Who Owns SPDR S&P 400 MID CAP VALUE (MDYV)? -- Institutional Holders (2026-06-30)

403 institutions reported holding $2.05B of SPDR S&P 400 MID CAP VALUE (MDYV) in SEC 13F filings for 2026-06-30. Largest institutional holders: NorthRock Partners, LLC ($135.4M), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ($117.1M), Financial Engines Advisors L.L.C. ($116.6M), LPL Financial LLC ($115.8M), AE Wealth Management LLC ($99.8M). Source: SEC Form 13F.

Rank	Institution	Value	Shares	Change
1	NorthRock Partners, LLC	$135.4M	1.4M	Added
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$117.1M	1.2M	Trimmed
3	Financial Engines Advisors L.L.C.	$116.6M	1.2M	Added
4	LPL Financial LLC	$115.8M	1.2M	Added
5	AE Wealth Management LLC	$99.8M	1.1M	Added
6	Avantax Planning Partners, Inc.	$90.3M	952,267	Added
7	Lutz Financial Services LLC	$78.7M	829,586	Added
8	MORGAN STANLEY	$63.7M	671,315	Trimmed
9	FAS Wealth Partners, Inc.	$62.6M	659,887	Added
10	Pacific Life Fund Advisors LLC	$56.7M	598,104	New
11	TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC	$47.4M	499,862	Trimmed
12	Cetera Investment Advisers	$40.2M	424,047	Added
13	Convergence Financial, LLC	$40.0M	422,035	Trimmed
14	Equitable Holdings, Inc.	$37.9M	401,007	Added
15	First National Trust Co	$37.1M	390,832	Added
16	First Pacific Financial	$34.7M	366,314	Trimmed
17	CANANDAIGUA NATIONAL BANK & TRUST CO	$33.6M	354,651	Trimmed
18	WELLS FARGO & COMPANY/MN	$33.4M	352,068	Trimmed
19	Klingman & Associates, LLC	$32.3M	340,538	Trimmed
20	JONES FINANCIAL COMPANIES LLLP	$28.3M	300,102	Added
21	HighTower Advisors, LLC	$27.9M	294,533	Trimmed
22	GHP Investment Advisors, Inc.	$27.5M	289,767	Added
23	MERCER GLOBAL ADVISORS INC /ADV	$24.6M	259,036	Added
24	WCG Wealth Advisors LLC	$23.9M	251,674	Added
25	Rodgers & Associates, LTD	$20.9M	220,077	Added

Source: SEC Form 13F filings · as of 2026-06-30