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 |
|---|---|---|---|---|---|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
3,410
shares
|
$266,184
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
3,408
shares
|
$266,028
0.04% of portfolio
|
Q1 2025
Added 27.4%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
3,395
shares
|
$265,013
0.05% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
3,293
shares
|
$257,051
0.21% of portfolio
|
Q1 2025
Reduced 25.45%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,285
shares
|
$256,427
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
3,276
shares
|
$255,724
0.29% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,254
shares
|
$254,007
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
3,243
shares
|
$253,148
0.02% of portfolio
|
Q1 2025
Reduced 23.77%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,226
shares
|
$251,821
0.03% of portfolio
|
Q1 2025
Reduced 43.3%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
3,189
shares
|
$248,933
0.02% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
3,186
shares
|
$248,699
0.0% of portfolio
|
Q2 2024
Reduced 20.07%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Apr 11, 2025 Q1 2025 |
3,175
shares
|
$247,840
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
3,159
shares
|
$246,591
0.12% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Ntv Asset Management LLC
|
Apr 30, 2025 Q1 2025 |
3,095
shares
|
$241,595
0.03% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
3,090
shares
|
$241,205
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
3,065
shares
|
$239,253
0.16% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,048
shares
|
$237,926
0.05% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,995
shares
|
$233,789
0.02% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
2,990
shares
|
$233,399
0.01% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Motive Wealth Advisors
|
Apr 16, 2025 Q1 2025 |
2,912
shares
|
$227,310
0.12% of portfolio
|
Q1 2025
Reduced 9.17%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,873
shares
|
$224,266
0.01% of portfolio
|
Q2 2020
Added 2.45%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
2,872
shares
|
$224,188
0.03% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
2,823
shares
|
$220,363
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Apr 14, 2025 Q1 2025 |
2,782
shares
|
$217,162
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Apr 22, 2025 Q1 2025 |
2,759
shares
|
$215,367
0.04% of portfolio
|
Q4 2024
Reduced 2.2%
|