SPDR S&P 400 MID CAP VALUE E (MDYV) Top Institutional Shareholders
SPDR S&P 400 MID CAP VALUE E (MDYV) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.74B in MDYV holdings during the latest filing period.
Northrock Partners, Llc is currently the largest disclosed institutional shareholder of MDYV tracked by InsiderSet, reporting ownership valued at approximately $114.42M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $124.59M, representing an estimated gain of +8.89% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 47% of the total disclosed MDYV value among the investors covered in this analysis. Major shareholders include Northrock Partners, Llc, Wealth Enhancement Advisory Services, Llc, Financial Engines Advisors L.L.C., and several other long-term asset managers with concentrated positions in SPDR S&P 400 MID CAP VALUE E (MDYV).
This page ranks the largest institutional MDYV shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
371
Total Reported Value
$1.74B
Largest Holder
Northrock Partners, Llc
Largest Position
$114.42M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
27
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Northrock Partners, Llc | 1.85% | 1,343,748 | $114,420,211 | $124,592,315 | +$10,172,104 | +8.89% | |
| Wealth Enhancement Advisory Services, Llc | 0.24% | 1,285,715 | $110,147,229 | $119,211,495 | +$9,064,266 | +8.23% | |
| Financial Engines Advisors L.L.C. | 0.21% | 1,197,590 | $101,974,789 | $111,040,545 | +$9,065,756 | +8.89% | |
| Lpl Financial Llc | 0.02% | 1,080,226 | $91,981,207 | $100,158,555 | +$8,177,348 | +8.89% | |
| Ae Wealth Management Llc | 0.44% | 960,579 | $81,793,395 | $89,064,885 | +$7,271,490 | +8.89% | |
| Avantax Planning Partners, Inc. | 2.15% | 918,268 | $78,190,512 | $85,141,809 | +$6,951,297 | +8.89% | |
| Lutz Financial Services Llc | 4.61% | 805,859 | $68,618,893 | $74,719,246 | +$6,100,353 | +8.89% | |
| Morgan Stanley | 0.00% | 726,104 | $61,827,797 | $67,324,363 | +$5,496,566 | +8.89% | |
| Equitable Holdings, Inc. | 0.39% | 369,007 | $60,440,878 | $34,214,329 | -$26,226,549 | -43.39% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.17% | 504,899 | $42,992,150 | $46,814,235 | +$3,822,085 | +8.89% | |
| Wells Fargo & Company/Mn | 0.01% | 449,507 | $38,275,501 | $41,678,289 | +$3,402,788 | +8.89% | |
| Canandaigua National Corp | 3.21% | 421,045 | $35,851,982 | $39,039,292 | +$3,187,310 | +8.89% | |
| Cetera Investment Advisers | 0.04% | 410,049 | $34,915,691 | $38,019,743 | +$3,104,052 | +8.89% | |
| First National Trust Co | 1.11% | 382,687 | $32,585,797 | $35,482,739 | +$2,896,942 | +8.89% | |
| Klingman & Associates, Llc | 1.51% | 369,859 | $31,493,507 | $34,293,326 | +$2,799,819 | +8.89% | |
| First Pacific Financial | 4.03% | 367,076 | $31,256,560 | $34,035,287 | +$2,778,727 | +8.89% | |
| Hightower Advisors, Llc | 0.03% | 308,337 | $26,254,990 | $28,589,007 | +$2,334,017 | +8.89% | |
| Convergence Financial, Llc | 3.53% | 300,639 | $25,676,260 | $27,875,248 | +$2,198,988 | +8.56% | |
| Ghp Investment Advisors, Inc. | 1.00% | 285,050 | $24,272,020 | $26,429,836 | +$2,157,816 | +8.89% | |
| Jones Financial Companies Lllp | 0.01% | 268,219 | $22,388,776 | $24,869,266 | +$2,480,490 | +11.08% | |
| Wcg Wealth Advisors Llc | 0.59% | 248,762 | $21,181,991 | $23,065,213 | +$1,883,222 | +8.89% | |
| Rodgers & Associates, Ltd | 1.90% | 218,907 | $18,639,937 | $20,297,057 | +$1,657,120 | +8.89% | |
| Mercer Global Advisors Inc | 0.03% | 206,667 | $17,597,666 | $19,162,164 | +$1,564,498 | +8.89% | |
| Cwm, Llc | 0.04% | 198,943 | $16,939,966 | $18,445,995 | +$1,506,029 | +8.89% | |
| Mml Investors Services, Llc | 0.04% | 174,134 | $14,827,506 | $16,145,704 | +$1,318,198 | +8.89% | |
| Ern Financial, Llc | 2.71% | 169,432 | $14,427,176 | $15,709,735 | +$1,282,559 | +8.89% | |
| Balanced Wealth Group Llc | 4.91% | 161,121 | $13,719,475 | $14,939,139 | +$1,219,664 | +8.89% | |
| Mcadam, Llc | 0.55% | 142,608 | $12,143,043 | $13,222,614 | +$1,079,571 | +8.89% | |
| Bank Of America Corp | 0.00% | 141,810 | $12,075,117 | $13,148,623 | +$1,073,506 | +8.89% | |
| Signet Financial Management, Llc | 1.24% | 129,387 | $11,017,303 | $11,996,763 | +$979,460 | +8.89% | |
| Summit Financial, Llc | 0.14% | 129,193 | $11,000,778 | $11,978,775 | +$977,997 | +8.89% | |
| Marathon Mission, Inc. | 6.10% | 122,996 | $10,473,092 | $11,404,189 | +$931,097 | +8.89% | |
| Commonwealth Equity Services, Llc | 0.01% | 121,119 | $10,313,280 | $11,230,154 | +$916,874 | +8.89% | |
| Mariner, Llc | 0.01% | 120,218 | $10,236,582 | $11,146,613 | +$910,031 | +8.89% | |
| Moneco Advisors, Llc | 0.78% | 117,952 | $10,043,624 | $10,936,509 | +$892,885 | +8.89% | |
| Private Wealth Management Group, Llc | 2.61% | 116,916 | $9,955,398 | $10,840,452 | +$885,054 | +8.89% | |
| Cary Street Partners Financial Llc | 0.24% | 113,733 | $9,684,406 | $10,545,324 | +$860,918 | +8.89% | |
| Alesco Advisors, Llc, An Esl Co | 0.24% | 110,354 | $9,396,620 | $10,232,023 | +$835,403 | +8.89% | |
| Capital Wealth Management, Llc | 2.25% | 97,552 | $8,306,554 | $9,045,021 | +$738,467 | +8.89% | |
| Prestige Wealth Management Group Llc | 1.58% | 94,745 | $8,067,537 | $8,784,756 | +$717,219 | +8.89% | |
| Private Advisor Group, Llc | 0.04% | 93,543 | $7,965,125 | $8,673,307 | +$708,182 | +8.89% | |
| Jnba Financial Advisors | 0.63% | 88,612 | $7,545,285 | $8,216,105 | +$670,820 | +8.89% | |
| Wealthshield Partners, Llc | 0.84% | 88,173 | $7,507,970 | $8,175,401 | +$667,431 | +8.89% | |
| Goldman Sachs Group Inc | 0.00% | 83,950 | $7,148,342 | $7,783,844 | +$635,502 | +8.89% | |
| Iag Wealth Partners, Llc | 0.77% | 80,913 | $6,889,791 | $7,502,253 | +$612,462 | +8.89% | |
| Raymond James Financial Inc | 0.00% | 80,080 | $6,818,800 | $7,425,018 | +$606,218 | +8.89% | |
| Ameriprise Financial Inc | 0.00% | 77,048 | $6,560,596 | $7,143,891 | +$583,295 | +8.89% | |
| Sage Financial Group Inc | 0.41% | 73,323 | $6,243,454 | $6,798,509 | +$555,055 | +8.89% | |
| Avior Wealth Management, Llc | 0.18% | 73,202 | $6,233,160 | $6,787,289 | +$554,129 | +8.89% | |
| Pathstone Holdings, Llc | 0.02% | 69,328 | $5,903,279 | $6,428,092 | +$524,813 | +8.89% |
Frequently asked questions about MDYV
Who owns the most MDYV stock?
The largest holders of MDYV are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for SPDR S&P 400 MID CAP VALUE E (MDYV).
Is MDYV widely held by superinvestors?
Many widely followed stocks like MDYV appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly MDYV is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.