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 |
|---|---|---|---|---|---|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
989
shares
|
$78,655
0.06% of portfolio
|
Q2 2025
Added 488.69%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
975
shares
|
$77,541
0.04% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
958
shares
|
$76,189
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
818
shares
|
$65,055
0.0% of portfolio
|
Q4 2024
Reduced 1.8%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
817
shares
|
$64,976
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
781
shares
|
$62,112
0.02% of portfolio
|
Q2 2025
Reduced 48.28%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
760
shares
|
$60,442
0.02% of portfolio
|
Q3 2024
Reduced 28.3%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
741
shares
|
$58,931
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
723
shares
|
$57,500
0.0% of portfolio
|
Q2 2025
Added 13.86%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
700
shares
|
$55,671
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
690
shares
|
$54,875
0.0% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
627
shares
|
$49,865
0.02% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
579
shares
|
$46,047
0.0% of portfolio
|
Q2 2025
Reduced 40.8%
|
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
531
shares
|
$42,230
0.01% of portfolio
|
Q2 2024
Reduced 15.04%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
519
shares
|
$41,276
0.0% of portfolio
|
Q2 2025
Reduced 10.05%
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
499
shares
|
$39,685
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
478
shares
|
$38,015
0.0% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
452
shares
|
$35,947
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
452
shares
|
$35,947
0.0% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
427
shares
|
$33,959
0.0% of portfolio
|
Q2 2025
Reduced 98.76%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
406
shares
|
$32,289
0.0% of portfolio
|
Q2 2024
Added 83.71%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
396
shares
|
$31,493
0.0% of portfolio
|
Q2 2025
Added 36.08%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
380
shares
|
$30,221
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
333
shares
|
$26,483
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
332
shares
|
$26,403
0.01% of portfolio
|
Q4 2024
New holding
|