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 |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
104,869
shares
|
$8.62 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.27%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
104,770
shares
|
$8.61 Million
0.05% of portfolio
|
Q2 2025
Added 19.05%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
99,704
shares
|
$8.19 Million
1.02% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Prestige Wealth Management Group LLC
|
Aug 13, 2025 Q2 2025 |
99,136
shares
|
$8.15 Million
1.69% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
92,410
shares
|
$7.59 Million
0.52% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
90,842
shares
|
$7.47 Million
0.91% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
89,687
shares
|
$7.37 Million
0.0% of portfolio
|
Q2 2025
Added 31.45%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
88,202
shares
|
$7.25 Million
0.75% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
84,799
shares
|
$6.97 Million
0.04% of portfolio
|
Q2 2025
Added 19.12%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
83,924
shares
|
$6.9 Million
2.44% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Iag Wealth Partners, LLC
|
Aug 13, 2025 Q2 2025 |
83,064
shares
|
$6.83 Million
0.97% of portfolio
|
Q2 2025
Added 43.96%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
77,880
shares
|
$6.4 Million
0.23% of portfolio
|
Q2 2025
Reduced 61.44%
|
|
|
Sage Financial Group Inc
|
Jul 22, 2025 Q2 2025 |
76,149
shares
|
$6.26 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
73,872
shares
|
$6.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
73,280
shares
|
$6.02 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
70,934
shares
|
$5.83 Million
2.63% of portfolio
|
Q2 2025
Reduced 4.48%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
70,629
shares
|
$5.8 Million
1.51% of portfolio
|
Q2 2025
Reduced 7.46%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
69,290
shares
|
$5.69 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
64,311
shares
|
$5.29 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
63,816
shares
|
$5.24 Million
1.57% of portfolio
|
Q3 2025
Reduced 26.27%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
63,646
shares
|
$5.23 Million
1.22% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
59,871
shares
|
$4.92 Million
0.2% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
59,743
shares
|
$4.91 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
58,738
shares
|
$4.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Aug 12, 2025 Q2 2025 |
57,343
shares
|
$4.71 Million
0.45% of portfolio
|
Q2 2025
New holding
|