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 |
|---|---|---|---|---|---|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
56,977
shares
|
$4.68 Million
0.37% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
55,409
shares
|
$4.55 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
53,576
shares
|
$4.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Marotta Asset Management
|
Oct 16, 2025 Q3 2025 |
51,609
shares
|
$4.24 Million
0.82% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
50,495
shares
|
$4.15 Million
0.05% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
50,347
shares
|
$4.14 Million
0.09% of portfolio
|
Q2 2025
Reduced 24.04%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
49,866
shares
|
$4.1 Million
1.23% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
49,746
shares
|
$4.09 Million
0.0% of portfolio
|
Q2 2025
Reduced 84.89%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
49,457
shares
|
$4.06 Million
0.13% of portfolio
|
Q2 2025
Added 131.89%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
48,989
shares
|
$4.03 Million
2.28% of portfolio
|
Q2 2023
New holding
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
48,575
shares
|
$3.99 Million
0.12% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
48,289
shares
|
$3.97 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
47,897
shares
|
$3.94 Million
0.57% of portfolio
|
Q3 2023
Reduced 3.74%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
47,158
shares
|
$3.88 Million
3.12% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
46,581
shares
|
$3.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Imc Chicago, LLC
|
Jul 22, 2025 Q2 2025 |
46,193
shares
|
$3.8 Million
0.1% of portfolio
|
Q2 2025
Added 152.97%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
45,717
shares
|
$3.76 Million
1.69% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
45,366
shares
|
$3.73 Million
0.0% of portfolio
|
Q2 2025
Added 43.13%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
43,449
shares
|
$3.57 Million
0.34% of portfolio
|
Q1 2025
Added 67.73%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
41,504
shares
|
$3.41 Million
0.33% of portfolio
|
Q2 2025
Reduced 66.34%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
41,129
shares
|
$3.38 Million
0.08% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
41,064
shares
|
$3.37 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
40,440
shares
|
$3.32 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
33,813
shares
|
$2.78 Million
0.37% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
33,429
shares
|
$2.75 Million
0.78% of portfolio
|
Q2 2025
Reduced 1.8%
|