Who owns MDYV?
State Street SPDR S&P 400 Mid Cap Value ETF · State Street
384 institutions reported holding MDYV, worth $2.0B, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of MDYV
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| NorthRock Partners, LLC | Minneapolis, MN | $135.4M | 1,427,030 | +83,282 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $117.1M | 1,245,164 | −40,551 shares |
| Financial Engines Advisors L.L.C. | Santa Clara, CA | $116.6M | 1,229,181 | +31,591 shares |
| LPL Financial LLC | Fort Mill, SC | $115.8M | 1,221,358 | +141,132 shares |
| AE Wealth Management LLC | Topeka, KS | $99.8M | 1,051,996 | +91,417 shares |
| Avantax Planning Partners, Inc. | Dubuque, IA | $90.3M | 952,267 | +33,999 shares |
| Lutz Financial Services LLC | Omaha, NE | $78.7M | 829,586 | +23,727 shares |
| Morgan Stanley | New York, NY | $63.7M | 671,315 | −54,789 shares |
| FAS Wealth Partners, Inc. | Leawood, KS | $62.6M | 659,887 | New position |
| Pacific Life Fund Advisors LLC | Newport Beach, CA | $56.7M | 598,104 | New position |
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
Similar ETFs
Compare what they hold: MDYV vs MDYG, MDYV vs TMSL, MDYV vs VIOO, MDYV vs BBMC.
Frequently asked questions
Who owns MDYV?
384 institutional managers reported holding MDYV in Form 13F filings for June 30, 2026, worth $2.0B in total. The largest reported position was held by NorthRock Partners, LLC, at $135.4M.
Did institutions buy or sell MDYV last quarter?
Reported 13F value rose 18.5% from March 31, 2026, which includes price moves as well as buying and selling. 34 firms reported a new position and 17 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is MDYV ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.