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 |
|---|---|---|---|---|---|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
35
shares
|
$2,783
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
32
shares
|
$2,544
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
28
shares
|
$2,226
0.0% of portfolio
|
Q2 2025
Reduced 87.72%
|
|
|
Cedar Mountain Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
26
shares
|
$2,067
0.0% of portfolio
|
Q3 2023
Reduced 7.14%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
26
shares
|
$2,067
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
23
shares
|
$1,829
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
21
shares
|
$1,670
0.0% of portfolio
|
Q1 2025
Reduced 99.15%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
16
shares
|
$1,272
0.0% of portfolio
|
Q2 2025
Reduced 36.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
13
shares
|
$1,033
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
4
shares
|
$318
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
3
shares
|
$238
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1
shares
|
$79
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
1
shares
|
$79
0.0% of portfolio
|
Q2 2025
Reduced 88.89%
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
1
shares
|
$79
0.0% of portfolio
|
Q4 2021
Reduced 66.67%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
1
shares
|
$79
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
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
|