Who owns State Street SPDR S&P 400 Mid Cap Value ETF?
Institutional ownership of MDYV from SEC Form 13F filings across 226 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
226
13F holders
$1.31B
value, 2026 filers
49.6%
of shares outstanding (14.0M sh)
18
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of MDYV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | NorthRock Partners, LLC | 1.4M | $135.4M | 2.0% | 5.1% | +6.2% |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1.2M | $117.1M | 0.2% | 4.4% | -3.2% |
| 3 | LPL Financial LLC | 1.2M | $115.8M | 0.0% | 4.3% | +13.1% |
| 4 | AE Wealth Management LLC | 1.1M | $99.8M | 0.5% | 3.7% | +9.5% |
| 5 | Avantax Planning Partners, Inc. | 952,267 | $90.3M | 2.2% | 3.4% | +3.7% |
| 6 | MORGAN STANLEY | 671,315 | $63.7M | 0.0% | 2.4% | -7.5% |
| 7 | Cetera Investment Advisers | 424,047 | $40.2M | 0.0% | 1.5% | +3.4% |
| 8 | Convergence Financial, LLC | 422,035 | $40.0M | 3.2% | 1.5% | -29.8% |
| 9 | First National Trust Co | 390,832 | $37.1M | 1.3% | 1.4% | +2.1% |
| 10 | First Pacific Financial | 366,314 | $34.7M | 4.1% | 1.3% | -0.2% |
| 11 | WELLS FARGO & COMPANY/MN | 352,068 | $33.4M | 0.0% | 1.2% | -21.7% |
| 12 | JONES FINANCIAL COMPANIES LLLP | 300,102 | $28.3M | 0.0% | 1.1% | +11.9% |
| 13 | HighTower Advisors, LLC | 294,533 | $27.9M | 0.0% | 1% | -4.5% |
| 14 | GHP Investment Advisors, Inc. | 289,767 | $27.5M | 1.0% | 1% | +1.7% |
| 15 | MERCER GLOBAL ADVISORS INC /ADV | 259,036 | $24.6M | 0.0% | 0.9% | +25.3% |
| 16 | WCG Wealth Advisors LLC | 251,674 | $23.9M | 0.6% | 0.9% | +1.2% |
| 17 | MML INVESTORS SERVICES, LLC | 183,769 | $17.4M | 0.0% | 0.7% | +5.5% |
| 18 | Asset Dedication, LLC | 147,248 | $14.0M | 0.9% | 0.5% | -2.7% |
| 19 | MONECO ADVISORS, LLC | 128,203 | $12.2M | 0.7% | 0.5% | +8.7% |
| 20 | Summit Financial, LLC | 127,043 | $12.1M | 0.1% | 0.5% | -1.7% |
| 21 | CARY STREET PARTNERS FINANCIAL LLC | 113,117 | $10.7M | 0.2% | 0.4% | -0.5% |
| 22 | Private Wealth Management Group, LLC | 110,488 | $10.5M | 2.4% | 0.4% | -5.5% |
| 23 | BANK OF AMERICA CORP /DE/ | 107,601 | $10.2M | 0.0% | 0.4% | -24.1% |
| 24 | Mariner, LLC | 105,171 | $10.0M | 0.0% | 0.4% | -12.5% |
| 25 | GOLDMAN SACHS GROUP INC | 101,254 | $9.6M | 0.0% | 0.4% | +20.6% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.