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 26 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 |
|---|---|---|---|---|---|
|
Meridian Financial, LLC
Holliston, MA |
Apr 25, 2025 Q1 2025 |
5,763
shares
|
$449,859
0.31% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
5,762
shares
|
$449,781
0.06% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5,727
shares
|
$447,049
0.02% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
5,702
shares
|
$445,098
0.19% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,685
shares
|
$443,771
0.0% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,668
shares
|
$442,444
0.01% of portfolio
|
Q1 2023
Reduced 42.52%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
5,636
shares
|
$439,946
0.17% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
5,593
shares
|
$436,589
0.03% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
5,558
shares
|
$433,857
0.09% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,525
shares
|
$431,281
0.01% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Fifth Third Securities, Inc.
|
May 01, 2025 Q1 2025 |
5,378
shares
|
$419,806
0.04% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,350
shares
|
$417,621
0.01% of portfolio
|
Q1 2025
Reduced 85.76%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
5,280
shares
|
$412,156
0.16% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
5,209
shares
|
$406,614
0.12% of portfolio
|
Q1 2025
Reduced 23.08%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
5,146
shares
|
$401,696
0.02% of portfolio
|
Q1 2025
Reduced 27.67%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
5,111
shares
|
$398,964
0.02% of portfolio
|
Q2 2023
Added 3.44%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
5,104
shares
|
$398,418
0.18% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Burt Wealth Advisors
|
Apr 22, 2025 Q1 2025 |
5,052
shares
|
$394,359
0.1% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
4,976
shares
|
$388,426
0.0% of portfolio
|
Q1 2025
Reduced 12.63%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,948
shares
|
$386,240
0.31% of portfolio
|
Q1 2023
Reduced 10.23%
|
|
|
Friday Financial
Dubuque, IA |
Apr 22, 2025 Q1 2025 |
4,922
shares
|
$384,211
0.23% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
4,900
shares
|
$382,494
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
4,848
shares
|
$378,434
0.03% of portfolio
|
Q2 2023
Reduced 2.14%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
4,795
shares
|
$374,297
0.01% of portfolio
|
Q1 2025
Reduced 90.0%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
4,792
shares
|
$374,063
0.03% of portfolio
|
Q1 2025
Reduced 3.39%
|