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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
138
shares
|
$10,772
0.0% of portfolio
|
Q1 2025
Reduced 55.63%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
129
shares
|
$10,069
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
127
shares
|
$9,913
0.0% of portfolio
|
Q1 2025
Added 309.68%
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
125
shares
|
$9,757
0.0% of portfolio
|
Q4 2023
Reduced 98.52%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
114
shares
|
$8,898
0.0% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
105
shares
|
$8,196
0.0% of portfolio
|
Q3 2023
Added 0.96%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
May 01, 2025 Q1 2025 |
102
shares
|
$7,962
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
100
shares
|
$7,806
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Jun 17, 2025 Q1 2025 |
93
shares
|
$7,259
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
86
shares
|
$6,713
0.01% of portfolio
|
Q2 2022
Added 1.18%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
83
shares
|
$6,478
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
76
shares
|
$5,932
0.0% of portfolio
|
Q4 2024
Added 18.75%
|
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
68
shares
|
$5,308
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
63
shares
|
$4,917
0.0% of portfolio
|
Q4 2024
Reduced 44.25%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
61
shares
|
$4,761
0.0% of portfolio
|
Q1 2025
Added 177.27%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
45
shares
|
$3,512
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
45
shares
|
$3,512
0.0% of portfolio
|
Q1 2025
Reduced 66.42%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
42
shares
|
$3,278
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
40
shares
|
$3,122
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
40
shares
|
$3,122
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
26
shares
|
$2,029
0.0% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
25
shares
|
$1,951
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
25
shares
|
$1,951
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
23
shares
|
$1,795
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
21
shares
|
$1,639
0.0% of portfolio
|
Q1 2025
Reduced 99.15%
|