SS SPDR S&P 400 MC VAL ETF MDYV
$94.29
-0.0% 52w: $76.22 – $94.85
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data76.2285.5494.85
Jun 20, 2025 Jul 2, 2026
Institutional holders
375
-4 QoQ
13F value
$1.85B
-1.4% QoQ
Smart-money holders
3
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
2.0×
$15K calls / $8K puts
Institutional value by quarter
Number of holders
Who owns MDYV?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| NorthRock Partners, LLC | Wealth advisor | 1.3M | $114.4M | 1.8% | +3.1% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 1.3M | $110.1M | 0.2% | -37.7% |
| Financial Engines Advisors L.L.C. | Wealth advisor | 1.2M | $102.0M | 0.2% | -4.5% |
| LPL Financial LLC | Bank broker | 1.1M | $92.0M | 0.0% | +2.5% |
| AE Wealth Management LLC | Wealth advisor | 960.6K | $81.8M | 0.4% | +11.9% |
| Avantax Planning Partners, Inc. | Wealth advisor | 918.3K | $78.2M | 2.1% | +2.8% |
| Lutz Financial Services LLC | Wealth advisor | 805.9K | $68.6M | 4.6% | +2.9% |
| MORGAN STANLEY | Bank broker | 726.1K | $61.8M | 0.0% | +12.8% |
| Equitable Holdings, Inc. | Wealth advisor | 369.0K | $60.4M | 0.4% | +24.5% |
| FAS Wealth Partners, Inc. | Wealth advisor | 625.2K | $53.2M | 3.3% | +2.4% |
| Convergence Financial, LLC | Wealth advisor | 601.3K | $51.4M | 5.4% | +96.3% |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 504.9K | $43.0M | 0.2% | — |
| WELLS FARGO & COMPANY/MN | Bank broker | 449.5K | $38.3M | 0.0% | -5.2% |
| CANANDAIGUA NATIONAL CORP | Other | 421.0K | $35.9M | 3.2% | — |
| Cetera Investment Advisers | Wealth advisor | 410.0K | $34.9M | 0.0% | +7.5% |
| First National Trust Co | Other | 382.7K | $32.6M | 1.1% | +5.9% |
| Klingman & Associates, LLC | Wealth advisor | 369.9K | $31.5M | 1.5% | -0.3% |
| First Pacific Financial | Wealth advisor | 367.1K | $31.3M | 4.0% | -0.7% |
| HighTower Advisors, LLC | Diversified mechanical | 308.3K | $26.3M | 0.0% | -1.8% |
| GHP Investment Advisors, Inc. | Diversified mechanical | 285.1K | $24.3M | 1.0% | +1.2% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 268.2K | $22.4M | 0.0% | +14.8% |
| WCG Wealth Advisors LLC | Wealth advisor | 248.8K | $21.2M | 0.6% | +3.3% |
| Rodgers & Associates, LTD | Wealth advisor | 218.9K | $18.6M | 1.9% | -0.5% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 206.7K | $17.6M | 0.0% | +1.7% |
| CWM, LLC | Wealth advisor | 198.9K | $16.9M | 0.0% | -1.2% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 174.1K | $14.8M | 0.0% | +7.0% |
| ERn Financial, LLC | Wealth advisor | 169.4K | $14.4M | 2.7% | -3.6% |
| BALANCED WEALTH GROUP LLC | Wealth advisor | 161.1K | $13.7M | 4.9% | +2.9% |
| Asset Dedication, LLC | Wealth advisor | 151.3K | $12.9M | 0.9% | -34.9% |
| McAdam, LLC | Wealth advisor | 142.6K | $12.1M | 0.5% | -3.7% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 141.8K | $12.1M | 0.0% | +12.3% |
| SIGNET FINANCIAL MANAGEMENT, LLC | Wealth advisor | 129.4K | $11.0M | 1.2% | -2.4% |
| Summit Financial, LLC | Wealth advisor | 129.2K | $11.0M | 0.1% | New |
| Marathon Mission, Inc. | Wealth advisor | 123.0K | $10.5M | 6.1% | -0.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 121.1K | $10.3M | 0.0% | +12.2% |
| Mariner, LLC | Diversified mechanical | 120.2K | $10.2M | 0.0% | -5.9% |
| MONECO ADVISORS, LLC | Wealth advisor | 118.0K | $10.0M | 0.8% | +32.0% |
| Private Wealth Management Group, LLC | Wealth advisor | 116.9K | $10.0M | 2.6% | -4.9% |
| CARY STREET PARTNERS FINANCIAL LLC | Wealth advisor | 113.7K | $9.7M | 0.2% | -1.4% |
| Alesco Advisors, LLC, An ESL Co | Wealth advisor | 110.4K | $9.4M | 0.2% | -4.7% |
| CAPITAL WEALTH MANAGEMENT, LLC | Wealth advisor | 97.6K | $8.3M | 2.2% | +7.3% |
| Prestige Wealth Management Group LLC | Wealth advisor | 94.7K | $8.1M | 1.6% | -2.4% |
| Private Advisor Group, LLC | Wealth advisor | 93.5K | $8.0M | 0.0% | +9.3% |
| JNBA Financial Advisors | Wealth advisor | 88.6K | $7.5M | 0.6% | -10.5% |
| WealthShield Partners, LLC | Wealth advisor | 88.2K | $7.5M | 0.8% | +1.4% |
| GOLDMAN SACHS GROUP INC | Bank broker | 84.0K | $7.1M | 0.0% | -63.9% |
| IAG Wealth Partners, LLC | Wealth advisor | 80.9K | $6.9M | 0.8% | -3.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 80.1K | $6.8M | 0.0% | +4.2% |
| AMERIPRISE FINANCIAL INC | Bank broker | 77.0K | $6.6M | 0.0% | -36.8% |
| SAGE FINANCIAL GROUP INC | Wealth advisor | 73.3K | $6.2M | 0.4% | -0.3% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.