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

SPDR S&P 400 Mid Cap Value ETF logo
$80.33 +0.84 (+1.06%)
(As of 12/20/2024 04:33 PM ET)
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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)
$790.27M
Number of
Institutional Sellers
(last 12 months)
145
Total
Institutional Outflows
(last 12 months)
$358.59M
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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
12/10/2024 Garden State Investment Advisory Services LLC57,864$4.61M1.4%+2.3%0.172%
11/15/2024 Prestige Wealth Management Group LLC80,002$6.36M1.3%-1.1%0.238%
11/15/2024 Continuum Advisory LLC295$25K0.0%+2,007.1%0.001%
11/15/2024 MML Investors Services LLC3,626$288K0.0%-68.2%0.011%
11/15/2024 Orion Portfolio Solutions LLC15,165$1.21M0.0%+10.2%0.045%
11/15/2024 EP Wealth Advisors LLC6,074$483K0.0%+297.0%0.018%
11/15/2024 Stifel Financial Corp565,797$44.96M0.0%-1.3%1.684%
11/15/2024 Swmg LLC6,840$575K0.2%-26.4%0.020%
11/15/2024 Pinnacle Family Advisors LLC21,175$1.68M0.9%N/A0.063%
11/15/2024 IHT Wealth Management LLC58,708$4.66M0.1%-27.5%0.175%
11/15/2024 Integrated Wealth Concepts LLC39,985$3.18M0.0%+0.3%0.119%
11/15/2024 HighTower Advisors LLC230,158$18.30M0.0%+2.7%0.685%
11/15/2024 Garden State Investment Advisory Services LLC57,864$4.61M1.3%+2.3%0.172%
11/15/2024 Benjamin Edwards Inc.470,855$37.41M0.5%+2,202.9%1.401%
11/14/2024 Captrust Financial Advisors38,376$3.05M0.0%+85.6%0.114%
11/13/2024 Freedom Investment Management Inc.65,675$5.22M0.4%-9.5%0.195%
11/13/2024 Townsquare Capital LLC109,487$8.70M0.1%+3.3%0.326%
11/13/2024 Shum Financial Group Inc.23,288$1.88M1.6%N/A0.069%
11/13/2024 FMR LLC5,313$422K0.0%-26.9%0.016%
11/13/2024 DRW Securities LLC2,546$202K0.0%N/A0.008%
11/13/2024 Independent Advisor Alliance3,565$283K0.0%+5.2%0.011%
11/12/2024 Kingsview Wealth Management LLC25,233$2.01M0.0%-41.1%0.075%
11/12/2024 Alesco Advisors LLC121,913$9.69M0.3%-4.0%0.363%
11/12/2024 Flagstar Advisors Inc.3,085$245K0.1%-3.9%0.009%
11/9/2024 LPL Financial LLC1,166,946$92.73M0.0%-3.0%3.473%
11/8/2024 Etfidea LLC2,631$209K0.1%N/A0.008%
11/8/2024 Avior Wealth Management LLC201,871$16.04M0.6%+2.2%0.601%
11/8/2024 Vance Wealth Inc.2,653$211K0.1%N/A0.008%
11/8/2024 Wrapmanager Inc.7,766$617K0.2%-30.0%0.023%
11/7/2024 MidAtlantic Capital Management Inc.10,815$859K0.6%N/A0.032%
11/7/2024 Tidemark LLC532$42K0.0%-42.2%0.002%
11/7/2024 Drive Wealth Management LLC4,115$327K0.1%-59.2%0.012%
11/7/2024 Aviso Wealth Management2,984$237K0.1%-9.6%0.009%
11/7/2024 MAI Capital Management15,517$1.23M0.0%-6.2%0.046%
11/7/2024 Thrivent Financial for Lutherans68,490$5.44M0.0%+3.0%0.204%
11/6/2024 KPP Advisory Services LLC7,104$565K0.1%-12.0%0.021%
11/6/2024 Signature Estate & Investment Advisors LLC23,904$1.90M0.0%-57.1%0.071%
11/5/2024 Aptus Capital Advisors LLC30,195$2.40M0.0%-9.7%0.090%
11/5/2024 Prime Capital Investment Advisors LLC2,846$226K0.0%-57.7%0.008%
11/5/2024 WealthPLAN Partners LLC6,960$553K0.1%-20.3%0.021%
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11/5/2024 First National Trust Co346,222$27.51M1.1%+6.1%1.030%
11/1/2024 Atria Investments Inc8,750$695K0.0%-21.5%0.026%
11/1/2024 Acorn Financial Advisory Services Inc. ADV17,821$1.42M0.3%+5.7%0.053%
11/1/2024 Klingman & Associates LLC344,556$27.38M1.7%-0.1%1.025%
11/1/2024 Rockbridge Investment Management LCC127,410$10.12M1.3%-41.3%0.379%
11/1/2024 SpiderRock Advisors LLC5,864$466K0.0%N/A0.017%
11/1/2024 ABLE 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%
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%
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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%
(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, 340 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 ($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 290 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 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 29,174,638 shares in the last 24 months. This purchase volume represents approximately $2.01B in transactions.

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

Of the 196 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 11,275,293 shares in the last 24 months. This volume of shares sold represents approximately $787.68M in transactions.


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This page (NYSEARCA:MDYV) was last updated on 12/22/2024 by MarketBeat.com Staff
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