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 |
|---|---|---|---|---|---|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
310
shares
|
$24,198
0.01% of portfolio
|
Q1 2025
Reduced 41.73%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
300
shares
|
$23,418
0.01% of portfolio
|
Q1 2023
Added 1400.0%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
291
shares
|
$22,715
0.0% of portfolio
|
Q1 2025
Reduced 5.83%
|
|
|
Family Capital Trust CO
|
Apr 25, 2025 Q1 2025 |
281
shares
|
$21,934
0.01% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
276
shares
|
$21,544
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
274
shares
|
$21,388
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
274
shares
|
$21,388
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
266
shares
|
$20,763
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
260
shares
|
$20,295
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
232
shares
|
$18,109
0.0% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
229
shares
|
$17,875
0.0% of portfolio
|
Q1 2025
Reduced 34.76%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
228
shares
|
$17,797
0.0% of portfolio
|
Q2 2018
Added 52.0%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
223
shares
|
$17,407
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
216
shares
|
$16,860
0.0% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
210
shares
|
$16,392
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
209
shares
|
$16,314
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
192
shares
|
$14,987
0.0% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
180
shares
|
$14,050
0.0% of portfolio
|
Q2 2024
Reduced 68.09%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
180
shares
|
$14,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
177
shares
|
$13,816
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
163
shares
|
$12,723
0.0% of portfolio
|
Q2 2022
Reduced 13.76%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
158
shares
|
$12,333
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Apr 24, 2025 Q1 2025 |
154
shares
|
$12,021
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
151
shares
|
$11,787
0.0% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
145
shares
|
$11,318
0.01% of portfolio
|
Q1 2025
New holding
|