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 417 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,668
shares
|
$465,796
0.01% of portfolio
|
Q1 2023
Reduced 42.52%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
5,658
shares
|
$464,974
0.08% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
5,614
shares
|
$461,358
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,579
shares
|
$458,482
0.02% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
5,457
shares
|
$448,456
0.05% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,418
shares
|
$445,251
0.01% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
5,301
shares
|
$435,636
0.04% of portfolio
|
Q2 2025
Reduced 83.3%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
5,248
shares
|
$431,280
0.12% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,176
shares
|
$425,363
0.01% of portfolio
|
Q2 2025
Added 38.4%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
5,156
shares
|
$423,720
0.17% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
5,117
shares
|
$420,515
0.11% of portfolio
|
Q2 2025
Added 23.42%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
5,111
shares
|
$420,021
0.02% of portfolio
|
Q2 2023
Added 3.44%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
5,052
shares
|
$415,173
0.09% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
5,046
shares
|
$414,680
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
5,025
shares
|
$412,954
0.02% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,948
shares
|
$406,626
0.31% of portfolio
|
Q1 2023
Reduced 10.23%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
4,912
shares
|
$403,668
0.12% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,856
shares
|
$399,066
0.03% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
4,848
shares
|
$398,408
0.03% of portfolio
|
Q2 2023
Reduced 2.14%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
4,792
shares
|
$393,806
0.03% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Motive Wealth Advisors
|
Oct 20, 2025 Q3 2025 |
4,679
shares
|
$384,520
0.17% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
4,647
shares
|
$381,890
0.03% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,538
shares
|
$372,932
0.02% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Avant Capital LLC
Lafayette, LA |
Aug 14, 2025 Q2 2025 |
4,526
shares
|
$371,946
0.28% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2025 Q3 2025 |
4,516
shares
|
$371,124
0.04% of portfolio
|
Q3 2025
Reduced 96.16%
|