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 |
|---|---|---|---|---|---|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
65,292
shares
|
$5.1 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
64,311
shares
|
$5.02 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
60,163
shares
|
$4.7 Million
0.41% of portfolio
|
Q1 2025
Reduced 7.34%
|
|
|
Marotta Asset Management
|
Apr 02, 2025 Q1 2025 |
58,408
shares
|
$4.56 Million
0.96% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
57,701
shares
|
$4.5 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
56,824
shares
|
$4.44 Million
0.21% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
55,716
shares
|
$4.35 Million
0.57% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
55,250
shares
|
$4.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
52,612
shares
|
$4.11 Million
1.14% of portfolio
|
Q1 2025
Reduced 25.61%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Apr 25, 2025 Q1 2025 |
51,684
shares
|
$4.03 Million
3.51% of portfolio
|
Q1 2025
Added 2.09%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
50,426
shares
|
$3.94 Million
0.05% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
49,866
shares
|
$3.89 Million
1.23% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
49,203
shares
|
$3.84 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
48,989
shares
|
$3.82 Million
2.28% of portfolio
|
Q2 2023
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
48,258
shares
|
$3.77 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
47,897
shares
|
$3.74 Million
0.57% of portfolio
|
Q3 2023
Reduced 3.74%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
46,998
shares
|
$3.67 Million
0.13% of portfolio
|
Q1 2025
Added 19.68%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
44,352
shares
|
$3.46 Million
1.89% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
43,564
shares
|
$3.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 41.51%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
42,885
shares
|
$3.35 Million
0.28% of portfolio
|
Q1 2025
Reduced 4.87%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
41,048
shares
|
$3.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 3.42%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
38,393
shares
|
$3 Million
0.08% of portfolio
|
Q1 2025
Added 6.66%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
37,501
shares
|
$2.93 Million
0.93% of portfolio
|
Q1 2025
Reduced 35.47%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
37,163
shares
|
$2.9 Million
0.02% of portfolio
|
Q1 2025
Reduced 52.32%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
36,095
shares
|
$2.82 Million
0.3% of portfolio
|
Q1 2025
Added 70.26%
|