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 |
|---|---|---|---|---|---|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
255,331
shares
|
$19.9 Million
0.15% of portfolio
|
Q1 2025
Added 34.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
249,664
shares
|
$19.5 Million
0.04% of portfolio
|
Q1 2025
Added 20.31%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
243,860
shares
|
$19 Million
0.28% of portfolio
|
Q1 2025
Reduced 3.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
242,170
shares
|
$18.9 Million
0.03% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
226,016
shares
|
$17.6 Million
1.44% of portfolio
|
Q1 2025
Reduced 18.51%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
216,093
shares
|
$16.9 Million
2.03% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
210,160
shares
|
$16.4 Million
2.61% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
201,976
shares
|
$15.8 Million
0.62% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
189,110
shares
|
$14.8 Million
0.48% of portfolio
|
Q1 2025
Reduced 33.26%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
185,320
shares
|
$14.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 67.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
184,711
shares
|
$14.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Kwb Wealth
Redlands, CA |
Apr 10, 2025 Q1 2025 |
180,099
shares
|
$14.1 Million
1.76% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
169,428
shares
|
$13.2 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
160,300
shares
|
$12.5 Million
2.49% of portfolio
|
Q2 2022
Added 54.88%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
157,016
shares
|
$12.3 Million
2.16% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Apr 15, 2025 Q1 2025 |
155,855
shares
|
$12.2 Million
8.86% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Mc Adam, LLC
|
May 21, 2025 Q1 2025 |
155,544
shares
|
$12.1 Million
0.75% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
148,497
shares
|
$11.6 Million
0.22% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
147,720
shares
|
$11.5 Million
1.58% of portfolio
|
Q1 2025
Reduced 12.45%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
142,507
shares
|
$11.1 Million
0.04% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
141,552
shares
|
$11 Million
5.27% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
139,556
shares
|
$10.9 Million
3.96% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
134,504
shares
|
$10.5 Million
0.33% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
133,666
shares
|
$10.4 Million
3.8% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
130,960
shares
|
$10.2 Million
0.12% of portfolio
|
Q2 2022
New holding
|