Who owns State Street SPDR S&P 400 Mid Cap Value ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of MDYV from SEC Form 13F filings across 385 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.
As of the 2026-06-30 reporting period, 385 institutions disclosed 21.6M shares of State Street SPDR S&P 400 Mid Cap Value ETF worth $2.05B — about 76.6% of shares outstanding; the largest disclosed holder is NorthRock Partners, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
385
13F holders
$2.05B
value, 2026 filers
76.6%
of shares outstanding (21.6M sh)
36
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 | Financial Engines Advisors L.L.C. | 1.2M | $116.6M | 0.2% | 4.4% | +2.6% |
| 4 | LPL Financial LLC | 1.2M | $115.8M | 0.0% | 4.3% | +13.1% |
| 5 | AE Wealth Management LLC | 1.1M | $99.8M | 0.5% | 3.7% | +9.5% |
| 6 | Avantax Planning Partners, Inc. | 952,267 | $90.3M | 2.2% | 3.4% | +3.7% |
| 7 | Lutz Financial Services LLC | 829,586 | $78.7M | 4.8% | 2.9% | +2.9% |
| 8 | MORGAN STANLEY | 671,315 | $63.7M | 0.0% | 2.4% | -7.5% |
| 9 | FAS Wealth Partners, Inc.NEW | 659,887 | $62.6M | 3.3% | 2.3% | new |
| 10 | Pacific Life Fund Advisors LLCNEW | 598,104 | $56.7M | 6.2% | 2.1% | new |
| 11 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 499,862 | $47.4M | 0.2% | 1.8% | -1.0% |
| 12 | Cetera Investment Advisers | 424,047 | $40.2M | 0.0% | 1.5% | +3.4% |
| 13 | Convergence Financial, LLC | 422,035 | $40.0M | 3.2% | 1.5% | -29.8% |
| 14 | Equitable Holdings, Inc. | 401,007 | $37.9M | 0.2% | 1.4% | +8.7% |
| 15 | First National Trust Co | 390,832 | $37.1M | 1.3% | 1.4% | +2.1% |
| 16 | First Pacific Financial | 366,314 | $34.7M | 4.1% | 1.3% | -0.2% |
| 17 | CANANDAIGUA NATIONAL BANK & TRUST CONEW | 354,651 | $33.6M | 2.8% | 1.3% | new |
| 18 | WELLS FARGO & COMPANY/MN | 352,068 | $33.4M | 0.0% | 1.2% | -21.7% |
| 19 | Klingman & Associates, LLC | 340,538 | $32.3M | 1.4% | 1.2% | -7.9% |
| 20 | JONES FINANCIAL COMPANIES LLLP | 300,102 | $28.3M | 0.0% | 1.1% | +11.9% |
| 21 | HighTower Advisors, LLC | 294,533 | $27.9M | 0.0% | 1% | -4.5% |
| 22 | GHP Investment Advisors, Inc. | 289,767 | $27.5M | 1.0% | 1% | +1.7% |
| 23 | MERCER GLOBAL ADVISORS INC /ADV | 259,036 | $24.6M | 0.0% | 0.9% | +25.3% |
| 24 | WCG Wealth Advisors LLC | 251,674 | $23.9M | 0.6% | 0.9% | +1.2% |
| 25 | Rodgers & Associates, LTD | 220,077 | $20.9M | 1.9% | 0.8% | +0.5% |
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.