13F Insight
DOSSIER · 13F Holders · Q2 2026ETF · Exchange Traded Fund
MDYV

SS SPDR S&P 400 MC VAL ETF

403 institutions still hold SS SPDR S&P 400 MC VAL ETF as of Q2 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 78464A839·Exchange Traded Fund·403 13F holders·last filed Jun 30, 2026
Market cap
—
13F value held
$1.3B
visible holders
Holders
403
filers reporting
Concentration
10.34%
NorthRock Partners, LLC #1
top holder share
AI Holders Summary · Q2 2026

403 institutions reported MDYV in Q2 2026. NorthRock Partners, LLC leads at 10.3% of the visible book.

Top holders

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

#HolderValueShares% port.Quarter
01
NorthRock Partners, LLC
CIK 0001632097
$135M1.4M1.96%Q2 202602
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK 0001632972
$117M1.2M0.20%Q2 202603
Financial Engines Advisors L.L.C.
CIK 0001420473
$117M1.2M0.21%Q2 202604
LPL Financial LLC
CIK 0001403438
$116M1.2M0.03%Q2 202605
AE Wealth Management LLC
CIK 0001697723
$100M1.1M0.47%Q2 202606
Avantax Planning Partners, Inc.
CIK 0001005441
$90M952K2.25%Q2 202607
Lutz Financial Services LLC
CIK 0001737112
$79M830K4.79%Q2 202608
MORGAN STANLEY
CIK 0000895421
$64M671K0.00%Q2 202609
FAS Wealth Partners, Inc.
CIK 0001596957
$63M660K3.26%Q2 202610
Pacific Life Fund Advisors LLC
CIK 0001499091
$57M598K6.24%Q2 202611
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC
CIK 0000882928
$47M500K0.16%Q2 202612
Cetera Investment Advisers
CIK 0001666741
$40M424K0.04%Q2 202613
Convergence Financial, LLC
CIK 0002034001
$40M422K3.18%Q2 202614
Equitable Holdings, Inc.
CIK 0001333986
$38M401K0.23%Q2 202615
FIRST NATIONAL TRUST CO
CIK 0001277303
$37M391K1.26%Q2 202616
CANANDAIGUA NATIONAL CORP
CIK 0000759458
$36M421K3.21%Q1 202617
First Pacific Financial
CIK 0001810089
$35M366K4.14%Q2 202618
CANANDAIGUA NATIONAL BANK & TRUST CO
CIK 0001074266
$34M355K2.84%Q2 202619
WELLS FARGO & COMPANY/MN
CIK 0000072971
$33M352K0.01%Q2 202620
Klingman & Associates, LLC
CIK 0001662449
$32M341K1.38%Q2 2026
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