0.112%
2/14/2025MGO One Seven LLC18,968$1.52M0.1%+5.6%0.056%
2/14/2025Susquehanna International Group LLP1,000,000$80.20M0.0%N/A2.976%
2/14/2025IHT Wealth Management LLC283,335$22.72M0.7%+382.6%0.843%
2/14/2025Stifel Financial Corp674,495$54.09M0.1%+19.2%2.007%
2/14/2025Tower Research Capital LLC TRC 4,712$378K0.0%-61.4%0.014%
2/14/2025Freedom Investment Management Inc.64,927$5.21M0.4%-1.1%0.193%
2/14/2025Concourse Financial Group Securities Inc.2,090$175K0.0%-10.6%0.006%
2/13/2025Garden State Investment Advisory Services LLC58,118$4.67M1.4%+0.4%0.173%
2/13/2025NewEdge Advisors LLC6,174$495K0.0%+15.1%0.018%
2/13/2025Mariner LLC114,630$9.19M0.0%+3.6%0.341%
2/13/2025Keystone Financial Group10,734$861K0.1%N/A0.032%
2/13/2025Townsquare Capital LLC119,163$9.56M0.1%+8.8%0.355%
2/13/2025KDK Private Wealth Management LLC3,394$272K0.3%N/A0.010%
2/13/2025Raymond James Financial Inc.197,456$15.84M0.0%N/A0.588%
2/13/2025Renaissance Technologies LLC6,600$529K0.0%+4.8%0.020%
2/13/2025Certior Financial Group LLC4,417$354K0.3%N/A0.013%
2/13/2025Cerity Partners LLC7,023$562K0.0%+85.7%0.021%
2/13/2025Envestnet Asset Management Inc.235,544$18.89M0.0%-5.2%0.701%
2/13/2025Perennial Investment Advisors LLC36,522$2.93M0.3%-41.7%0.109%
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2/13/2025Wells Fargo & Company MN480,211$38.51M0.0%+7.0%1.429%
2/12/2025OneAscent Financial Services LLC6,239$500K0.0%N/A0.019%
2/12/2025Joseph Group Capital Management5,408$434K0.2%-7.1%0.016%
2/12/2025Orion Portfolio Solutions LLC19,027$1.53M0.0%+25.5%0.057%
2/12/2025Rockbridge Investment Management LCC97,940$7.86M1.0%-23.1%0.291%
2/12/2025JPMorgan Chase & Co.15,918$1.28M0.0%+7.9%0.047%
2/12/2025Aviso Wealth Management2,755$221K0.1%-7.7%0.008%
2/12/2025Financial Engines Advisors L.L.C.1,340,930$107.54M0.2%-3.5%3.991%
2/12/2025Wambolt & Associates LLC10,855$871K0.3%-6.4%0.032%
2/12/2025Florida Financial Advisors LLC14,325$1.15M0.5%+25.6%0.043%
(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, 370 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 307 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 23,899,161 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 ($192.70K).

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

Institutional investors have sold a total of 10,925,166 shares in the last 24 months. This volume of shares sold represents approximately $771.42M in transactions.



This page (NYSEARCA:MDYV) was last updated on 4/16/2025 by MarketBeat.com Staff
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