MDYV Institutional Ownership & Shareholders
SPDR S&P 400 MID CAP VALUE E (MDYV) is currently held by 377 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.87B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Northrock Partners, Llc is currently the largest disclosed institutional shareholder of MDYV tracked by InsiderSet, reporting ownership valued at approximately $135.35M in its June 30, 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 $134.88M, representing an estimated loss of -0.35% 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, Financial Engines Advisors L.L.C., Lpl Financial Llc, 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
377
Total Reported Value
$1.87B
Largest Holder
Northrock Partners, Llc
Largest Position
$135.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
29
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Northrock Partners, Llc | 1.97% | 1,427,030 | $135,353,798 | $134,882,876 | -$470,922 | -0.35% | |
| Financial Engines Advisors L.L.C. | 0.21% | 1,229,181 | $116,587,818 | $116,182,188 | -$405,630 | -0.35% | |
| Lpl Financial Llc | 0.03% | 1,221,358 | $115,845,813 | $115,442,758 | -$403,055 | -0.35% | |
| Wealth Enhancement Advisory Services, Llc | 0.17% | 1,258,328 | $113,362,754 | $118,937,163 | +$5,574,409 | +4.92% | |
| Avantax Planning Partners, Inc. | 2.14% | 960,335 | $84,999,208 | $90,770,864 | +$5,771,656 | +6.79% | |
| Lutz Financial Services Llc | 4.79% | 829,586 | $78,686,283 | $78,412,469 | -$273,814 | -0.35% | |
| Morgan Stanley | 0.00% | 671,315 | $63,674,303 | $63,452,694 | -$221,609 | -0.35% | |
| Fas Wealth Partners, Inc. | 3.26% | 659,887 | $62,590,245 | $62,372,519 | -$217,726 | -0.35% | |
| Pacific Life Fund Advisors Llc | 6.24% | 598,104 | $56,730,164 | $56,532,790 | -$197,374 | -0.35% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.16% | 499,862 | $47,411,911 | $47,246,956 | -$164,955 | -0.35% | |
| Cetera Investment Advisers | 0.04% | 424,047 | $40,220,893 | $40,080,922 | -$139,971 | -0.35% | |
| Equitable Holdings, Inc. | 0.23% | 401,007 | $37,868,207 | $37,903,182 | +$34,975 | +0.09% | |
| Canandaigua National Corp | 3.21% | 421,045 | $35,851,982 | $39,797,173 | +$3,945,191 | +11.00% | |
| First National Trust Co | 1.21% | 395,416 | $34,998,269 | $37,374,720 | +$2,376,451 | +6.79% | |
| Wells Fargo & Company/Mn | 0.01% | 352,068 | $33,393,628 | $33,277,467 | -$116,161 | -0.35% | |
| First Pacific Financial | 3.31% | 365,602 | $32,359,392 | $34,556,701 | +$2,197,309 | +6.79% | |
| Klingman & Associates, Llc | 1.25% | 339,231 | $30,025,325 | $32,064,114 | +$2,038,789 | +6.79% | |
| Jones Financial Companies Lllp | 0.01% | 300,102 | $28,343,433 | $28,365,641 | +$22,208 | +0.08% | |
| Ghp Investment Advisors, Inc. | 0.95% | 287,660 | $25,460,745 | $27,189,623 | +$1,728,878 | +6.79% | |
| Mercer Global Advisors Inc | 0.03% | 259,036 | $24,569,561 | $24,484,083 | -$85,478 | -0.35% | |
| Wcg Wealth Advisors Llc | 0.57% | 251,674 | $23,871,196 | $23,788,226 | -$82,970 | -0.35% | |
| Rodgers & Associates, Ltd | 1.81% | 216,453 | $19,158,274 | $20,459,138 | +$1,300,864 | +6.79% | |
| Convergence Financial, Llc | 2.67% | 215,759 | $19,096,866 | $20,393,541 | +$1,296,675 | +6.79% | |
| Mml Investors Services, Llc | 0.04% | 183,769 | $17,430,456 | $17,369,846 | -$60,610 | -0.35% | |
| Cwm, Llc | 0.04% | 198,943 | $16,939,966 | $18,804,092 | +$1,864,126 | +11.00% | |
| Ern Financial, Llc | 2.44% | 169,285 | $14,983,450 | $16,000,818 | +$1,017,368 | +6.79% | |
| Asset Dedication, Llc | 0.80% | 146,871 | $12,999,581 | $13,882,247 | +$882,666 | +6.79% | |
| Moneco Advisors, Llc | 0.74% | 128,203 | $12,160,077 | $12,117,748 | -$42,329 | -0.35% | |
| Summit Financial, Llc | 0.13% | 127,043 | $12,050,041 | $12,008,104 | -$41,937 | -0.35% | |
| Marathon Mission, Inc. | 5.64% | 126,233 | $11,172,865 | $11,931,543 | +$758,678 | +6.79% | |
| Signet Financial Management, Llc | 1.24% | 129,387 | $11,017,303 | $12,229,659 | +$1,212,356 | +11.00% | |
| Cary Street Partners Financial Llc | 0.23% | 113,117 | $10,729,141 | $10,691,819 | -$37,322 | -0.35% | |
| Private Advisor Group, Llc | 0.05% | 111,718 | $10,596,442 | $10,559,585 | -$36,857 | -0.35% | |
| Alesco Advisors, Llc, An Esl Co | 0.24% | 109,916 | $10,425,507 | $10,389,260 | -$36,247 | -0.35% | |
| Bank Of America Corp | 0.00% | 107,601 | $10,205,915 | $10,170,447 | -$35,468 | -0.35% | |
| Mariner, Llc | 0.01% | 105,171 | $9,975,514 | $9,940,763 | -$34,751 | -0.35% | |
| Goldman Sachs Group Inc | 0.00% | 101,254 | $9,603,942 | $9,570,528 | -$33,414 | -0.35% | |
| Capital Wealth Management, Llc | 2.13% | 105,709 | $9,356,331 | $9,991,615 | +$635,284 | +6.79% | |
| Savant Capital, Llc | 0.03% | 100,990 | $9,089,146 | $9,545,575 | +$456,429 | +5.02% | |
| Prestige Wealth Management Group Llc | 1.64% | 95,461 | $9,054,476 | $9,022,974 | -$31,502 | -0.35% | |
| Private Wealth Management Group, Llc | 1.98% | 99,628 | $8,818,075 | $9,416,839 | +$598,764 | +6.79% | |
| Farther Finance Advisors, Llc | 0.06% | 96,811 | $8,568,738 | $9,150,576 | +$581,838 | +6.79% | |
| Ameriprise Financial Inc | 0.00% | 88,357 | $8,395,351 | $8,351,504 | -$43,847 | -0.52% | |
| Commonwealth Equity Services, Llc | 0.01% | 93,903 | $8,311,336 | $8,875,712 | +$564,376 | +6.79% | |
| Mission Wealth Management, Lp | 0.13% | 87,415 | $7,737,102 | $8,262,466 | +$525,364 | +6.79% | |
| Raymond James Financial Inc | 0.00% | 78,497 | $7,445,515 | $7,419,536 | -$25,979 | -0.35% | |
| Jnba Financial Advisors | 0.56% | 83,391 | $7,380,905 | $7,882,117 | +$501,212 | +6.79% | |
| Iag Wealth Partners, Llc | 0.73% | 77,644 | $7,364,501 | $7,338,911 | -$25,590 | -0.35% | |
| Aqr Capital Management Llc | 0.00% | 74,338 | $7,050,912 | $7,026,428 | -$24,484 | -0.35% | |
| Sage Financial Group Inc | 0.36% | 72,670 | $6,432,022 | $6,868,768 | +$436,746 | +6.79% |
Frequently asked questions about MDYV
Who are the largest institutional holders of MDYV?
The largest institutional holders of MDYV reported in the latest SEC Form 13F filings include Northrock Partners, Llc, Financial Engines Advisors L.L.C., Lpl Financial Llc, Wealth Enhancement Advisory Services, Llc, and Avantax Planning Partners, Inc.. InsiderSet ranks institutional holders by their latest reported MDYV position.
What is MDYV institutional ownership?
This page tracks MDYV positions reported by institutional investment managers through SEC Form 13F. SPDR S&P 400 MID CAP VALUE E (MDYV) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own MDYV?
InsiderSet currently tracks 377 institutional managers reporting MDYV holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of MDYV shareholders.
How much MDYV stock do institutions own?
Institutional investment managers disclosed approximately $1.87B in MDYV holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was MDYV institutional ownership last updated?
The latest MDYV institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional MDYV holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its MDYV position after the reporting date.
Are institutions buying or selling MDYV?
Institutional buying and selling can be analyzed by comparing MDYV positions across consecutive 13F reporting periods. InsiderSet's MDYV Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View MDYV ownership changes.
How has MDYV institutional ownership changed over time?
InsiderSet tracks MDYV institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.