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 24.5 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
|
Oct 29, 2025 Q3 2025 |
2,143,422
shares
|
$176 Million
0.29% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
1,320,638
shares
|
$108 Million
2.21% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
1,278,881
shares
|
$105 Million
0.2% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,040,934
shares
|
$85.3 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.77%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
834,328
shares
|
$68.3 Million
2.02% of portfolio
|
Q3 2025
Added 76.42%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
726,188
shares
|
$59.5 Million
4.39% of portfolio
|
Q3 2025
Added 3.56%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
666,227
shares
|
$54.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.67%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
661,703
shares
|
$54.2 Million
0.41% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
599,515
shares
|
$49.1 Million
3.66% of portfolio
|
Q3 2025
Added 1.86%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
572,940
shares
|
$46.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 31.99%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
550,270
shares
|
$45.1 Million
0.14% of portfolio
|
Q2 2023
Added 2.73%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
533,069
shares
|
$43.7 Million
0.11% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
477,204
shares
|
$39.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
473,871
shares
|
$38.8 Million
0.47% of portfolio
|
Q3 2025
Reduced 33.71%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
440,259
shares
|
$36.1 Million
0.56% of portfolio
|
Q2 2024
Reduced 32.94%
|
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
393,213
shares
|
$32.2 Million
2.96% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
370,971
shares
|
$30.4 Million
1.57% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
363,070
shares
|
$29.7 Million
5.56% of portfolio
|
Q3 2025
Added 1.14%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
357,494
shares
|
$29.3 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
328,242
shares
|
$26.9 Million
0.03% of portfolio
|
Q3 2025
Added 57.04%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Nov 07, 2025 Q3 2025 |
299,475
shares
|
$24.5 Million
3.75% of portfolio
|
Q3 2025
Added 6.19%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
296,490
shares
|
$24.3 Million
0.19% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Oct 31, 2025 Q3 2025 |
280,082
shares
|
$22.9 Million
1.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
270,794
shares
|
$22.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
234,133
shares
|
$19.2 Million
1.34% of portfolio
|
Q3 2025
Added 5.2%
|
|