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 361 institutions that hold shares in the stock, with a total of 26.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
5,237,228
shares
|
$392 Million
1.08% of portfolio
|
Q1 2024
Added 15.99%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
1,703,912
shares
|
$128 Million
0.29% of portfolio
|
Q1 2024
Reduced 0.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,348,859
shares
|
$101 Million
0.06% of portfolio
|
Q1 2024
Reduced 1.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
933,400
shares
|
$69.9 Million
0.08% of portfolio
|
Q1 2024
Added 0.3%
|
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
803,852
shares
|
$60.2 Million
0.91% of portfolio
|
Q1 2024
Added 3.93%
|
|
|
Lutz Financial Services LLC
|
May 03, 2024 Q1 2024 |
665,207
shares
|
$49.8 Million
4.42% of portfolio
|
Q1 2024
Added 3.1%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
656,557
shares
|
$49.2 Million
0.91% of portfolio
|
Q1 2024
Added 1.18%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 10, 2024 Q1 2024 |
642,775
shares
|
$48.1 Million
0.15% of portfolio
|
Q1 2024
Reduced 1.61%
|
|
|
North Rock Partners, LLC
|
May 07, 2024 Q1 2024 |
598,993
shares
|
$44.8 Million
3.87% of portfolio
|
Q1 2024
Reduced 2.19%
|
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
559,855
shares
|
$41.9 Million
3.96% of portfolio
|
Q1 2024
Reduced 0.71%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
550,270
shares
|
$41.2 Million
0.14% of portfolio
|
Q2 2023
Added 2.73%
|
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
529,356
shares
|
$39.6 Million
0.28% of portfolio
|
Q1 2024
Added 242.05%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
473,764
shares
|
$35.5 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.9%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
350,933
shares
|
$26.3 Million
0.01% of portfolio
|
Q1 2024
Added 11.14%
|
|
|
First Pacific Financial
|
Apr 24, 2024 Q1 2024 |
349,360
shares
|
$26.2 Million
9.4% of portfolio
|
Q1 2024
Added 1.9%
|
|
|
Klingman & Associates, LLC
|
May 01, 2024 Q1 2024 |
345,645
shares
|
$25.9 Million
1.83% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
|
First National Trust CO
|
Apr 26, 2024 Q1 2024 |
333,437
shares
|
$25 Million
1.04% of portfolio
|
Q1 2024
Reduced 9.55%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2024 Q1 2024 |
326,099
shares
|
$24.4 Million
0.35% of portfolio
|
Q1 2024
Reduced 46.03%
|
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
269,779
shares
|
$20.2 Million
1.53% of portfolio
|
Q1 2024
Reduced 1.06%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
265,962
shares
|
$19.9 Million
1.01% of portfolio
|
Q1 2024
Added 1.39%
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
263,624
shares
|
$19.7 Million
0.25% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
|
Jnba Financial Advisors
|
Apr 26, 2024 Q1 2024 |
256,430
shares
|
$19.2 Million
2.05% of portfolio
|
Q1 2024
Reduced 26.39%
|
|
|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
240,767
shares
|
$18 Million
1.18% of portfolio
|
Q1 2024
Reduced 1.82%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
May 13, 2024 Q1 2024 |
234,401
shares
|
$17.5 Million
3.81% of portfolio
|
Q1 2024
Added 460.42%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Apr 30, 2024 Q1 2024 |
231,300
shares
|
$17.3 Million
0.75% of portfolio
|
Q1 2024
Added 1.64%
|
|