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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
9,764
shares
|
$802,405
0.07% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
9,715
shares
|
$798,378
0.29% of portfolio
|
Q3 2025
Added 42.87%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Aug 11, 2025 Q2 2025 |
9,593
shares
|
$788,352
0.11% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
9,580
shares
|
$787,284
0.01% of portfolio
|
Q2 2025
Added 12.63%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
9,444
shares
|
$776,107
0.04% of portfolio
|
Q2 2025
Reduced 46.88%
|
|
|
Pacific Sun Financial Corp
|
Jul 30, 2025 Q2 2025 |
9,194
shares
|
$755,562
0.4% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 06, 2025 Q2 2025 |
9,100
shares
|
$747,838
0.02% of portfolio
|
Q2 2025
Added 38.4%
|
|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
9,100
shares
|
$747,838
0.06% of portfolio
|
Q2 2025
Reduced 33.85%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
9,082
shares
|
$746,358
0.0% of portfolio
|
Q2 2025
Added 154.9%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
8,992
shares
|
$738,962
0.22% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
8,700
shares
|
$714,966
0.0% of portfolio
|
Q2 2025
Reduced 52.46%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
8,696
shares
|
$714,637
0.16% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Sja Financial Advisory, LLC
|
Aug 06, 2025 Q2 2025 |
8,580
shares
|
$705,104
0.47% of portfolio
|
Q2 2025
Added 3.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
8,425
shares
|
$692,366
0.0% of portfolio
|
Q2 2025
Reduced 80.66%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
8,031
shares
|
$659,987
0.16% of portfolio
|
Q2 2025
Added 4.57%
|
|
|
Everhart Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
7,883
shares
|
$647,824
0.07% of portfolio
|
Q2 2025
Added 5.94%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
7,802
shares
|
$641,168
0.15% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
7,800
shares
|
$641,004
0.06% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
7,724
shares
|
$634,758
0.12% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
7,651
shares
|
$628,759
0.0% of portfolio
|
Q2 2025
Added 34.58%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,352
shares
|
$604,187
0.2% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
7,269
shares
|
$597,366
0.67% of portfolio
|
Q3 2022
Reduced 0.18%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
7,073
shares
|
$581,259
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
7,000
shares
|
$575,260
0.09% of portfolio
|
Q3 2022
Reduced 41.67%
|
|
|
Arq Wealth Advisors, LLC
|
Aug 18, 2025 Q2 2025 |
6,959
shares
|
$571,890
0.18% of portfolio
|
Q4 2024
Reduced 12.49%
|