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 412 institutions that hold shares in the stock, with a total of 26 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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,667
shares
|
$1.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
15,967
shares
|
$1.25 Million
0.13% of portfolio
|
Q1 2025
Added 16.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
15,637
shares
|
$1.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Ltg Capital LLC
|
Apr 30, 2025 Q1 2025 |
15,259
shares
|
$1.19 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
15,233
shares
|
$1.19 Million
0.51% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
14,745
shares
|
$1.15 Million
0.03% of portfolio
|
Q4 2024
Added 25.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
14,257
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Added 202.57%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
14,024
shares
|
$1.09 Million
0.27% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
13,978
shares
|
$1.09 Million
0.62% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
13,915
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
13,848
shares
|
$1.08 Million
0.59% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
13,844
shares
|
$1.08 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
13,756
shares
|
$1.07 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
13,188
shares
|
$1.03 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
12,854
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Added 335.73%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
12,840
shares
|
$1 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Apr 28, 2025 Q1 2025 |
12,622
shares
|
$985,273
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,596
shares
|
$983,243
0.02% of portfolio
|
Q3 2022
Added 224.14%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
12,526
shares
|
$977,779
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
12,211
shares
|
$953,190
0.37% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Apr 08, 2025 Q1 2025 |
11,813
shares
|
$922,122
0.39% of portfolio
|
Q1 2025
Reduced 6.38%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
11,751
shares
|
$917,283
0.07% of portfolio
|
Q1 2025
Reduced 3.47%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
11,677
shares
|
$911,506
0.18% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
11,473
shares
|
$895,582
0.32% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,390
shares
|
$889,103
0.06% of portfolio
|
Q4 2023
Reduced 2.8%
|