Institutional Ownership Spdr S&P 400 Mid Cap Value ETF (MDYV)
This table provides information about the institutional ownership of Spdr S&P 400 Mid Cap Value ETF (MDYV). We have compiled data on the 412 institutions that hold shares in the stock, with a total of 26 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
2,519,657
shares
|
$197 Million
0.39% of portfolio
|
Q1 2025
Reduced 63.2%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,328,221
shares
|
$104 Million
3.45% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
1,290,872
shares
|
$101 Million
0.21% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,136,150
shares
|
$88.7 Million
0.04% of portfolio
|
Q1 2025
Added 2.33%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
724,498
shares
|
$56.6 Million
0.0% of portfolio
|
Q1 2025
Added 21.44%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
703,995
shares
|
$55 Million
4.44% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
668,705
shares
|
$52.2 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.86%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
601,299
shares
|
$46.9 Million
0.14% of portfolio
|
Q1 2025
Reduced 25.84%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
566,659
shares
|
$44.2 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
558,043
shares
|
$43.6 Million
0.41% of portfolio
|
Q1 2025
Added 12.59%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
556,287
shares
|
$43.4 Million
3.72% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
550,270
shares
|
$43 Million
0.14% of portfolio
|
Q2 2023
Added 2.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
492,216
shares
|
$38.4 Million
0.01% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
440,259
shares
|
$34.4 Million
0.56% of portfolio
|
Q2 2024
Reduced 32.94%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
412,142
shares
|
$32.2 Million
1.13% of portfolio
|
Q1 2025
Added 21.79%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
399,512
shares
|
$31.2 Million
3.14% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
353,181
shares
|
$27.6 Million
6.64% of portfolio
|
Q1 2025
Added 0.95%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
346,152
shares
|
$27 Million
1.64% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
340,995
shares
|
$26.6 Million
1.08% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
333,870
shares
|
$26.1 Million
0.06% of portfolio
|
Q1 2025
Added 53.93%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
329,148
shares
|
$25.7 Million
0.01% of portfolio
|
Q1 2025
Added 39.74%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
290,591
shares
|
$22.7 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
275,305
shares
|
$21.5 Million
1.03% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Apr 24, 2025 Q1 2025 |
267,771
shares
|
$20.9 Million
4.05% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
261,025
shares
|
$20.4 Million
0.0% of portfolio
|
Q1 2025
Added 7.63%
|