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 372 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
113
shares
|
$9,024
0.0% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
105
shares
|
$8,385
0.0% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
97
shares
|
$7,746
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
86
shares
|
$6,867
0.01% of portfolio
|
Q2 2022
Added 1.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
83
shares
|
$6,628
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
68
shares
|
$5,430
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
64
shares
|
$5,111
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
55
shares
|
$4,392
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
42
shares
|
$3,354
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Nov 15, 2024 Q3 2024 |
40
shares
|
$3,194
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Nov 14, 2024 Q3 2024 |
40
shares
|
$3,194
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
32
shares
|
$2,555
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2024 Q3 2024 |
31
shares
|
$2,475
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
26
shares
|
$2,076
0.0% of portfolio
|
Q2 2024
Reduced 99.4%
|
|
|
Cedar Mountain Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
26
shares
|
$2,076
0.0% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
23
shares
|
$1,836
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
21
shares
|
$1,677
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
5
shares
|
$399
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Provident Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1
shares
|
$79
0.0% of portfolio
|
Q4 2021
Reduced 66.67%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|