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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
3,364
shares
|
$267,538
0.0% of portfolio
|
Q2 2025
Reduced 37.12%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,285
shares
|
$261,256
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,254
shares
|
$258,790
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Jul 29, 2025 Q2 2025 |
3,250
shares
|
$258,472
0.03% of portfolio
|
Q2 2025
Added 20.1%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Aug 13, 2025 Q2 2025 |
3,245
shares
|
$258,074
0.28% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Retirement Planning Group
|
Jul 30, 2025 Q2 2025 |
3,204
shares
|
$254,814
0.02% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
3,175
shares
|
$252,507
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
3,174
shares
|
$252,428
0.02% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Aug 06, 2025 Q2 2025 |
3,102
shares
|
$246,702
0.15% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Aug 13, 2025 Q2 2025 |
3,101
shares
|
$246,622
0.18% of portfolio
|
Q2 2025
Reduced 5.83%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
3,095
shares
|
$246,145
0.03% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
3,090
shares
|
$245,747
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,081
shares
|
$245,031
0.02% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
2,990
shares
|
$237,794
0.01% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
2,973
shares
|
$236,442
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
2,887
shares
|
$229,603
0.03% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
2,886
shares
|
$229,523
0.0% of portfolio
|
Q2 2025
Reduced 9.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,873
shares
|
$228,489
0.01% of portfolio
|
Q2 2020
Added 2.45%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
2,755
shares
|
$219,105
0.11% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Aug 13, 2025 Q2 2025 |
2,739
shares
|
$217,832
0.08% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
2,722
shares
|
$216,480
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,713
shares
|
$215,764
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
2,708
shares
|
$215,367
0.04% of portfolio
|
Q2 2025
Reduced 11.15%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 11, 2025 Q2 2025 |
2,704
shares
|
$215,049
0.1% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
2,679
shares
|
$213,060
0.02% of portfolio
|
Q2 2025
Added 376.69%
|