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

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$75.04
+0.23 (+0.31%)
(As of 05/13/2024 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)
198
Total
Institutional Inflows
(last 12 months)
$866.70M
Number of
Institutional Sellers
(last 12 months)
133
Total
Institutional Outflows
(last 12 months)
$318.70M
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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
5/10/2024 Osaic Holdings Inc.104,668$7.96M0.0%-89.4%0.304%
5/10/2024 Rodgers & Associates LTD209,729$15.94M2.0%+3.2%0.610%
5/10/2024 TIAA Trust National Association642,775$48.85M0.1%-1.6%1.869%
5/10/2024 Broadview Financial Management LLC9,081$690K0.5%+2.7%0.026%
5/9/2024 Barden Capital Management Inc.21,733$1.65M1.6%-25.4%0.063%
5/9/2024 Condor Capital Management5,016$381K0.0%-12.8%0.015%
5/9/2024 Koshinski Asset Management Inc.49,859$3.79M0.4%N/A0.145%
5/8/2024 Avantax Advisory Services Inc.2,754$209K0.0%-17.4%0.008%
5/7/2024 NorthRock Partners LLC598,993$45.52M3.9%-2.2%1.741%
5/7/2024 WealthPLAN Partners LLC4,899$372K0.0%+77.5%0.014%
5/7/2024 NTV Asset Management LLC3,925$298K0.0%-43.3%0.011%
5/7/2024 PFG Advisors7,465$567K0.0%-7.5%0.022%
5/7/2024 Insight Advisors LLC PA5,447$414K0.1%-6.7%0.016%
5/7/2024 Motive Wealth Advisors4,218$321K0.2%N/A0.012%
5/4/2024 Geneos Wealth Management Inc.37,380$2.84M0.1%-11.8%0.109%
5/4/2024 Csenge Advisory Group6,891$524K0.0%-42.2%0.020%
5/3/2024 Embree Financial Group3,161$240K0.0%-19.6%0.009%
5/3/2024 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors3,963$301K0.0%+8.1%0.012%
5/3/2024 Lutz Financial Services LLC665,207$50.56M4.4%+3.1%1.934%
5/2/2024 Salomon & Ludwin LLC11,985$911K0.1%+15.6%0.035%
5/2/2024 FinTrust Capital Advisors LLC150,881$11.47M2.2%-2.4%0.439%
5/2/2024 Lewis Asset Management LLC14,659$1.11M0.9%-4.3%0.043%
5/2/2024 Moloney Securities Asset Management LLC3,661$278K0.0%-36.8%0.011%
5/1/2024 Klingman & Associates LLC345,645$26.27M1.8%-1.1%1.005%
5/1/2024 Concourse Financial Group Securities Inc.2,712$206K0.0%-22.8%0.008%
5/1/2024 Financial Guidance Group Inc.50,015$3.80M2.5%+1.8%0.145%
5/1/2024 Avior Wealth Management LLC164,008$12.47M0.6%+6.9%0.477%
5/1/2024 Retirement Group LLC139,556$10.61M3.8%-0.5%0.406%
5/1/2024 Wambolt & Associates LLC13,814$1.04M0.3%-30.9%0.040%
5/1/2024 Diversify Advisory Services LLC13,430$1.01M0.1%N/A0.039%
4/30/2024 Private Advisor Group LLC61,948$4.71M0.0%+3.7%0.180%
4/30/2024 Norden Group LLC10,369$788K0.1%N/A0.030%
4/30/2024 Vance Wealth Inc.2,653$202K0.1%N/A0.008%
4/30/2024 Private Wealth Management Group LLC144,852$11.01M5.0%+3.2%0.421%
4/29/2024Commonwealth Equity Services LLC131,314$9.98M0.0%+9.1%0.382%
4/29/2024 FAS Wealth Partners Inc.559,855$42.55M3.8%-0.7%1.627%
4/29/2024 Benjamin Edwards Inc.39,561$3.01M0.6%+2.8%0.115%
4/29/2024 Benjamin F. Edwards & Company Inc.656,557$49.90M0.9%+1.2%1.909%
4/26/2024Prestige Wealth Management Group LLC83,605$6.35M1.4%+13.0%0.243%
4/26/2024 JNBA Financial Advisors256,430$19.49M2.0%-26.4%0.745%
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4/26/2024 First National Trust Co333,437$25.34M1.0%-9.6%0.969%
4/26/2024 MONECO Advisors LLC14,072$1.07M0.2%+8.2%0.041%
4/25/2024 Lodestar Private Asset Management LLC34,941$2.66M0.4%-1.0%0.102%
4/25/2024 IAG Wealth Partners LLC63,346$4.81M1.0%-1.7%0.185%
4/24/2024 Krilogy Financial LLC12,788$972K0.1%-3.8%0.037%
4/24/2024 CENTRAL TRUST Co2,740$208K0.0%-10.0%0.008%
4/24/2024 Smith Anglin Financial LLC22,749$1.73M0.2%+3.6%0.067%
4/24/2024 First Pacific Financial349,360$26.55M7.4%+1.9%1.023%
4/23/2024 Global Retirement Partners LLC8,812$670K0.0%+26.8%0.026%
4/23/2024 McAdam LLC240,767$18.30M1.2%-1.8%0.705%
4/23/2024 Raymond James Financial Services Advisors Inc.70,956$5.39M0.0%-62.1%0.208%
4/22/2024 Strategic Financial Concepts LLC5,964$453K0.1%N/A0.017%
4/22/2024 Confluence Wealth Services Inc.7,405$563K0.0%N/A0.022%
4/22/2024Invera Wealth Advisors LLC9,909$698K0.6%-65.9%0.029%
4/22/2024 Centennial Wealth Advisory LLC2,925$222K0.1%-89.8%0.009%
4/22/2024 HF Advisory Group LLC10,197$775K0.4%+16.9%0.030%
4/22/2024 Drive Wealth Management LLC10,334$785K0.2%-22.1%0.030%
4/20/2024 KWB Wealth188,465$14.32M1.9%-3.4%0.552%
4/19/2024 RTD Financial Advisors Inc.66,403$5.05M0.7%-2.5%0.194%
4/19/2024 Capital Wealth Management LLC69,113$5.25M2.5%+3.2%0.202%
4/19/2024 Tradewinds Capital Management LLC220,951$16.79M4.6%+10,210.4%0.647%
4/18/2024 Total Wealth Planning LLC102,463$7.79M1.3%-3.7%0.300%
4/18/2024 Silverlake Wealth Management LLC3,970$302K0.2%+16.1%0.012%
4/18/2024 Measured Wealth Private Client Group LLC13,802$1.05M0.4%-18.6%0.040%
4/18/2024 CCG Wealth Management LLC5,759$438K0.3%+8.0%0.017%
4/16/2024 Occidental Asset Management LLC24,826$1.89M0.4%+0.6%0.073%
4/16/2024 OneAscent Financial Services LLC6,146$467K0.1%-6.2%0.018%
4/16/2024 LongView Wealth Management6,711$510K0.2%+8.2%0.020%
4/16/2024 Courage Miller Partners LLC29,073$2.21M0.8%+1.3%0.085%
4/16/2024 Cypress Wealth Services LLC3,958$301K0.1%-8.7%0.012%
4/16/2024 Wealth Enhancement Advisory Services LLC5,237,228$398.03M1.0%+16.0%15.336%
4/16/2024 ERn Financial LLC219,510$16.68M2.9%+0.1%0.643%
4/15/2024 Signet Financial Management LLC186,548$14.18M1.9%-1.6%0.546%
4/15/2024 Wealthcare Advisory Partners LLC23,356$1.78M0.1%+12.0%0.068%
4/15/2024 GoalVest Advisory LLC369$28K0.0%N/A0.001%
4/15/2024 Brookstone Capital Management9,011$685K0.0%-3.4%0.026%
4/15/2024 Flagstar Advisors Inc.3,202$243K0.1%N/A0.009%
4/13/2024 IMC Chicago LLC28,622$2.18M0.0%N/A0.084%
4/13/2024 Wallace Advisory Group LLC8,190$601K0.4%-5.5%0.024%
4/12/2024 Ignite Planners LLC26,201$1.97M0.6%+19.3%0.077%
4/11/2024 D. Scott Neal Inc.18,211$1.38M0.9%-2.8%0.053%
4/11/2024 Clarus Wealth Advisors57,643$4.22M2.4%+1.3%0.169%
4/10/2024 Park Avenue Securities LLC9,037$687K0.0%-67.5%0.028%
4/5/2024 Madison Park Capital Advisors LLC10,368$788K0.7%+5.6%0.032%
4/2/2024 Waller Financial Planning Group Inc.63,484$4.83M1.3%+1.6%0.194%
4/2/2024 Marotta Asset Management71,753$5.45M1.1%-8.6%0.219%
4/1/2024 Michael S. Ryan Inc.176,554$13.42M10.6%+5.7%0.538%
4/1/2024 Confluence Investment Management LLC326,099$24.78M0.3%N/A0.994%
4/1/2024 Appleton Partners Inc. MA3,058$232K0.0%-13.9%0.009%
3/22/2024 PNC Financial Services Group Inc.2,394$176K0.0%-35.5%0.007%
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3/15/2024B. Riley Wealth Advisors Inc.36,914$2.71M0.1%+1,088.1%0.113%
3/4/2024 Richardson Financial Services Inc.479$35K0.0%N/A0.001%
2/29/2024 Scarborough Advisors LLC2,212$162K0.0%N/A0.007%
2/27/2024ARQ Wealth Advisors LLC7,251$532K0.3%-17.3%0.022%
2/26/2024Centaurus Financial Inc.1,821$134K0.0%-94.6%0.006%
2/23/2024 Chicago Partners Investment Group LLC30,811$2.21M0.1%+8.3%0.094%
2/22/2024 Scarborough Advisors LLC474$35K0.0%N/A0.001%
2/15/2024Financial Network Wealth Advisors LLC21,813$1.60M1.7%N/A0.067%
2/15/2024Freedom Investment Management Inc.91,796$6.74M0.5%-3.7%0.280%
2/15/2024Garden State Investment Advisory Services LLC85,729$6.29M2.5%+4.6%0.261%
(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, 330 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 ($398.03M), Envestnet Asset Management Inc. ($230.22M), Advisor Group Holdings Inc. ($177.03M), Clark Capital Management Group Inc. ($153.00M), Financial Engines Advisors L.L.C. ($111.79M), LPL Financial LLC ($72.77M), and Stifel Financial Corp ($68.29M).Learn more on MDYV's institutional investors.

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

Of the 292 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 ($3.89M), Advisor Group Holdings Inc. ($2.21M), Clark Capital Management Group Inc. ($2.05M), Orion Portfolio Solutions LLC ($1.81M), Portside Wealth Group LLC ($1.68M), and Benjamin F. Edwards & Company Inc. ($960.81K).

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

Institutional investors have bought a total of 31,141,509 shares in the last 24 months. This purchase volume represents approximately $2.10B in transactions.

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

Of the 175 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. ($9.48M), Advisor Group Holdings Inc. ($2.62M), Osaic Holdings Inc. ($880.58K), Stifel Financial Corp ($614.21K), Benjamin F. Edwards & Company Inc. ($449.43K), Alesco Advisors LLC ($430.11K), and LPL Financial LLC ($425.97K).

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

Institutional investors have sold a total of 18,524,629 shares in the last 24 months. This volume of shares sold represents approximately $1.21B in transactions.


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This page (NYSEARCA:MDYV) was last updated on 5/14/2024 by MarketBeat.com Staff

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