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 |
|---|---|---|---|---|---|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,762
shares
|
$371,721
0.04% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
4,668
shares
|
$364,384
0.3% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,629
shares
|
$361,339
0.02% of portfolio
|
Q1 2025
Added 73.7%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
4,627
shares
|
$361,183
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
4,509
shares
|
$351,972
0.29% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
4,502
shares
|
$351,426
0.11% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
4,482
shares
|
$349,864
0.0% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
4,397
shares
|
$343,229
0.24% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Centennial Wealth Advisory LLC
|
Apr 21, 2025 Q1 2025 |
4,387
shares
|
$342,449
0.13% of portfolio
|
Q1 2025
Reduced 75.34%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
4,313
shares
|
$336,672
0.05% of portfolio
|
Q1 2025
Reduced 51.06%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Apr 25, 2025 Q1 2025 |
4,291
shares
|
$334,955
0.01% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
4,160
shares
|
$324,729
0.12% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
4,146
shares
|
$323,636
0.08% of portfolio
|
Q1 2025
Added 34.09%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
4,059
shares
|
$316,845
0.14% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
3,986
shares
|
$311,147
0.1% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,924
shares
|
$306,307
0.11% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
3,911
shares
|
$305,292
0.03% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
3,800
shares
|
$296,628
0.07% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
3,786
shares
|
$295,535
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,740
shares
|
$291,944
0.01% of portfolio
|
Q1 2025
Reduced 21.28%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
3,563
shares
|
$278,127
0.0% of portfolio
|
Q1 2025
Added 38.37%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
3,545
shares
|
$276,722
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
3,540
shares
|
$276,332
0.0% of portfolio
|
Q1 2025
Reduced 25.65%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
3,456
shares
|
$269,775
0.04% of portfolio
|
Q2 2024
Reduced 5.57%
|
|
|
Alta Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
3,423
shares
|
$267,199
0.12% of portfolio
|
Q1 2025
Reduced 0.58%
|