MDYV

SS SPDR S&P 400 MC VAL ETF
USCUSIP 78464A839
Institutional Owners
96
+11 QoQ
13F Value Held
$658.6M
Insider Net · 180d
$0
0↑ 0↓
Recent Filings
0
Smart-money sentimentMixed
BearishBullish
13F funds (latest Q)47 adding · 36 trimming
Insider net (180d)+$0
Price history not yet available for MDYV.

Top institutional holders

96 13F filers
#FundPosition valueSharesLast moveAs of
1NorthRock Partners, LLC
$114.4M
1.34MAddedQ1 2026
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
$110.1M
1.29MReducedQ1 2026
3Financial Engines Advisors L.L.C.
$102.0M
1.20MReducedQ1 2026
4Avantax Planning Partners, Inc.
$78.2M
918.3KAddedQ1 2026
5TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
$43.0M
504.9KNewQ1 2026
6Klingman & Associates, LLC
$31.5M
369.9KReducedQ1 2026
7Equitable Holdings, Inc.
$30.2M
12.0KReducedQ1 2026
8CWM, LLC
$16.9M
198.9KReducedQ1 2026
9MML INVESTORS SERVICES, LLC
$14.8M
174.1KAddedQ1 2026
10McAdam, LLC
$12.1M
142.6KReducedQ1 2026
11Summit Financial, LLC
$11.0M
129.2KNewQ1 2026
12Private Advisor Group, LLC
$8.0M
93.5KAddedQ1 2026
13Pathstone Holdings, LLC
$5.9M
69.3KHeldQ1 2026
14Gladstone Institutional Advisory LLC
$5.5M
65.1KAddedQ1 2026
15Chicago Partners Investment Group LLC
$5.5M
60.5KNewQ1 2026
16Savant Capital, LLC
$4.3M
50.6KNewQ1 2026
17BAILARD, INC.
$3.8M
44.9KReducedQ1 2026
18Geneos Wealth Management Inc.
$3.7M
44.2KNewQ4 2025
19Wealthcare Advisory Partners LLC
$3.7M
43.8KReducedQ1 2026
20Cambria Investment Management, L.P.
$3.2M
37.5KReducedQ1 2026
21Modera Wealth Management, LLC
$3.2M
37.4KReducedQ1 2026
22Steward Partners Investment Advisory, LLC
$3.2M
37.4KAddedQ1 2026
23Kingsview Wealth Management, LLC
$2.7M
31.8KReducedQ1 2026
24KINGSWOOD WEALTH ADVISORS, LLC
$2.3M
27.1KAddedQ1 2026
25Kestra Advisory Services, LLC
$2.1M
24.8KAddedQ1 2026

Fund activity — latest quarter

Opened (NEW)
26
funds
Added
21
funds
Reduced
32
funds
Exited
4
funds

Insider activity (Form 4)

No Form 4 insider transactions on file yet.

Institutional ownership over time

88 funds+87 since Q2 2025
04488Q2 2025Q4 2025Q1 2026
funds holding aggregate valuelatest $687M

Funds that own MDYV also own

CompanyCo-held byCombined value
Apple IncAAPL95 funds$23.6B
Nvidia CorpNVDA95 funds$19.7B
Microsoft CorpMSFT95 funds$17.8B
Vanguard S&P 500 ETFVOO95 funds$13.0B
Amazon.com IncAMZN95 funds$12.9B
Broadcom IncAVGO95 funds$8.3B
Vanguard FTSE Developed Markets ETFVEA95 funds$8.2B
LPHABET INCGOOG95 funds$8.0B
Jpmorgan Chase & CoJPM95 funds$7.9B
NASDAQ 100 SHARESQQQ95 funds$6.0B
Walmart IncWMT95 funds$4.6B
Exxon Mobil CorpXOM95 funds$4.6B

Ranked by how many of MDYV's institutional holders also hold each name — a cross-fund conviction signal. Via the MCP server (ticker.co_held).

Recent filings

0 shown

No filings captured for this ticker in the live stream yet.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for MDYV. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.