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 372 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
11,772
shares
|
$940,111
0.03% of portfolio
|
Q3 2024
Reduced 67.72%
|
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
11,658
shares
|
$931,007
0.25% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
11,602
shares
|
$926,535
0.25% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
11,580
shares
|
$924,778
0.85% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,390
shares
|
$909,605
0.06% of portfolio
|
Q4 2023
Reduced 2.8%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,068
shares
|
$883,890
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,966
shares
|
$875,744
0.01% of portfolio
|
Q3 2024
Reduced 30.78%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
10,902
shares
|
$870,633
0.17% of portfolio
|
Q3 2024
Added 28.39%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
10,815
shares
|
$863,685
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,757
shares
|
$859,054
0.05% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
10,628
shares
|
$848,752
0.01% of portfolio
|
Q3 2024
Added 2.64%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
10,624
shares
|
$848,432
0.09% of portfolio
|
Q3 2024
Added 62.57%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
10,550
shares
|
$842,523
0.63% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
10,394
shares
|
$830,064
0.86% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$798,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
9,681
shares
|
$773,124
0.32% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
9,580
shares
|
$765,058
0.63% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
9,322
shares
|
$744,454
0.39% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
9,269
shares
|
$740,222
0.43% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
9,127
shares
|
$728,882
0.07% of portfolio
|
Q3 2024
Added 98.72%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 07, 2024 Q3 2024 |
9,091
shares
|
$726,007
0.04% of portfolio
|
Q2 2023
Reduced 1.73%
|
|
|
Sja Financial Advisory, LLC
|
Nov 25, 2024 Q3 2024 |
9,052
shares
|
$722,892
0.49% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
8,750
shares
|
$698,775
0.01% of portfolio
|
Q3 2024
Reduced 21.49%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
8,532
shares
|
$681,365
0.24% of portfolio
|
Q3 2024
Added 20.39%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Oct 31, 2024 Q3 2024 |
8,493
shares
|
$678,250
0.12% of portfolio
|
Q3 2024
Reduced 0.41%
|