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 417 institutions that hold shares in the stock, with a total of 24.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
144
shares
|
$11,833
0.0% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
141
shares
|
$11,587
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
129
shares
|
$10,601
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Oct 17, 2025 Q3 2025 |
125
shares
|
$10,272
0.0% of portfolio
|
Q4 2023
Reduced 98.52%
|
|
|
Tidemark, LLC
San Diego, CA |
Aug 11, 2025 Q2 2025 |
121
shares
|
$9,943
0.0% of portfolio
|
Q2 2025
Reduced 60.97%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
120
shares
|
$9,861
0.0% of portfolio
|
Q2 2025
Reduced 48.28%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
114
shares
|
$9,368
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
106
shares
|
$8,711
0.0% of portfolio
|
Q2 2025
Reduced 16.54%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
105
shares
|
$8,628
0.0% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 23, 2025 Q3 2025 |
102
shares
|
$8,382
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
100
shares
|
$8,218
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
100
shares
|
$8,218
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
93
shares
|
$7,642
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
86
shares
|
$7,067
0.01% of portfolio
|
Q2 2022
Added 1.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
83
shares
|
$6,820
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
77
shares
|
$6,327
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
68
shares
|
$5,588
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Crewe Advisors LLC
|
Jul 29, 2025 Q2 2025 |
63
shares
|
$5,177
0.0% of portfolio
|
Q4 2024
Reduced 44.25%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 14, 2025 Q3 2025 |
57
shares
|
$4,684
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
45
shares
|
$3,698
0.0% of portfolio
|
Q1 2025
Reduced 66.42%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
42
shares
|
$3,451
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
First Community Trust Na
|
Oct 07, 2025 Q3 2025 |
41
shares
|
$3,369
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Aug 06, 2025 Q2 2025 |
40
shares
|
$3,287
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Aug 06, 2025 Q2 2025 |
40
shares
|
$3,287
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Oct 23, 2025 Q3 2025 |
39
shares
|
$3,205
0.0% of portfolio
|
Q3 2025
New holding
|