MDYV · State Street(R) SPDR(R) S & P 400(TM) Mid Cap Value ETF ETF
$95.15
+0.19 (+0.20%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $2,739,077
Total Shares: 28,878
Institutional Ownership Trend
26 quarters
Holder Concentration
Across 3 13F filers · Δ vs Mar 31, 2026Top Holder
89.2%
+82.8 pts
Top 5
100.0%
+71.8 pts
Top 10
100.0%
+54.7 pts
HHI
8,030
Highly concentrated+7,761
Quarterly Activity
vs Mar 31, 2026
New
1
Increased
0
Decreased
1
Sold Out
373
Unchanged
1
Holder count:
-372
Institutional value:
-99.8%
Shares held:
-99.9%
Top Buyers
vs Mar 31, 2026No qualifying movers this quarter.
Top Sellers
vs Mar 31, 2026| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Large Corient Private Wealth LLC | −238 | 2,160 |
Top New Positions
vs Mar 31, 2026| Institution | Acquired | Value (USD) | Open |
|---|---|---|---|
| Mega CITADEL ADVISORS LLC | 25,770 | $2,444,284 |
Top Sold-Out Positions
vs Mar 31, 2026| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Mid NorthRock Partners, LLC | 1,343,748 | $114,420,142 | |
| Large WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 1,285,715 | $109,478,632 | |
| Small Financial Engines Advisors L.L.C. | 1,197,590 | $101,974,788 | |
| Mega LPL Financial LLC | 1,080,226 | $91,981,243 | |
| Large AE Wealth Management LLC | 960,579 | $81,793,274 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega CITADEL ADVISORS LLC MDYV | $2,444,284 | 89.24% | 25,770 | Shares | 2026-09-02 | |
| Large Corient Private Wealth LLC MDYV | $204,876 | 7.48% | 2,160 | Shares | 2026-08-27 | |
| Small TUCKER ASSET MANAGEMENT LLC MDYV | $89,917 | 3.28% | 948 | Shares | 2026-08-27 |