SPDR S&P 400 MID CAP VALUE E (MDYV) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.80B in MDYV holdings during the latest filing period.
Wealth Enhancement Advisory Services, Llc is currently the largest disclosed institutional shareholder of MDYV tracked by InsiderSet, reporting ownership valued at approximately $117.15M 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 $118.29M, representing an estimated gain of +0.98% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 45% of the total disclosed MDYV value among the investors covered in this analysis. Major shareholders include Wealth Enhancement Advisory Services, Llc, Northrock Partners, 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
$1.80B
Largest Holder
Wealth Enhancement Advisory Services, Llc
Largest Position
$117.15M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Enhancement Advisory Services, Llc | 0.20% | 1,245,164 | $117,145,042 | $118,290,580 | +$1,145,538 | +0.98% | |
| Northrock Partners, Llc | 1.85% | 1,343,748 | $114,420,211 | $127,656,060 | +$13,235,849 | +11.57% | |
| Financial Engines Advisors L.L.C. | 0.21% | 1,197,590 | $101,974,789 | $113,771,050 | +$11,796,261 | +11.57% | |
| Lpl Financial Llc | 0.02% | 1,080,226 | $91,981,207 | $102,621,470 | +$10,640,263 | +11.57% | |
| Avantax Planning Partners, Inc. | 2.25% | 952,267 | $90,322,525 | $90,465,365 | +$142,840 | +0.16% | |
| Lutz Financial Services Llc | 4.61% | 805,859 | $68,618,893 | $76,556,605 | +$7,937,712 | +11.57% | |
| Fas Wealth Partners, Inc. | 3.26% | 659,887 | $62,590,245 | $62,689,265 | +$99,020 | +0.16% | |
| Morgan Stanley | 0.00% | 726,104 | $61,827,797 | $68,979,880 | +$7,152,083 | +11.57% | |
| Equitable Holdings, Inc. | 0.39% | 369,007 | $60,440,878 | $35,055,665 | -$25,385,213 | -42.00% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.17% | 504,899 | $42,992,150 | $47,965,405 | +$4,973,255 | +11.57% | |
| Wells Fargo & Company/Mn | 0.01% | 449,507 | $38,275,501 | $42,703,165 | +$4,427,664 | +11.57% | |
| First National Trust Co | 1.26% | 390,832 | $37,070,414 | $37,129,040 | +$58,626 | +0.16% | |
| Canandaigua National Corp | 3.21% | 421,045 | $35,851,982 | $39,999,275 | +$4,147,293 | +11.57% | |
| Cetera Investment Advisers | 0.04% | 410,049 | $34,915,691 | $38,954,655 | +$4,038,964 | +11.57% | |
| First Pacific Financial | 4.14% | 366,314 | $34,744,860 | $34,799,830 | +$54,970 | +0.16% | |
| Klingman & Associates, Llc | 1.38% | 340,538 | $32,300,019 | $32,351,110 | +$51,091 | +0.16% | |
| Ghp Investment Advisors, Inc. | 1.01% | 289,767 | $27,484,349 | $27,527,865 | +$43,516 | +0.16% | |
| Hightower Advisors, Llc | 0.03% | 308,337 | $26,254,990 | $29,292,015 | +$3,037,025 | +11.57% | |
| Convergence Financial, Llc | 3.53% | 300,639 | $25,676,260 | $28,560,705 | +$2,884,445 | +11.23% | |
| Jones Financial Companies Lllp | 0.01% | 268,219 | $22,388,776 | $25,480,805 | +$3,092,029 | +13.81% | |
| Wcg Wealth Advisors Llc | 0.59% | 248,762 | $21,181,991 | $23,632,390 | +$2,450,399 | +11.57% | |
| Rodgers & Associates, Ltd | 1.89% | 220,077 | $20,874,311 | $20,907,315 | +$33,004 | +0.16% | |
| Mercer Global Advisors Inc | 0.03% | 206,667 | $17,597,666 | $19,633,365 | +$2,035,699 | +11.57% | |
| Cwm, Llc | 0.04% | 198,943 | $16,939,966 | $18,899,585 | +$1,959,619 | +11.57% | |
| Ern Financial, Llc | 2.69% | 171,098 | $16,228,617 | $16,254,310 | +$25,693 | +0.16% | |
| Mml Investors Services, Llc | 0.04% | 174,134 | $14,827,506 | $16,542,730 | +$1,715,224 | +11.57% | |
| Asset Dedication, Llc | 0.88% | 147,248 | $13,966,441 | $13,988,560 | +$22,119 | +0.16% | |
| Balanced Wealth Group Llc | 4.91% | 161,121 | $13,719,475 | $15,306,495 | +$1,587,020 | +11.57% | |
| Mcadam, Llc | 0.55% | 142,608 | $12,143,043 | $13,547,760 | +$1,404,717 | +11.57% | |
| Bank Of America Corp | 0.00% | 141,810 | $12,075,117 | $13,471,950 | +$1,396,833 | +11.57% | |
| Marathon Mission, Inc. | 5.94% | 125,387 | $11,892,938 | $11,911,765 | +$18,827 | +0.16% | |
| Signet Financial Management, Llc | 1.24% | 129,387 | $11,017,303 | $12,291,765 | +$1,274,462 | +11.57% | |
| Summit Financial, Llc | 0.14% | 129,193 | $11,000,778 | $12,273,335 | +$1,272,557 | +11.57% | |
| Cary Street Partners Financial Llc | 0.23% | 113,117 | $10,729,141 | $10,746,115 | +$16,974 | +0.16% | |
| Private Advisor Group, Llc | 0.05% | 111,718 | $10,596,442 | $10,613,210 | +$16,768 | +0.16% | |
| Private Wealth Management Group, Llc | 2.43% | 110,488 | $10,479,788 | $10,496,360 | +$16,572 | +0.16% | |
| Mariner, Llc | 0.01% | 120,218 | $10,236,582 | $11,420,710 | +$1,184,128 | +11.57% | |
| Moneco Advisors, Llc | 0.78% | 117,952 | $10,043,624 | $11,205,440 | +$1,161,816 | +11.57% | |
| Capital Wealth Management, Llc | 2.33% | 101,953 | $9,670,259 | $9,685,535 | +$15,276 | +0.16% | |
| Alesco Advisors, Llc, An Esl Co | 0.24% | 110,354 | $9,396,620 | $10,483,630 | +$1,087,010 | +11.57% | |
| Commonwealth Equity Services, Llc | 0.01% | 96,529 | $9,155,810 | $9,170,255 | +$14,445 | +0.16% | |
| Mission Wealth Management, Lp | 0.11% | 91,455 | $8,674,552 | $8,688,225 | +$13,673 | +0.16% | |
| Jnba Financial Advisors | 0.62% | 85,995 | $8,156,644 | $8,169,525 | +$12,881 | +0.16% | |
| Prestige Wealth Management Group Llc | 1.58% | 94,745 | $8,067,537 | $9,000,775 | +$933,238 | +11.57% | |
| Wealthshield Partners, Llc | 0.84% | 88,173 | $7,507,970 | $8,376,435 | +$868,465 | +11.57% | |
| Goldman Sachs Group Inc | 0.00% | 83,950 | $7,148,342 | $7,975,250 | +$826,908 | +11.57% | |
| Sage Financial Group Inc | 0.39% | 73,395 | $6,961,516 | $6,972,525 | +$11,009 | +0.16% | |
| Avior Wealth Management, Llc | 0.18% | 73,043 | $6,928,087 | $6,939,085 | +$10,998 | +0.16% | |
| Iag Wealth Partners, Llc | 0.77% | 80,913 | $6,889,791 | $7,686,735 | +$796,944 | +11.57% | |
| Raymond James Financial Inc | 0.00% | 80,080 | $6,818,800 | $7,607,600 | +$788,800 | +11.57% |
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.