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 24.4 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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
224,485
shares
|
$18.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.81%
|
|
|
Rodgers & Associates, LTD
|
Nov 05, 2025 Q3 2025 |
220,521
shares
|
$18.1 Million
1.9% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
205,824
shares
|
$16.9 Million
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
196,152
shares
|
$16.1 Million
0.01% of portfolio
|
Q3 2025
Added 39.31%
|
|
|
E Rn Financial, LLC
|
Oct 30, 2025 Q3 2025 |
187,625
shares
|
$15.4 Million
3.21% of portfolio
|
Q3 2025
Reduced 4.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
184,711
shares
|
$15.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
180,997
shares
|
$14.8 Million
0.41% of portfolio
|
Q3 2025
Reduced 7.78%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
160,300
shares
|
$13.1 Million
2.49% of portfolio
|
Q2 2022
Added 54.88%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
157,016
shares
|
$12.9 Million
2.16% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
155,355
shares
|
$12.7 Million
0.04% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 27, 2025 Q3 2025 |
151,703
shares
|
$12.4 Million
5.39% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Mc Adam, LLC
|
Oct 29, 2025 Q3 2025 |
150,744
shares
|
$12.3 Million
0.63% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
143,303
shares
|
$11.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
139,556
shares
|
$11.4 Million
3.96% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
133,321
shares
|
$10.9 Million
1.37% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
130,960
shares
|
$10.7 Million
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
129,065
shares
|
$10.6 Million
2.96% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 05, 2026 Q4 2025 |
123,862
shares
|
$10.1 Million
6.4% of portfolio
|
Q4 2025
Reduced 0.25%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
121,102
shares
|
$9.92 Million
0.26% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
117,577
shares
|
$9.63 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
116,255
shares
|
$9.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.48%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
112,913
shares
|
$9.25 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.47%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
108,513
shares
|
$8.89 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
104,770
shares
|
$8.58 Million
0.05% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Jnba Financial Advisors
|
Oct 28, 2025 Q3 2025 |
103,469
shares
|
$8.48 Million
0.79% of portfolio
|
Q3 2025
Reduced 4.21%
|
|