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 418 institutions that hold shares in the stock, with a total of 25.1 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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
19,906
shares
|
$1.58 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
19,734
shares
|
$1.57 Million
0.56% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
19,727
shares
|
$1.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
19,441
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2025
Reduced 21.57%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
19,368
shares
|
$1.54 Million
0.01% of portfolio
|
Q2 2025
Reduced 89.55%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
19,360
shares
|
$1.54 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
19,093
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 1.62%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
18,861
shares
|
$1.5 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
18,530
shares
|
$1.47 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
18,490
shares
|
$1.47 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
|
$1.46 Million
0.05% of portfolio
|
Q3 2022
Added 14.29%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
18,315
shares
|
$1.46 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Salomon & Ludwin, LLC
|
Jul 29, 2025 Q2 2025 |
17,870
shares
|
$1.42 Million
0.14% of portfolio
|
Q2 2025
Added 11.92%
|
|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
17,295
shares
|
$1.38 Million
0.28% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
16,699
shares
|
$1.33 Million
0.47% of portfolio
|
Q2 2025
Reduced 18.42%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,667
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
16,588
shares
|
$1.32 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.38%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
15,746
shares
|
$1.25 Million
0.61% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
15,637
shares
|
$1.24 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
15,347
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
14,992
shares
|
$1.19 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
14,883
shares
|
$1.18 Million
0.23% of portfolio
|
Q2 2025
Reduced 24.67%
|
|
|
Ltg Capital LLC
|
Aug 05, 2025 Q2 2025 |
14,876
shares
|
$1.18 Million
1.08% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
14,192
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.85%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
14,092
shares
|
$1.12 Million
0.59% of portfolio
|
Q2 2025
Added 1.76%
|