MDYV Institutional Ownership
State Street SPDR S&P 400 Mid Cap Value ETF
1W: -0.0%
1M: -4.4%
3M: -4.4%
YTD: +5.4%
1Y: +7.7%
3Y: +46.1%
5Y: +45.0%
$90.22
+0.82 (+0.92%)
Weekly Expected Move ±1.5%
$87
$89
$90
$92
$93
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MDYV
402
Institutional Holders
-3 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
27
New Positions
122
Increased
171
Reduced
17
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (429 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NorthRock Partners, LLC | 1,427,030 | $129M | +83,282 | +6.2% | 29Q | SEC ↗ |
| 2 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 1,245,164 | $112M | -40,551 | -3.2% | 14Q | SEC ↗ |
| 3 | Financial Engines Advisors L.L.C. | 1,229,181 | $111M | +31,591 | +2.6% | 36Q | SEC ↗ |
| 4 | LPL Financial LLC | 1,221,358 | $110M | +141,132 | +13.1% | 53Q | SEC ↗ |
| 5 | AE Wealth Management LLC | 1,051,996 | $95M | +91,417 | +9.5% | 16Q | SEC ↗ |
| 6 | Avantax Planning Partners, Inc. | 952,267 | $86M | +33,999 | +3.7% | 39Q | SEC ↗ |
| 7 | Lutz Financial Services LLC | 829,586 | $75M | +23,727 | +2.9% | 30Q | SEC ↗ |
| 8 | MORGAN STANLEY | 671,315 | $61M | -54,789 | -7.5% | 60Q | SEC ↗ |
| 9 | FAS Wealth Partners, Inc. | 659,887 | $60M | +34,679 | +5.5% | 43Q | SEC ↗ |
| 10 | Pacific Life Fund Advisors LLC NEW | 598,104 | $54M | — | +0.0% | 1Q | SEC ↗ |
| 11 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 499,862 | $45M | -5,037 | -1.0% | 2Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 424,047 | $38M | +13,998 | +3.4% | 27Q | SEC ↗ |
| 13 | Convergence Financial, LLC | 422,035 | $38M | -179,243 | -29.8% | 19Q | SEC ↗ |
| 14 | CANANDAIGUA NATIONAL CORP NEW | 421,045 | $38M | — | +0.0% | 1Q | SEC ↗ |
| 15 | Equitable Holdings, Inc. | 401,007 | $36M | +32,000 | +8.7% | 27Q | SEC ↗ |
| 16 | First National Trust Co | 390,832 | $35M | +8,145 | +2.1% | 38Q | SEC ↗ |
| 17 | First Pacific Financial | 366,314 | $33M | -762 | -0.2% | 24Q | SEC ↗ |
| 18 | CANANDAIGUA NATIONAL BANK & TRUST CO NEW | 354,651 | $32M | — | +0.0% | 1Q | SEC ↗ |
| 19 | WELLS FARGO & COMPANY/MN | 352,068 | $32M | -97,439 | -21.7% | 65Q | SEC ↗ |
| 20 | Klingman & Associates, LLC | 340,538 | $31M | -29,321 | -7.9% | 30Q | SEC ↗ |
| 21 | JONES FINANCIAL COMPANIES LLLP | 300,102 | $27M | +31,883 | +11.9% | 17Q | SEC ↗ |
| 22 | HighTower Advisors, LLC | 294,533 | $27M | -13,804 | -4.5% | 37Q | SEC ↗ |
| 23 | GHP Investment Advisors, Inc. | 289,767 | $26M | +4,717 | +1.7% | 43Q | SEC ↗ |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | 259,036 | $23M | +52,369 | +25.3% | 24Q | SEC ↗ |
| 25 | WCG Wealth Advisors LLC | 251,674 | $23M | +2,912 | +1.2% | 17Q | SEC ↗ |
| 26 | Rodgers & Associates, LTD | 220,077 | $20M | +1,170 | +0.5% | 23Q | SEC ↗ |
| 27 | CWM, LLC | 198,943 | $18M | -2,442 | -1.2% | 18Q | SEC ↗ |
| 28 | MML INVESTORS SERVICES, LLC | 183,769 | $17M | +9,635 | +5.5% | 35Q | SEC ↗ |
| 29 | ERn Financial, LLC | 171,098 | $15M | +1,666 | +1.0% | 31Q | SEC ↗ |
| 30 | Asset Dedication, LLC | 147,248 | $13M | -4,078 | -2.7% | 43Q | SEC ↗ |
| 31 | SIGNET FINANCIAL MANAGEMENT, LLC | 129,387 | $12M | -3,173 | -2.4% | 34Q | SEC ↗ |
| 32 | MONECO ADVISORS, LLC | 128,203 | $12M | +10,251 | +8.7% | 14Q | SEC ↗ |
| 33 | Summit Financial, LLC | 127,043 | $11M | -2,150 | -1.7% | 2Q | SEC ↗ |
| 34 | Marathon Mission, Inc. | 125,387 | $11M | +2,391 | +1.9% | 13Q | SEC ↗ |
| 35 | CARY STREET PARTNERS FINANCIAL LLC | 113,117 | $10M | -616 | -0.5% | 7Q | SEC ↗ |
| 36 | Private Advisor Group, LLC | 111,718 | $10M | +18,175 | +19.4% | 25Q | SEC ↗ |
| 37 | Private Wealth Management Group, LLC | 110,488 | $10M | -6,428 | -5.5% | 11Q | SEC ↗ |
| 38 | Alesco Advisors, LLC, An ESL Co | 109,916 | $10M | -438 | -0.4% | 39Q | SEC ↗ |
| 39 | BANK OF AMERICA CORP /DE | 107,601 | $10M | -34,209 | -24.1% | 15Q | SEC ↗ |
| 40 | Mariner, LLC | 105,171 | $9M | -15,047 | -12.5% | 35Q | SEC ↗ |
| 41 | CAPITAL WEALTH MANAGEMENT, LLC | 101,953 | $9M | +4,401 | +4.5% | 21Q | SEC ↗ |
| 42 | GOLDMAN SACHS GROUP INC | 101,254 | $9M | +17,304 | +20.6% | 15Q | SEC ↗ |
| 43 | Savant Capital, LLC | 100,990 | $9M | +50,413 | +99.7% | 2Q | SEC ↗ |
| 44 | COMMONWEALTH EQUITY SERVICES, LLC | 96,529 | $9M | -24,590 | -20.3% | 35Q | SEC ↗ |
| 45 | Prestige Wealth Management Group LLC | 95,461 | $9M | +716 | +0.8% | 31Q | SEC ↗ |
| 46 | MISSION WEALTH MANAGEMENT, LP | 91,455 | $8M | +87,689 | +2328.4% | 2Q | SEC ↗ |
| 47 | AMERIPRISE FINANCIAL INC | 88,357 | $8M | +11,309 | +14.7% | 16Q | SEC ↗ |
| 48 | JNBA Financial Advisors | 85,995 | $8M | -2,617 | -3.0% | 31Q | SEC ↗ |
| 49 | RAYMOND JAMES FINANCIAL INC | 78,497 | $7M | -1,583 | -2.0% | 7Q | SEC ↗ |
| 50 | IAG Wealth Partners, LLC | 77,644 | $7M | -3,269 | -4.0% | 26Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Pacific Life Fund Advisors LLC | 598,104 | $54M |
| CANANDAIGUA NATIONAL CORP | 421,045 | $38M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 354,651 | $32M |
| CITADEL ADVISORS LLC | 25,770 | $2M |
| Richmond Brothers, Inc. | 22,681 | $2M |
| COFG Advisors, LLC | 17,013 | $2M |
| TWO SIGMA INVESTMENTS, LP | 14,400 | $1M |
| IFG Advisory, LLC | 11,725 | $1M |
| Global Retirement Partners, LLC | 11,167 | $1M |
| Mosley Wealth Management | 7,804 | $704K |
| ZENITH SOLUTIONS, INC. | 4,787 | $432K |
| Beacon Pointe Advisors, LLC | 3,034 | $274K |
| Rockwood Wealth Management, LLC | 2,901 | $262K |
| Savvy Advisors, Inc. | 2,509 | $226K |
| Modern Wealth Management, LLC | 2,489 | $225K |
| HB Wealth Management, LLC | 2,397 | $216K |
| McNaughton Wealth Management, LLC | 2,323 | $210K |
| Diversify Advisory Services, LLC | 2,315 | $209K |
| Embree Financial Group | 2,260 | $204K |
| APPLETON PARTNERS INC/MA | 2,214 | $200K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| IHT Wealth Management, LLC | 139,895 | $13M |
| BENJAMIN EDWARDS INC | 38,100 | $3M |
| WealthTrak Capital Management LLC | 30,986 | $3M |
| Mach-1 Financial Group, LLC | 19,036 | $2M |
| Pinnacle Family Advisors, LLC | 12,815 | $1M |
| Orion Porfolio Solutions, LLC | 9,647 | $870K |
| Net Worth Advisory Group | 8,549 | $771K |
| Global Assets Advisory, LLC | 8,513 | $768K |
| CONFLUENCE INVESTMENT MANAGEMENT LL | 7,972 | $719K |
| SOL Capital Management CO | 7,800 | $704K |
| SFG Wealth Management, LLC. | 6,513 | $588K |
| WealthPLAN Partners, LLC | 4,899 | $442K |
| KMG FIDUCIARY PARTNERS, LLC | 4,848 | $437K |
| MOTIVE WEALTH ADVISORS | 4,591 | $414K |
| Falcon Wealth Planning | 4,244 | $383K |
| COGENT STRATEGIC WEALTH LLC | 3,719 | $336K |
| Alta Wealth Advisors LLC | 2,955 | $267K |
| DRW Securities, LLC | 2,546 | $230K |
| BREAKTHRU ADVISORY SERVICES, LLC | 2,540 | $229K |
| Capital Advisory Group Advisory Ser | 2,440 | $220K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Convergence Financial, LLC | -179,243 | -29.8% | 422,035 |
| BALANCED WEALTH GROUP LLC | -104,358 | -64.8% | 56,763 |
| WELLS FARGO & COMPANY/MN | -97,439 | -21.7% | 352,068 |
| WealthShield Partners, LLC | -87,637 | -99.4% | 536 |
| McAdam, LLC | -85,137 | -59.7% | 57,471 |
| MORGAN STANLEY | -54,789 | -7.5% | 671,315 |
| BNP PARIBAS FINANCIAL MARKETS | -49,988 | -100.0% | 12 |
| Independent Advisor Alliance | -41,537 | -87.5% | 5,932 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -40,551 | -3.2% | 1,245,164 |
| BANK OF AMERICA CORP /DE | -34,209 | -24.1% | 107,601 |
| Klingman & Associates, LLC | -29,321 | -7.9% | 340,538 |
| STIFEL FINANCIAL CORP | -27,428 | -47.9% | 29,779 |
| COMMONWEALTH EQUITY SERVICES, LLC | -24,590 | -20.3% | 96,529 |
| Koss-Olinger Consulting, LLC | -18,855 | -59.5% | 12,812 |
| Mariner, LLC | -15,047 | -12.5% | 105,171 |
| HighTower Advisors, LLC | -13,804 | -4.5% | 294,533 |
| Kestra Advisory Services, LLC | -12,154 | -49.0% | 12,634 |
| Rockbridge Investment Management, L | -9,559 | -13.9% | 59,090 |
| Allworth Financial LP | -8,332 | -66.6% | 4,174 |
| Private Wealth Management Group, LL | -6,428 | -5.5% | 110,488 |