SPDR S&P 400 MID CAP VALUE E (MDYV) Institutional Ownership Changes & 13F Activity
SPDR S&P 400 MID CAP VALUE E (MDYV). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Wells Fargo & Company/Mn, Ameriprise Financial Inc, Mercer Global Advisors Inc, Susquehanna International Group, Llp, and Bank Of America Corp.
| Institution | Type | Change in shares | Change Position % | Shares | Reported stock balance | Portfolio quarter | Filing date |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | Buy | +8,827 | +18.0% | 57,733 | $5.48M | Q2 2026 | Sep 23, 2026 |
| Qrg Capital Management, Inc. | Buy | +897 | +15.6% | 6,636 | $629.42K | Q2 2026 | Sep 23, 2026 |
| Integrated Wealth Concepts Llc | Sell | -31 | -0.9% | 3,506 | $332.58K | Q2 2026 | Sep 09, 2026 |
| Citadel Advisors Llc | Buy | +25,770 | — | 25,770 | $2.44M | Q2 2026 | Sep 02, 2026 |
| Corient Private Wealth Llc | Sell | -238 | -9.9% | 2,160 | $204.86K | Q2 2026 | Aug 27, 2026 |
| Rehmann Capital Advisory Group | Sell | -70 | -1.7% | 3,951 | $374.77K | Q2 2026 | Aug 20, 2026 |
| Mercer Global Advisors Inc | Buy | +52,369 | +25.3% | 259,036 | $24.57M | Q2 2026 | Aug 19, 2026 |
| Kingsview Wealth Management, Llc | Sell | -2,583 | -8.1% | 29,182 | $2.77M | Q2 2026 | Aug 19, 2026 |
| Beacon Pointe Advisors, Llc | Buy | +3,034 | — | 3,034 | $287.77K | Q2 2026 | Aug 18, 2026 |
| Equitable Holdings, Inc. | Buy | +32,000 | +8.7% | 401,007 | $37.87M | Q2 2026 | Aug 17, 2026 |
| Redwood Investment Management, Llc | Buy | +6,410 | +9.0% | 77,308 | $7.33M | Q2 2026 | Aug 17, 2026 |
| Empowered Funds, Llc | Sell | -240 | -0.6% | 40,359 | $3.83M | Q2 2026 | Aug 17, 2026 |
| Payne Capital Management, Llc | Buy | +32 | +0.1% | 22,067 | $2.09M | Q2 2026 | Aug 17, 2026 |
| Pure Financial Advisors, Llc | Buy | +9 | +0.1% | 14,433 | $1.37M | Q2 2026 | Aug 17, 2026 |
| Wells Fargo & Company/Mn | Sell | -97,439 | -21.7% | 352,068 | $33.39M | Q2 2026 | Aug 14, 2026 |
| Ameriprise Financial Inc | Buy | +88,357 | — | 88,357 | $8.40M | Q2 2026 | Aug 14, 2026 |
| Susquehanna International Group, Llp | Buy | +39,648 | +374.9% | 50,223 | $4.76M | Q2 2026 | Aug 14, 2026 |
| Bank Of America Corp | Sell | -34,209 | -24.1% | 107,601 | $10.21M | Q2 2026 | Aug 14, 2026 |
| Aqr Capital Management Llc | Buy | +32,830 | +79.1% | 74,338 | $7.05M | Q2 2026 | Aug 14, 2026 |
| Jones Financial Companies Lllp | Buy | +31,883 | +11.9% | 300,102 | $28.34M | Q2 2026 | Aug 14, 2026 |
| Financial Engines Advisors L.L.C. | Buy | +31,591 | +2.6% | 1,229,181 | $116.59M | Q2 2026 | Aug 14, 2026 |
| Goldman Sachs Group Inc | Buy | +17,304 | +20.6% | 101,254 | $9.60M | Q2 2026 | Aug 14, 2026 |
| Cofg Advisors, Llc | Buy | +17,013 | — | 17,013 | $1.61M | Q2 2026 | Aug 14, 2026 |
| Two Sigma Investments, Lp | Buy | +14,400 | — | 14,400 | $1.37M | Q2 2026 | Aug 14, 2026 |
| Ifg Advisory, Llc | Buy | +11,725 | — | 11,725 | $1.11M | Q2 2026 | Aug 14, 2026 |
| Rockbridge Investment Management, Lcc | Sell | -9,559 | -13.9% | 59,090 | $5.60M | Q2 2026 | Aug 14, 2026 |
| Osaic Holdings, Inc. | Buy | +6,725 | +13.7% | 55,878 | $5.30M | Q2 2026 | Aug 14, 2026 |
| Royal Bank Of Canada | Sell | -4,443 | -9.2% | 43,698 | $4.14M | Q2 2026 | Aug 14, 2026 |
| Wcg Wealth Advisors Llc | Buy | +2,912 | +1.2% | 251,674 | $23.87M | Q2 2026 | Aug 14, 2026 |
| &Partners | Buy | +2,551 | +67.0% | 6,360 | $603.21K | Q2 2026 | Aug 14, 2026 |
Frequently asked questions about MDYV activity
Which institutional owners are buying MDYV?
Institutional owners buying MDYV include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in MDYV activity?
"Buy" means an investor increased their reported position in MDYV compared to the prior reporting period. This reflects growing exposure to SPDR S&P 400 MID CAP VALUE E (MDYV) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in MDYV increasing?
Institutional interest in MDYV can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.