Who Owns MDYV?
State Street SPDR S&P 400 Mid Cap Value ETF — Institutional Ownership & 13F Holdings
$90.77
-0.17 (-0.19%)
Market Cap
$2.6B
Shares Outstanding
26,562,787
Institutional Holders
362
Total Inst. Value
$1.6B
% of Float Held
—
QoQ Holder Change
+137
Institutional data as of Q1 2025
New Positions
93
Closed Positions
30
Increased
102
Decreased
118
Institutional Ownership Trend
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $194.1M | 2,519,657 |
| 2 | NorthRock Partners, LLC | $102.3M | 1,328,221 |
| 3 | Financial Engines Advisors L.L.C. | $99.5M | 1,290,872 |
| 4 | MORGAN STANLEY | $55.8M | 724,498 |
| 5 | Lutz Financial Services LLC | $54.2M | 703,995 |
| 6 | STIFEL FINANCIAL CORP | $51.5M | 668,705 |
| 7 | TIAA TRUST, NATIONAL ASSOCIATION | $46.3M | 601,299 |
| 8 | BENJAMIN EDWARDS INC | $43.7M | 566,659 |
| 9 | AE Wealth Management LLC | $43.0M | 558,043 |
| 10 | FAS Wealth Partners, Inc. | $42.9M | 556,287 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| MORGAN STANLEY | +128K | $55.8M |
| Lutz Financial Services LLC | +9K | $54.2M |
| AE Wealth Management LLC | +62K | $43.0M |
| FAS Wealth Partners, Inc. | +8K | $42.9M |
| WELLS FARGO & COMPANY/MN | +12K | $37.9M |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | -3.8M | $194.1M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | -968K | $2.4M |
| Strategic Financial Concepts, LLC | -468K | $476K |
| Kestra Advisory Services, LLC | -381K | $14K |
| TIAA TRUST, NATIONAL ASSOCIATION | -210K | $46.3M |
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Frequently Asked Questions
How many institutional investors hold MDYV?
As of Q1 2025, 362 institutional investors report holding MDYV (State Street SPDR S&P 400 Mid Cap Value ETF) in their 13F filings.
Which hedge fund owns the most MDYV?
The largest institutional holder of MDYV is WEALTH ENHANCEMENT ADVISORY SERVICES, LLC with $194.1M in shares.
Are institutions buying or selling MDYV?
This quarter, 93 institutions opened new positions in MDYV and 30 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.