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 |
|---|---|---|---|---|---|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
14,024
shares
|
$1.12 Million
0.27% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
13,915
shares
|
$1.11 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
12,953
shares
|
$1.03 Million
0.03% of portfolio
|
Q2 2025
Reduced 12.15%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
12,936
shares
|
$1.03 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Hfg Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
12,873
shares
|
$1.02 Million
0.84% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
12,785
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,596
shares
|
$1 Million
0.02% of portfolio
|
Q3 2022
Added 224.14%
|
|
|
Sfg Wealth Management, Llc.
|
Jul 28, 2025 Q2 2025 |
12,526
shares
|
$996,192
0.6% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
12,211
shares
|
$971,140
0.37% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
11,927
shares
|
$948,554
0.06% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Advisor Os, LLC
|
Aug 14, 2025 Q2 2025 |
11,882
shares
|
$944,975
0.1% of portfolio
|
Q2 2025
Added 235.18%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
11,764
shares
|
$935,590
0.36% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
11,677
shares
|
$928,671
0.18% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,390
shares
|
$905,846
0.06% of portfolio
|
Q4 2023
Reduced 2.8%
|
|
|
Keystone Financial Group
|
Aug 13, 2025 Q2 2025 |
11,150
shares
|
$886,759
0.08% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,068
shares
|
$880,238
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
10,815
shares
|
$860,116
0.61% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
10,797
shares
|
$858,685
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
10,721
shares
|
$852,641
1.03% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
10,448
shares
|
$830,929
0.05% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,364
shares
|
$824,248
0.14% of portfolio
|
Q2 2025
Added 23.91%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
10,359
shares
|
$823,851
0.28% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
10,352
shares
|
$823,294
0.07% of portfolio
|
Q2 2025
Reduced 17.98%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Aug 01, 2025 Q2 2025 |
10,308
shares
|
$819,795
0.61% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
10,275
shares
|
$817,170
0.37% of portfolio
|
Q2 2025
Added 6.79%
|