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 374 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
248,438
shares
|
$20.6 Million
0.01% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
230,158
shares
|
$19.1 Million
0.03% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
211,860
shares
|
$17.6 Million
2.6% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Rodgers & Associates, LTD
|
Oct 21, 2024 Q3 2024 |
209,592
shares
|
$17.4 Million
1.99% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
203,012
shares
|
$16.8 Million
0.04% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
200,984
shares
|
$16.7 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
198,250
shares
|
$16.5 Million
0.04% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
190,054
shares
|
$15.8 Million
1.93% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
184,711
shares
|
$15.3 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
180,169
shares
|
$15 Million
0.1% of portfolio
|
Q3 2024
Added 4.23%
|
|
|
Mc Adam, LLC
|
Oct 22, 2024 Q3 2024 |
178,410
shares
|
$14.8 Million
0.8% of portfolio
|
Q3 2024
Reduced 24.72%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
171,357
shares
|
$14.2 Million
0.02% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
168,720
shares
|
$14 Million
1.77% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
162,748
shares
|
$13.5 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
160,300
shares
|
$13.3 Million
2.49% of portfolio
|
Q2 2022
Added 54.88%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
157,836
shares
|
$13.1 Million
8.88% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
157,016
shares
|
$13 Million
2.16% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
142,796
shares
|
$11.8 Million
4.48% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
139,556
shares
|
$11.6 Million
3.96% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Oct 28, 2024 Q3 2024 |
134,734
shares
|
$11.2 Million
4.7% of portfolio
|
Q3 2024
Reduced 45.65%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
134,411
shares
|
$11.2 Million
1.09% of portfolio
|
Q3 2024
Reduced 26.52%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
130,960
shares
|
$10.9 Million
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
128,319
shares
|
$10.6 Million
0.04% of portfolio
|
Q3 2024
Added 28.99%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 01, 2024 Q3 2024 |
127,410
shares
|
$10.6 Million
1.31% of portfolio
|
Q3 2024
Reduced 41.28%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
122,882
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Added 23.17%
|