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 |
|---|---|---|---|---|---|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
19,975
shares
|
$1.64 Million
0.25% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
19,734
shares
|
$1.62 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
19,727
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
19,530
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
19,441
shares
|
$1.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 21.57%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
19,368
shares
|
$1.59 Million
0.01% of portfolio
|
Q2 2025
Reduced 89.55%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
19,093
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
18,530
shares
|
$1.52 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
18,490
shares
|
$1.52 Million
0.08% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,359
shares
|
$1.51 Million
0.05% of portfolio
|
Q3 2022
Added 14.29%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
17,940
shares
|
$1.47 Million
0.14% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
17,701
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
Collective Family Office LLC
|
Oct 06, 2025 Q3 2025 |
17,315
shares
|
$1.42 Million
0.35% of portfolio
|
Q3 2025
Reduced 5.46%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
17,295
shares
|
$1.42 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
16,901
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2025
Added 1.89%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,667
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
15,832
shares
|
$1.3 Million
0.48% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
15,746
shares
|
$1.29 Million
0.61% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
15,637
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
15,153
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
15,141
shares
|
$1.24 Million
0.42% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
14,876
shares
|
$1.22 Million
1.08% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Oct 15, 2025 Q3 2025 |
14,705
shares
|
$1.21 Million
0.22% of portfolio
|
Q3 2025
Reduced 1.2%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
14,192
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.85%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
14,024
shares
|
$1.15 Million
0.27% of portfolio
|
Q1 2024
Reduced 0.22%
|