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 415 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
37,163
shares
|
$3.06 Million
0.02% of portfolio
|
Q1 2025
Reduced 52.32%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
36,095
shares
|
$2.97 Million
0.3% of portfolio
|
Q1 2025
Added 70.26%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
34,330
shares
|
$2.83 Million
0.06% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
34,041
shares
|
$2.8 Million
0.85% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
33,813
shares
|
$2.78 Million
0.37% of portfolio
|
Q2 2025
Added 5.89%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
32,419
shares
|
$2.67 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
32,384
shares
|
$2.67 Million
0.32% of portfolio
|
Q1 2025
Reduced 7.66%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
31,749
shares
|
$2.61 Million
0.28% of portfolio
|
Q1 2025
Reduced 13.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
31,695
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 96.83%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
31,533
shares
|
$2.6 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.03%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
30,110
shares
|
$2.48 Million
0.04% of portfolio
|
Q1 2025
Added 53.61%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
29,706
shares
|
$2.45 Million
0.78% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
28,981
shares
|
$2.39 Million
1.04% of portfolio
|
Q1 2023
Added 0.5%
|
|
|
Gts Securities LLC
New York, NY |
May 15, 2025 Q1 2025 |
28,287
shares
|
$2.33 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Ignite Planners, LLC
|
Jul 23, 2025 Q2 2025 |
28,245
shares
|
$2.32 Million
0.36% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
27,927
shares
|
$2.3 Million
0.19% of portfolio
|
Q4 2024
Added 610.07%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
26,091
shares
|
$2.15 Million
0.07% of portfolio
|
Q2 2025
Added 38.35%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Apr 22, 2025 Q1 2025 |
24,928
shares
|
$2.05 Million
1.66% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
24,787
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 8.66%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
24,559
shares
|
$2.02 Million
0.04% of portfolio
|
Q1 2025
Reduced 2.24%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
24,462
shares
|
$2.01 Million
1.67% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
23,813
shares
|
$1.96 Million
0.02% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
23,714
shares
|
$1.95 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.26%
|
|
|
Financial Guidance Group, Inc.
|
Apr 23, 2025 Q1 2025 |
23,659
shares
|
$1.95 Million
1.11% of portfolio
|
Q1 2025
Reduced 9.08%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
23,576
shares
|
$1.94 Million
0.69% of portfolio
|
Q1 2025
Added 64.58%
|