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 418 institutions that hold shares in the stock, with a total of 25.1 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
|
Jul 10, 2025 Q2 2025 |
2,272,842
shares
|
$181 Million
0.32% of portfolio
|
Q2 2025
Reduced 9.8%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
1,369,003
shares
|
$109 Million
3.2% of portfolio
|
Q2 2025
Added 3.07%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
1,287,112
shares
|
$102 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,081,722
shares
|
$86 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
842,491
shares
|
$67 Million
0.07% of portfolio
|
Q2 2025
Added 25.99%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
737,563
shares
|
$58.7 Million
0.0% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
714,877
shares
|
$56.9 Million
0.76% of portfolio
|
Q2 2025
Added 26.16%
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
701,235
shares
|
$55.8 Million
4.33% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
588,546
shares
|
$46.8 Million
3.72% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
569,021
shares
|
$45.3 Million
0.38% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Aug 05, 2025 Q2 2025 |
555,840
shares
|
$44.2 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.56%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
550,270
shares
|
$43.8 Million
0.14% of portfolio
|
Q2 2023
Added 2.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
478,833
shares
|
$38.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
472,930
shares
|
$37.6 Million
1.21% of portfolio
|
Q2 2025
Added 14.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
440,259
shares
|
$35 Million
0.56% of portfolio
|
Q2 2024
Reduced 32.94%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Jul 08, 2025 Q2 2025 |
396,825
shares
|
$31.6 Million
3.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
372,304
shares
|
$29.6 Million
1.64% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
358,986
shares
|
$28.6 Million
5.52% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
358,855
shares
|
$28.5 Million
1.09% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
323,016
shares
|
$25.7 Million
0.22% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
308,171
shares
|
$24.5 Million
0.36% of portfolio
|
Q2 2025
Added 26.37%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Aug 05, 2025 Q2 2025 |
282,007
shares
|
$22.4 Million
3.85% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 04, 2025 Q2 2025 |
278,533
shares
|
$22.2 Million
1.0% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
271,959
shares
|
$21.6 Million
0.03% of portfolio
|
Q2 2025
Added 12.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
246,184
shares
|
$19.6 Million
0.0% of portfolio
|
Q2 2025
Reduced 5.69%
|