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 $1.95B 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 $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 $135.47M, representing an estimated gain of +0.08% 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 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
377
Total Reported Value
$1.95B
Largest Holder
Northrock Partners, Llc
Largest Position
$135.35M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
23
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 | $135,467,958 | +$114,160 | +0.08% | |
| Wealth Enhancement Advisory Services, Llc | 0.20% | 1,245,164 | $117,145,042 | $118,203,419 | +$1,058,377 | +0.90% | |
| Financial Engines Advisors L.L.C. | 0.21% | 1,229,181 | $116,587,818 | $116,686,152 | +$98,334 | +0.08% | |
| Lpl Financial Llc | 0.03% | 1,221,358 | $115,845,813 | $115,943,515 | +$97,702 | +0.08% | |
| Avantax Planning Partners, Inc. | 2.25% | 952,267 | $90,322,525 | $90,398,706 | +$76,181 | +0.08% | |
| Lutz Financial Services Llc | 4.79% | 829,586 | $78,686,283 | $78,752,599 | +$66,316 | +0.08% | |
| Morgan Stanley | 0.00% | 671,315 | $63,674,303 | $63,727,933 | +$53,630 | +0.08% | |
| Fas Wealth Partners, Inc. | 3.26% | 659,887 | $62,590,245 | $62,643,073 | +$52,828 | +0.08% | |
| Pacific Life Fund Advisors Llc | 6.24% | 598,104 | $56,730,164 | $56,778,013 | +$47,849 | +0.08% | |
| Tiaa-Cref Individual & Institutional Services, Llc | 0.16% | 499,862 | $47,411,911 | $47,451,900 | +$39,989 | +0.08% | |
| Cetera Investment Advisers | 0.04% | 424,047 | $40,220,893 | $40,254,782 | +$33,889 | +0.08% | |
| Convergence Financial, Llc | 3.18% | 422,035 | $40,029,987 | $40,063,783 | +$33,796 | +0.08% | |
| Equitable Holdings, Inc. | 0.23% | 401,007 | $37,868,207 | $38,067,595 | +$199,388 | +0.53% | |
| First National Trust Co | 1.26% | 390,832 | $37,070,414 | $37,101,682 | +$31,268 | +0.08% | |
| Canandaigua National Corp | 3.21% | 421,045 | $35,851,982 | $39,969,802 | +$4,117,820 | +11.49% | |
| First Pacific Financial | 4.14% | 366,314 | $34,744,860 | $34,774,188 | +$29,328 | +0.08% | |
| Wells Fargo & Company/Mn | 0.01% | 352,068 | $33,393,628 | $33,421,815 | +$28,187 | +0.08% | |
| Klingman & Associates, Llc | 1.38% | 340,538 | $32,300,019 | $32,327,272 | +$27,253 | +0.08% | |
| Jones Financial Companies Lllp | 0.01% | 300,102 | $28,343,433 | $28,488,683 | +$145,250 | +0.51% | |
| Hightower Advisors, Llc | 0.03% | 294,533 | $27,936,429 | $27,960,018 | +$23,589 | +0.08% | |
| Ghp Investment Advisors, Inc. | 1.01% | 289,767 | $27,484,349 | $27,507,581 | +$23,232 | +0.08% | |
| Mercer Global Advisors Inc | 0.03% | 259,036 | $24,569,561 | $24,590,287 | +$20,726 | +0.08% | |
| Wcg Wealth Advisors Llc | 0.57% | 251,674 | $23,871,196 | $23,891,413 | +$20,217 | +0.08% | |
| Rodgers & Associates, Ltd | 1.89% | 220,077 | $20,874,311 | $20,891,910 | +$17,599 | +0.08% | |
| Mml Investors Services, Llc | 0.04% | 183,769 | $17,430,456 | $17,445,191 | +$14,735 | +0.08% | |
| Cwm, Llc | 0.04% | 198,943 | $16,939,966 | $18,885,659 | +$1,945,693 | +11.49% | |
| Ern Financial, Llc | 2.69% | 171,098 | $16,228,617 | $16,242,333 | +$13,716 | +0.08% | |
| Asset Dedication, Llc | 0.88% | 147,248 | $13,966,441 | $13,978,253 | +$11,812 | +0.08% | |
| Moneco Advisors, Llc | 0.74% | 128,203 | $12,160,077 | $12,170,311 | +$10,234 | +0.08% | |
| Summit Financial, Llc | 0.13% | 127,043 | $12,050,041 | $12,060,192 | +$10,151 | +0.08% | |
| Marathon Mission, Inc. | 5.94% | 125,387 | $11,892,938 | $11,902,988 | +$10,050 | +0.08% | |
| Signet Financial Management, Llc | 1.24% | 129,387 | $11,017,303 | $12,282,708 | +$1,265,405 | +11.49% | |
| Cary Street Partners Financial Llc | 0.23% | 113,117 | $10,729,141 | $10,738,197 | +$9,056 | +0.08% | |
| Private Advisor Group, Llc | 0.05% | 111,718 | $10,596,442 | $10,605,390 | +$8,948 | +0.08% | |
| Private Wealth Management Group, Llc | 2.43% | 110,488 | $10,479,788 | $10,488,626 | +$8,838 | +0.08% | |
| Alesco Advisors, Llc, An Esl Co | 0.24% | 109,916 | $10,425,507 | $10,434,326 | +$8,819 | +0.08% | |
| Bank Of America Corp | 0.00% | 107,601 | $10,205,915 | $10,214,563 | +$8,648 | +0.08% | |
| Mariner, Llc | 0.01% | 105,171 | $9,975,514 | $9,983,883 | +$8,369 | +0.08% | |
| Capital Wealth Management, Llc | 2.33% | 101,953 | $9,670,259 | $9,678,398 | +$8,139 | +0.08% | |
| Goldman Sachs Group Inc | 0.00% | 101,254 | $9,603,942 | $9,612,042 | +$8,100 | +0.08% | |
| Commonwealth Equity Services, Llc | 0.01% | 96,529 | $9,155,810 | $9,163,498 | +$7,688 | +0.08% | |
| Savant Capital, Llc | 0.03% | 100,990 | $9,089,146 | $9,586,981 | +$497,835 | +5.48% | |
| Prestige Wealth Management Group Llc | 1.64% | 95,461 | $9,054,476 | $9,062,113 | +$7,637 | +0.08% | |
| Mission Wealth Management, Lp | 0.11% | 91,455 | $8,674,552 | $8,681,823 | +$7,271 | +0.08% | |
| Ameriprise Financial Inc | 0.00% | 88,357 | $8,395,351 | $8,387,730 | -$7,621 | -0.09% | |
| Jnba Financial Advisors | 0.62% | 85,995 | $8,156,644 | $8,163,505 | +$6,861 | +0.08% | |
| Raymond James Financial Inc | 0.00% | 78,497 | $7,445,515 | $7,451,720 | +$6,205 | +0.08% | |
| Iag Wealth Partners, Llc | 0.73% | 77,644 | $7,364,501 | $7,370,745 | +$6,244 | +0.08% | |
| Aqr Capital Management Llc | 0.00% | 74,338 | $7,050,912 | $7,056,906 | +$5,994 | +0.09% | |
| Sage Financial Group Inc | 0.39% | 73,395 | $6,961,516 | $6,967,387 | +$5,871 | +0.08% |
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.