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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,668
shares
|
$450,776
0.01% of portfolio
|
Q1 2023
Reduced 42.52%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
5,658
shares
|
$449,980
0.08% of portfolio
|
Q2 2025
Added 1.8%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
5,611
shares
|
$446,242
0.03% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
5,579
shares
|
$443,697
0.02% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
5,418
shares
|
$430,893
0.01% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
5,409
shares
|
$430,177
0.05% of portfolio
|
Q2 2025
Added 38.3%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
5,402
shares
|
$429,621
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jul 29, 2025 Q2 2025 |
5,339
shares
|
$424,610
0.15% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 11, 2025 Q2 2025 |
5,301
shares
|
$421,588
0.04% of portfolio
|
Q2 2025
Reduced 83.3%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
5,279
shares
|
$419,838
0.15% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
5,230
shares
|
$415,941
0.13% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
5,176
shares
|
$411,647
0.01% of portfolio
|
Q2 2025
Added 38.4%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jul 22, 2025 Q2 2025 |
5,132
shares
|
$408,147
0.17% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
5,117
shares
|
$406,955
0.11% of portfolio
|
Q2 2025
Added 23.42%
|
|
|
Staley Capital Advisers Inc
|
Aug 14, 2025 Q2 2025 |
5,111
shares
|
$406,477
0.02% of portfolio
|
Q2 2023
Added 3.44%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
5,052
shares
|
$401,785
0.09% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
5,025
shares
|
$399,638
0.02% of portfolio
|
Q2 2025
Reduced 2.35%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,948
shares
|
$393,514
0.31% of portfolio
|
Q1 2023
Reduced 10.23%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
4,856
shares
|
$386,197
0.03% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
4,848
shares
|
$385,561
0.03% of portfolio
|
Q2 2023
Reduced 2.14%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
4,792
shares
|
$381,107
0.03% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
4,677
shares
|
$371,961
0.17% of portfolio
|
Q2 2025
Added 60.61%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
4,647
shares
|
$369,575
0.03% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
4,644
shares
|
$369,337
0.04% of portfolio
|
Q2 2025
Reduced 29.76%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
4,559
shares
|
$362,577
0.18% of portfolio
|
Q2 2025
Reduced 7.38%
|