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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
327
shares
|
$26,006
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
311
shares
|
$24,733
0.0% of portfolio
|
Q2 2025
Added 125.36%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
310
shares
|
$24,654
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
300
shares
|
$23,859
0.0% of portfolio
|
Q2 2025
Reduced 46.9%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
300
shares
|
$23,859
0.01% of portfolio
|
Q1 2023
Added 1400.0%
|
|
|
Family Capital Trust CO
|
Jul 29, 2025 Q2 2025 |
281
shares
|
$22,347
0.01% of portfolio
|
Q1 2025
Added 11.95%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
276
shares
|
$21,950
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
275
shares
|
$21,870
0.0% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
274
shares
|
$21,791
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bristlecone Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
266
shares
|
$21,154
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
265
shares
|
$21,075
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
229
shares
|
$18,212
0.0% of portfolio
|
Q1 2025
Reduced 34.76%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
223
shares
|
$17,735
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
217
shares
|
$17,258
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
210
shares
|
$16,701
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
209
shares
|
$16,621
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
193
shares
|
$15,349
0.0% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
180
shares
|
$14,315
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
180
shares
|
$14,315
0.0% of portfolio
|
Q2 2024
Reduced 68.09%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
177
shares
|
$14,076
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
163
shares
|
$12,963
0.0% of portfolio
|
Q2 2022
Reduced 13.76%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
158
shares
|
$12,565
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Allspring Global Investments Holdings, LLC
|
Jul 25, 2025 Q2 2025 |
154
shares
|
$12,247
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
154
shares
|
$12,247
0.0% of portfolio
|
Q2 2025
Added 102.63%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
152
shares
|
$12,088
0.0% of portfolio
|
Q2 2025
Added 0.66%
|