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 |
|---|---|---|---|---|---|
|
Insight Advisors, LLC
Newtown, PA |
Jul 30, 2025 Q2 2025 |
6,898
shares
|
$566,877
0.14% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
6,807
shares
|
$559,399
0.1% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,735
shares
|
$553,482
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
6,683
shares
|
$549,208
0.05% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
6,670
shares
|
$548,140
0.15% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
6,603
shares
|
$542,634
0.02% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
6,521
shares
|
$535,895
0.18% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
6,445
shares
|
$529,650
0.27% of portfolio
|
Q1 2025
Added 27.52%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
6,227
shares
|
$511,734
0.0% of portfolio
|
Q2 2025
Added 75.9%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jul 21, 2025 Q2 2025 |
6,210
shares
|
$510,337
0.09% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
6,210
shares
|
$510,337
0.02% of portfolio
|
Q2 2025
Reduced 11.58%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
6,105
shares
|
$501,708
0.07% of portfolio
|
Q2 2025
Reduced 1.1%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
5,935
shares
|
$487,738
0.04% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
5,925
shares
|
$486,916
5.49% of portfolio
|
Q4 2022
Reduced 89.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
5,915
shares
|
$486,094
0.0% of portfolio
|
Q2 2025
Reduced 7.51%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
5,864
shares
|
$481,903
0.05% of portfolio
|
Q4 2022
Added 8.21%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,864
shares
|
$481,903
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Orin Green Financial, LLC
|
Jul 29, 2025 Q2 2025 |
5,841
shares
|
$480,013
0.2% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
5,800
shares
|
$476,644
0.01% of portfolio
|
Q2 2025
Added 20.96%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
5,763
shares
|
$473,603
0.27% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
5,762
shares
|
$473,521
0.08% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2025 Q2 2025 |
5,742
shares
|
$471,877
0.55% of portfolio
|
Q2 2025
Reduced 12.51%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
5,705
shares
|
$468,836
0.0% of portfolio
|
Q2 2025
Reduced 21.28%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
5,705
shares
|
$468,836
0.2% of portfolio
|
Q3 2025
Added 25.14%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Aug 04, 2025 Q2 2025 |
5,702
shares
|
$468,590
0.17% of portfolio
|
Q4 2024
Reduced 0.78%
|