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 |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
8,350
shares
|
$666,831
0.01% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Arq Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
7,952
shares
|
$635,046
0.24% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
7,766
shares
|
$620,192
0.16% of portfolio
|
Q3 2024
Reduced 29.99%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
7,500
shares
|
$598,950
0.07% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,352
shares
|
$587,130
0.2% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
7,269
shares
|
$580,502
0.67% of portfolio
|
Q3 2022
Reduced 0.18%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
7,262
shares
|
$579,943
0.13% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
7,209
shares
|
$575,710
0.02% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 06, 2024 Q3 2024 |
7,104
shares
|
$567,325
0.14% of portfolio
|
Q3 2024
Reduced 12.0%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
7,060
shares
|
$563,811
0.03% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
7,000
shares
|
$559,020
0.1% of portfolio
|
Q3 2022
Reduced 41.67%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
6,960
shares
|
$555,825
0.07% of portfolio
|
Q3 2024
Reduced 20.27%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
6,927
shares
|
$553,190
0.04% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Oct 15, 2024 Q3 2024 |
6,851
shares
|
$547,120
0.15% of portfolio
|
Q3 2024
Added 6.12%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
6,840
shares
|
$546,242
0.23% of portfolio
|
Q3 2024
Reduced 26.43%
|
|
|
Long View Wealth Management
Atlanta, GA |
Oct 09, 2024 Q3 2024 |
6,749
shares
|
$538,975
0.17% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,735
shares
|
$537,857
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
6,534
shares
|
$521,805
0.2% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Orin Green Financial, LLC
|
Oct 16, 2024 Q3 2024 |
6,443
shares
|
$514,537
0.22% of portfolio
|
Q2 2024
Reduced 2.14%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
6,332
shares
|
$505,673
0.08% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
6,300
shares
|
$503,118
0.0% of portfolio
|
Q3 2024
Reduced 44.25%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,229
shares
|
$497,447
0.0% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
6,169
shares
|
$492,656
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Lex Aurum Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
6,140
shares
|
$490,340
0.11% of portfolio
|
Q3 2024
Reduced 9.55%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
6,074
shares
|
$485,069
0.0% of portfolio
|
Q3 2024
Added 296.99%
|