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 |
|---|---|---|---|---|---|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
978
shares
|
$76,342
0.0% of portfolio
|
Q3 2024
Reduced 24.83%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
970
shares
|
$75,718
0.04% of portfolio
|
Q1 2025
Added 542.38%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
852
shares
|
$66,507
0.0% of portfolio
|
Q1 2025
Added 184.95%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
818
shares
|
$63,853
0.0% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Jun 10, 2025 Q1 2025 |
817
shares
|
$63,775
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
760
shares
|
$59,325
0.02% of portfolio
|
Q3 2024
Reduced 28.3%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Apr 14, 2025 Q1 2025 |
741
shares
|
$57,842
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
700
shares
|
$54,642
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
644
shares
|
$50,270
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
635
shares
|
$49,568
0.0% of portfolio
|
Q1 2023
Reduced 26.16%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
May 06, 2025 Q1 2025 |
624
shares
|
$48,709
0.02% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
577
shares
|
$45,040
0.0% of portfolio
|
Q1 2025
Reduced 39.58%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
565
shares
|
$44,103
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
562
shares
|
$43,869
0.0% of portfolio
|
Q1 2025
Reduced 0.88%
|
|
|
Ballast Advisors LLC
|
May 07, 2025 Q1 2025 |
531
shares
|
$41,449
0.01% of portfolio
|
Q2 2024
Reduced 15.04%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
May 07, 2025 Q1 2025 |
499
shares
|
$38,951
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
476
shares
|
$37,156
0.0% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
452
shares
|
$35,283
0.0% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
May 05, 2025 Q1 2025 |
452
shares
|
$35,283
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
406
shares
|
$31,692
0.0% of portfolio
|
Q2 2024
Added 83.71%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
380
shares
|
$29,662
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
333
shares
|
$25,993
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Apr 29, 2025 Q1 2025 |
332
shares
|
$25,915
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
326
shares
|
$25,447
0.01% of portfolio
|
Q1 2025
Reduced 27.88%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
310
shares
|
$24,198
0.02% of portfolio
|
Q4 2024
New holding
|