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 |
|---|---|---|---|---|---|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
955
shares
|
$73,659
0.0% of portfolio
|
Q3 2024
Added 26.49%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
842
shares
|
$64,943
0.02% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
818
shares
|
$63,092
0.01% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
760
shares
|
$58,618
0.02% of portfolio
|
Q3 2024
Reduced 28.3%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
741
shares
|
$57,153
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
700
shares
|
$53,991
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
649
shares
|
$50,057
0.0% of portfolio
|
Q4 2024
Added 247.06%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
644
shares
|
$49,671
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
635
shares
|
$48,977
0.0% of portfolio
|
Q1 2023
Reduced 26.16%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
622
shares
|
$47,974
0.02% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
588
shares
|
$45,352
0.01% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
567
shares
|
$43,732
0.0% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
565
shares
|
$43,578
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
532
shares
|
$41,033
0.02% of portfolio
|
Q3 2024
Reduced 42.17%
|
|
|
Ballast Advisors LLC
|
Feb 11, 2025 Q4 2024 |
531
shares
|
$40,956
0.01% of portfolio
|
Q2 2024
Reduced 15.04%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
474
shares
|
$36,559
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
452
shares
|
$34,862
0.0% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
452
shares
|
$34,862
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
452
shares
|
$34,862
0.01% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
406
shares
|
$31,314
0.0% of portfolio
|
Q2 2024
Added 83.71%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
398
shares
|
$30,697
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
380
shares
|
$29,309
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
351
shares
|
$27,072
0.0% of portfolio
|
Q4 2024
Added 996.88%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
332
shares
|
$25,607
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Caitlin John, LLC
Brighton, MI |
Jan 27, 2025 Q4 2024 |
330
shares
|
$25,452
0.02% of portfolio
|
Q4 2023
New holding
|