13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundCheap mega-capRe-rated
MDYV

SS SPDR S&P 400 MC VAL ETF

396 institutions still hold SS SPDR S&P 400 MC VAL ETF as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A839·Exchange Traded Fund·396 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 5.4%
vs prior quarter
13F value held
$1.2B
76.0% inst. owned
of float
Holders
396
+29 QoQ
filers reporting
Activity
+79 / −94
+997 added · −893 reduced
this quarter
Concentration
9.69%
NorthRock Partners, LLC #1
top holder share
AI Holders Summary · Q1 2026

396 institutions reported MDYV in Q1 2026. NorthRock Partners, LLC leads at 9.7% of the visible book. +29 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
NorthRock Partners, LLC
CIK 0001632097
$114M1.3M1.84%Q1 202602
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$110M1.3M0.22%Q1 202603
Financial Engines Advisors L.L.C.
CIK 0001420473
$102M1.2M0.21%Q1 202604
LPL Financial LLC
CIK 0001403438
$92M1.1M0.02%Q1 202605
AE Wealth Management LLC
CIK 0001697723
$82M961K0.44%Q1 202606
Avantax Planning Partners, Inc.
CIK 0001005441
$78M918K2.15%Q1 202607
Lutz Financial Services LLC
CIK 0001737112
$69M806K4.61%Q1 202608
MORGAN STANLEY
CIK 0000895421
$62M726K0.00%Q1 202609
Equitable Holdings, Inc.
CIK 0001333986
$60M369K0.39%Q1 202610
FAS Wealth Partners, Inc.
CIK 0001596957
$52M611K3.34%Q4 202511
Convergence Financial, LLC
CIK 0002034001
$51M601K5.44%Q1 202612
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$43M505K0.17%Q1 202613
WELLS FARGO & COMPANY/MN
CIK 0000072971
$38M450K0.01%Q1 202614
CANANDAIGUA NATIONAL CORP
CIK 0000759458
$36M421K3.21%Q1 202615
Cetera Investment Advisers
CIK 0001666741
$35M410K0.04%Q1 202616
CANANDAIGUA NATIONAL BANK & TRUST CO
CIK 0001074266
$34M407K3.09%Q4 202517
FIRST NATIONAL TRUST CO
CIK 0001277303
$33M383K1.11%Q1 202618
Klingman & Associates, LLC
CIK 0001662449
$31M370K1.51%Q1 202619
First Pacific Financial
CIK 0001810089
$31M367K4.03%Q1 202620
HighTower Advisors, LLC
CIK 0001462245
$26M308K0.03%Q1 2026
Page 1 of 20
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