Who Owns State Street SPDR S&P 400 Mid Cap Value ETF (MDYV)?Hedge Fund & Institutional Holders

$84.09-0.18 (-0.21%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

—

QoQ Change in Holders

+12 / -0

Price History

$66.87$73.28$79.70$86.12$92.53Sep 24Jun 25Mar 26

MDYV — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Avantax Planning Partners, Inc.New Position+893K+$75.0B
FAS Wealth Partners, Inc.New Position+611K+$51.7B
Klingman & Associates, LLCNew Position+371K+$31.4B
First Pacific FinancialNew Position+370K+$31.3B
GHP Investment Advisors, Inc.New Position+282K+$23.8B
JONES FINANCIAL COMPANIES LLLPNew Position+234K+$19.0B
Rodgers & Associates, LTDNew Position+220K+$18.6B
WCG Wealth Advisors LLCIncreased+157K+$13.4B
BALANCED WEALTH GROUP LLCNew Position+157K+$13.1B
Private Wealth Management Group, LLCNew Position+123K+$10.4B
ALESCO ADVISORS LLCNew Position+116K+$9.8B
COMMONWEALTH EQUITY SERVICES, LLCNew Position+108K+$9.0B
BANK OF AMERICA CORP /DE/Increased+53K+$9.0B
MONECO ADVISORS, LLCNew Position+89K+$7.6B
Lutz Financial Services LLCIncreased+57K+$5.7B

MDYV — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
NorthRock Partners, LLCDecreased-17K-$110.0B
Financial Engines Advisors L.L.C.Decreased-25K-$106.6B
STIFEL FINANCIAL CORPDecreased-318K-$26.8B
CONFLUENCE INVESTMENT MANAGEMENT LLCDecreased-110K-$9.1B
Avior Wealth Management, LLCDecreased-2K-$6.2B
OSAIC HOLDINGS, INC.Decreased-49K-$5.1B
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CODecreased-49K-$4.6B
IHT Wealth Management, LLCDecreased-41K-$4.1B
Prism Advisors, Inc.Decreased-43K-$3.5B
JPMORGAN CHASE & CODecreased-11K-$2.7B
WALLER FINANCIAL PLANNING GROUP, INCDecreased-32K-$2.6B
Brookstone Capital ManagementDecreased-134-$2.4B
CAPTRUST FINANCIAL ADVISORSDecreased-1K-$2.3B
GREAT VALLEY ADVISOR GROUP, INC.Decreased-114-$1.7B
MAI Capital ManagementDecreased-103-$1.4B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Avantax Planning Partners, Inc.893,442$75.0B2.10%Share
2Lutz Financial Services LLC783,438$66.3B4.51%Share
3FAS Wealth Partners, Inc.610,840$51.7B3.34%Share
4WELLS FARGO & COMPANY/MN386,565$32.0B5.83%Share
5Klingman & Associates, LLC371,154$31.4B1.52%Share
6First Pacific Financial369,750$31.3B4.09%Share
7FIRST NATIONAL TRUST CO361,113$30.0B1.00%Share
8Convergence Financial, LLC306,362$25.9B3.78%Share
9Equitable Holdings, Inc.283,888$24.0B164.08%Share
10GHP Investment Advisors, Inc.281,407$23.8B0.98%Share
11STIFEL FINANCIAL CORP253,822$21.0B18.89%Share
12WCG Wealth Advisors LLC240,820$20.4B0.57%Share
13Asset Dedication, LLC232,310$19.7B1.29%Share
14GOLDMAN SACHS GROUP INC224,485$19.0B2.34%Share
15Rodgers & Associates, LTD220,040$18.6B1.89%Share
16JONES FINANCIAL COMPANIES LLLP215,454$18.0B10.97%Share
17MERCER GLOBAL ADVISORS INC /ADV203,268$17.0B25.91%Share
18BALANCED WEALTH GROUP LLC156,582$13.1B4.80%Share
19IHT Wealth Management, LLC139,895$11.0B0.27%Share
20Marathon Mission, Inc.123,862$10.5B6.06%Share
21Private Wealth Management Group, LLC122,379$10.4B2.77%Share
22AMERIPRISE FINANCIAL INC120,829$10.0B2.26%Share
23ALESCO ADVISORS LLC115,831$9.8B0.25%Share
24CARY STREET PARTNERS FINANCIAL LLC115,078$9.7B0.24%Share
25COMMONWEALTH EQUITY SERVICES, LLC107,980$9.0B12.00%Share
26Prestige Wealth Management Group LLC97,049$8.2B1.57%Share
27CAPITAL WEALTH MANAGEMENT, LLC90,908$7.7B2.49%Share
28MONECO ADVISORS, LLC89,334$7.6B0.60%Share
29Private Advisor Group, LLC85,592$7.0B32.93%Share
30WELLS FARGO & COMPANY/MN87,828$7.0B1.27%Share
31CONFLUENCE INVESTMENT MANAGEMENT LLC77,720$6.6B98.58%Share
32SAGE FINANCIAL GROUP INC73,545$6.2B0.41%Share
33Rockbridge Investment Management, LCC72,165$6.1B0.57%Share
34May Barnhard Investments LLC67,812$5.7B2.71%Share
35BANK OF AMERICA CORP /DE/60,842$5.0B0.36%Share
36Gladstone Institutional Advisory LLC60,691$5.0B0.19%Share
37RAYMOND JAMES FINANCIAL INC67,629$5.0B1.56%Share
38RTD Financial Advisors, Inc.54,965$4.7B0.57%Share
39Koss-Olinger Consulting, LLC50,980$4.3B0.33%Share
40Marotta Asset Management49,377$4.2B0.77%Share
41Canandaigua National Trust Co of Florida46,834$4.0B2.48%Share
42Wealthcare Advisory Partners LLC46,141$3.9B76.71%Share
43BAILARD, INC.45,157$3.8B0.08%Share
44Montz Harcus Wealth Management LLC44,963$3.8B1.54%Share
45UBS Group AG44,824$3.8B0.62%Share
46Geneos Wealth Management Inc.44,188$3.7B0.09%Share
47AQR CAPITAL MANAGEMENT LLC39,973$3.0B1.57%Share
48ROYAL BANK OF CANADA40,740$3.0B0.49%Share
49Steward Partners Investment Advisory, LLC37,236$3.0B16.45%Share
50OSAIC HOLDINGS, INC.45,135$3.0B4.38%Share

MDYV Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025369$861.8B+176
Q3 2025193$898.2B-148
Q2 2025341$1.5T-21
Q1 2025362$1.6T+63
Q4 2024299$27.3T+70
Q3 2024229$176.3T+2
Q2 2024227$28.7T+2
Q1 2024225$710.6T—

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As of Q4 2025, 50 institutional investors hold MDYV (State Street SPDR S&P 400 Mid Cap Value ETF). The largest holder is Avantax Planning Partners, Inc. with $75.0B in shares. This quarter, 12 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own MDYV?

As of Q4 2025, 50 institutional investors report holding MDYV (State Street SPDR S&P 400 Mid Cap Value ETF) in their 13F filings.

Who is the largest institutional holder of MDYV?

The largest institutional holder of MDYV is Avantax Planning Partners, Inc. with $75.0B in shares.

Is institutional ownership of MDYV increasing or decreasing?

This quarter, 12 institutions opened new positions in MDYV and 0 closed their positions.