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.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Envestnet Asset Management IncBuy+8,827+18.0%57,733$5.48MQ2 2026Sep 23, 2026
Qrg Capital Management, Inc.Buy+897+15.6%6,636$629.42KQ2 2026Sep 23, 2026
Integrated Wealth Concepts LlcSell-31-0.9%3,506$332.58KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+25,770—25,770$2.44MQ2 2026Sep 02, 2026
Corient Private Wealth LlcSell-238-9.9%2,160$204.86KQ2 2026Aug 27, 2026
Rehmann Capital Advisory GroupSell-70-1.7%3,951$374.77KQ2 2026Aug 20, 2026
Mercer Global Advisors IncBuy+52,369+25.3%259,036$24.57MQ2 2026Aug 19, 2026
Kingsview Wealth Management, LlcSell-2,583-8.1%29,182$2.77MQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+3,034—3,034$287.77KQ2 2026Aug 18, 2026
Equitable Holdings, Inc.Buy+32,000+8.7%401,007$37.87MQ2 2026Aug 17, 2026
Redwood Investment Management, LlcBuy+6,410+9.0%77,308$7.33MQ2 2026Aug 17, 2026
Empowered Funds, LlcSell-240-0.6%40,359$3.83MQ2 2026Aug 17, 2026
Payne Capital Management, LlcBuy+32+0.1%22,067$2.09MQ2 2026Aug 17, 2026
Pure Financial Advisors, LlcBuy+9+0.1%14,433$1.37MQ2 2026Aug 17, 2026
Wells Fargo & Company/MnSell-97,439-21.7%352,068$33.39MQ2 2026Aug 14, 2026
Ameriprise Financial IncBuy+88,357—88,357$8.40MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+39,648+374.9%50,223$4.76MQ2 2026Aug 14, 2026
Bank Of America CorpSell-34,209-24.1%107,601$10.21MQ2 2026Aug 14, 2026
Aqr Capital Management LlcBuy+32,830+79.1%74,338$7.05MQ2 2026Aug 14, 2026
Jones Financial Companies LllpBuy+31,883+11.9%300,102$28.34MQ2 2026Aug 14, 2026
Financial Engines Advisors L.L.C.Buy+31,591+2.6%1,229,181$116.59MQ2 2026Aug 14, 2026
Goldman Sachs Group IncBuy+17,304+20.6%101,254$9.60MQ2 2026Aug 14, 2026
Cofg Advisors, LlcBuy+17,013—17,013$1.61MQ2 2026Aug 14, 2026
Two Sigma Investments, LpBuy+14,400—14,400$1.37MQ2 2026Aug 14, 2026
Ifg Advisory, LlcBuy+11,725—11,725$1.11MQ2 2026Aug 14, 2026
Rockbridge Investment Management, LccSell-9,559-13.9%59,090$5.60MQ2 2026Aug 14, 2026
Osaic Holdings, Inc.Buy+6,725+13.7%55,878$5.30MQ2 2026Aug 14, 2026
Royal Bank Of CanadaSell-4,443-9.2%43,698$4.14MQ2 2026Aug 14, 2026
Wcg Wealth Advisors LlcBuy+2,912+1.2%251,674$23.87MQ2 2026Aug 14, 2026
&PartnersBuy+2,551+67.0%6,360$603.21KQ2 2026Aug 14, 2026
Showing 30 of 322

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.

MDYV Institutional Ownership Changes and 13F Activity Q2 2026 | InsiderSet