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 24.4 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 |
|---|---|---|---|---|---|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
31,017
shares
|
$2.54 Million
0.27% of portfolio
|
Q3 2025
Reduced 2.48%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
30,835
shares
|
$2.53 Million
0.16% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
29,853
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2025
Added 56.36%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
29,180
shares
|
$2.39 Million
0.73% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
29,144
shares
|
$2.39 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
28,981
shares
|
$2.37 Million
1.04% of portfolio
|
Q1 2023
Added 0.5%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
28,260
shares
|
$2.32 Million
0.42% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
27,745
shares
|
$2.27 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
27,682
shares
|
$2.27 Million
0.0% of portfolio
|
Q3 2025
Reduced 12.33%
|
|
|
Intrua Financial, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
27,483
shares
|
$2.25 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
27,359
shares
|
$2.24 Million
0.2% of portfolio
|
Q3 2025
Reduced 52.29%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
26,825
shares
|
$2.2 Million
0.07% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Oct 20, 2025 Q3 2025 |
25,764
shares
|
$2.11 Million
1.6% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
25,627
shares
|
$2.1 Million
0.01% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Barden Capital Management, Inc.
|
Nov 12, 2025 Q3 2025 |
24,012
shares
|
$1.97 Million
1.66% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
23,856
shares
|
$1.95 Million
0.01% of portfolio
|
Q3 2025
Added 303.31%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
23,184
shares
|
$1.9 Million
0.01% of portfolio
|
Q3 2025
Added 19.7%
|
|
|
Payne Capital Management, LLC
New York, NY |
Dec 01, 2025 Q3 2025 |
23,050
shares
|
$1.89 Million
0.62% of portfolio
|
Q3 2025
Added 16.39%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
22,729
shares
|
$1.86 Million
0.11% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
22,674
shares
|
$1.86 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Financial Guidance Group, Inc.
|
Nov 05, 2025 Q3 2025 |
22,581
shares
|
$1.85 Million
0.99% of portfolio
|
Q3 2025
Reduced 1.98%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
22,394
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.57%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 22, 2025 Q3 2025 |
22,071
shares
|
$1.81 Million
0.55% of portfolio
|
Q3 2025
Added 2.05%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
21,247
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
21,175
shares
|
$1.73 Million
0.57% of portfolio
|
Q3 2025
Added 0.54%
|
|