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 |
|---|---|---|---|---|---|
|
Rodgers & Associates, LTD
|
Jul 29, 2025 Q2 2025 |
215,566
shares
|
$17.7 Million
1.89% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
209,018
shares
|
$17.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 16.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
205,712
shares
|
$16.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 38.39%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
196,840
shares
|
$16.2 Million
3.41% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
196,259
shares
|
$16.1 Million
0.45% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
187,780
shares
|
$15.4 Million
0.23% of portfolio
|
Q3 2025
Reduced 39.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
184,711
shares
|
$15.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
160,300
shares
|
$13.2 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%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
153,601
shares
|
$12.6 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
152,886
shares
|
$12.6 Million
0.04% of portfolio
|
Q2 2025
Added 86.7%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2025 Q2 2025 |
152,171
shares
|
$12.5 Million
5.3% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
143,303
shares
|
$11.8 Million
0.04% of portfolio
|
Q3 2025
Reduced 6.87%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
140,800
shares
|
$11.6 Million
0.01% of portfolio
|
Q2 2025
Added 32.62%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
139,556
shares
|
$11.5 Million
3.96% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
135,364
shares
|
$11.1 Million
1.41% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
130,960
shares
|
$10.8 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%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
126,115
shares
|
$10.4 Million
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 15, 2025 Q3 2025 |
124,176
shares
|
$10.2 Million
6.63% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
123,000
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
122,769
shares
|
$10.1 Million
0.27% of portfolio
|
Q2 2025
Reduced 8.72%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
118,673
shares
|
$9.75 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
108,513
shares
|
$8.92 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
108,014
shares
|
$8.88 Million
0.83% of portfolio
|
Q2 2025
Reduced 8.32%
|