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 |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
33,117
shares
|
$2.72 Million
0.24% of portfolio
|
Q2 2025
Added 43.28%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
31,805
shares
|
$2.61 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
31,577
shares
|
$2.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
31,159
shares
|
$2.56 Million
0.78% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
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%
|
|
|
Bill Few Associates, Inc.
|
Oct 16, 2025 Q3 2025 |
29,180
shares
|
$2.4 Million
0.73% of portfolio
|
Q3 2025
Added 0.24%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
29,144
shares
|
$2.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.51%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
28,981
shares
|
$2.38 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 |
Aug 14, 2025 Q2 2025 |
28,250
shares
|
$2.32 Million
0.57% of portfolio
|
Q2 2025
Reduced 24.67%
|
|
|
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
|
$2.12 Million
1.6% of portfolio
|
Q3 2025
Added 3.35%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
25,487
shares
|
$2.09 Million
0.04% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Barden Capital Management, Inc.
|
Jul 28, 2025 Q2 2025 |
24,459
shares
|
$2.01 Million
1.7% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
23,785
shares
|
$1.95 Million
0.01% of portfolio
|
Q2 2025
Added 21.42%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
23,184
shares
|
$1.91 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Financial Guidance Group, Inc.
|
Jul 29, 2025 Q2 2025 |
23,037
shares
|
$1.89 Million
1.04% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
22,625
shares
|
$1.86 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
22,394
shares
|
$1.84 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%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
21,175
shares
|
$1.74 Million
0.57% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
21,005
shares
|
$1.73 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.88%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
20,624
shares
|
$1.69 Million
0.09% of portfolio
|
Q2 2025
Added 22.47%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
20,305
shares
|
$1.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 45.36%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
19,994
shares
|
$1.64 Million
0.04% of portfolio
|
Q2 2025
Added 3.29%
|