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 406 institutions that hold shares in the stock, with a total of 32.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goldstein Advisors, LLC
Madison, WI |
Jan 17, 2025 Q4 2024 |
2,711
shares
|
$209,099
0.03% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,701
shares
|
$208,328
0.01% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Feb 13, 2025 Q4 2024 |
2,699
shares
|
$208,173
0.08% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,675
shares
|
$206,322
0.03% of portfolio
|
Q4 2024
Reduced 14.89%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
2,673
shares
|
$206,168
0.02% of portfolio
|
Q4 2024
Reduced 4.64%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
2,640
shares
|
$203,623
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,631
shares
|
$202,929
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
2,575
shares
|
$198,609
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
2,546
shares
|
$196,372
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
Feb 14, 2025 Q4 2024 |
2,495
shares
|
$192,439
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
2,471
shares
|
$190,588
0.0% of portfolio
|
Q4 2024
Added 11666.67%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
2,357
shares
|
$181,795
0.0% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
2,285
shares
|
$176,242
0.08% of portfolio
|
Q3 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Feb 03, 2025 Q4 2024 |
2,276
shares
|
$175,547
0.05% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
2,090
shares
|
$161,201
0.01% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
2,063
shares
|
$159,119
0.07% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
2,000
shares
|
$154,260
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jan 27, 2025 Q4 2024 |
1,903
shares
|
$146,778
0.06% of portfolio
|
Q4 2024
Reduced 1.65%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
1,619
shares
|
$124,873
0.04% of portfolio
|
Q4 2024
Added 93.43%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,548
shares
|
$119,397
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
1,515
shares
|
$116,851
0.0% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,501
shares
|
$115,772
0.0% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
1,371
shares
|
$105,745
0.4% of portfolio
|
Q1 2022
Added 72.45%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
1,183
shares
|
$91,244
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
978
shares
|
$75,433
0.0% of portfolio
|
Q3 2024
Reduced 24.83%
|