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 415 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
5,762
shares
|
$466,433
0.06% of portfolio
|
Q1 2025
Reduced 17.21%
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
5,727
shares
|
$463,600
0.02% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
5,705
shares
|
$461,819
0.0% of portfolio
|
Q2 2025
Reduced 21.28%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
May 13, 2025 Q1 2025 |
5,702
shares
|
$461,576
0.19% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,685
shares
|
$460,200
0.0% of portfolio
|
Q1 2025
Reduced 6.11%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,668
shares
|
$458,824
0.01% of portfolio
|
Q1 2023
Reduced 42.52%
|
|
|
Swmg, LLC
Fort Worth, TX |
Apr 28, 2025 Q1 2025 |
5,636
shares
|
$456,234
0.17% of portfolio
|
Q1 2025
Reduced 13.29%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
5,611
shares
|
$454,210
0.03% of portfolio
|
Q2 2025
Added 4.33%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
5,593
shares
|
$452,753
0.03% of portfolio
|
Q1 2025
Added 12.9%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
5,558
shares
|
$449,920
0.09% of portfolio
|
Q1 2025
Added 11.27%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
5,525
shares
|
$447,248
0.01% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
5,409
shares
|
$437,858
0.05% of portfolio
|
Q2 2025
Added 38.3%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
5,350
shares
|
$433,082
0.01% of portfolio
|
Q1 2025
Reduced 85.76%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
5,280
shares
|
$427,416
0.16% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jul 11, 2025 Q2 2025 |
5,230
shares
|
$423,368
0.13% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
5,146
shares
|
$416,568
0.02% of portfolio
|
Q1 2025
Reduced 27.67%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
5,117
shares
|
$414,221
0.11% of portfolio
|
Q2 2025
Added 23.42%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
5,111
shares
|
$413,735
0.02% of portfolio
|
Q2 2023
Added 3.44%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Apr 15, 2025 Q1 2025 |
5,104
shares
|
$413,168
0.18% of portfolio
|
Q1 2025
Added 5.43%
|
|
|
Burt Wealth Advisors
|
Jul 09, 2025 Q2 2025 |
5,052
shares
|
$408,959
0.09% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
4,976
shares
|
$402,807
0.0% of portfolio
|
Q1 2025
Reduced 12.63%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,948
shares
|
$400,540
0.31% of portfolio
|
Q1 2023
Reduced 10.23%
|
|
|
Two Sigma Investments, LP
New York, NY |
May 15, 2025 Q1 2025 |
4,900
shares
|
$396,655
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
4,848
shares
|
$392,445
0.03% of portfolio
|
Q2 2023
Reduced 2.14%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
4,795
shares
|
$388,155
0.01% of portfolio
|
Q1 2025
Reduced 90.0%
|