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 |
|---|---|---|---|---|---|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
2,669
shares
|
$212,265
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
2,655
shares
|
$211,152
0.01% of portfolio
|
Q2 2025
Reduced 42.64%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
2,652
shares
|
$210,913
0.03% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,631
shares
|
$209,243
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
2,624
shares
|
$208,686
0.02% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
2,586
shares
|
$205,664
0.01% of portfolio
|
Q2 2025
Reduced 24.16%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Aug 14, 2025 Q2 2025 |
2,567
shares
|
$204,153
0.02% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,546
shares
|
$202,483
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
2,538
shares
|
$201,847
0.01% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,462
shares
|
$195,802
0.02% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
2,357
shares
|
$187,452
0.0% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Tradewinds Capital Management, LLC
|
Jul 29, 2025 Q2 2025 |
2,294
shares
|
$182,441
0.05% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
2,285
shares
|
$181,726
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
2,081
shares
|
$165,501
0.07% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
2,000
shares
|
$159,060
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
1,911
shares
|
$151,981
0.0% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,871
shares
|
$148,800
0.05% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,687
shares
|
$134,167
0.01% of portfolio
|
Q2 2025
Added 62.06%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,548
shares
|
$123,112
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,523
shares
|
$121,124
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,501
shares
|
$119,374
0.0% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
1,371
shares
|
$109,035
0.4% of portfolio
|
Q1 2022
Added 72.45%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,183
shares
|
$94,083
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
1,106
shares
|
$87,960
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,020
shares
|
$81,120
0.0% of portfolio
|
Q2 2025
Added 19.72%
|