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 416 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 |
|---|---|---|---|---|---|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
4,795
shares
|
$388,155
0.01% of portfolio
|
Q1 2025
Reduced 90.0%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
May 08, 2025 Q1 2025 |
4,792
shares
|
$387,912
0.03% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
4,762
shares
|
$385,483
0.04% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Motive Wealth Advisors
|
Jul 15, 2025 Q2 2025 |
4,677
shares
|
$378,603
0.17% of portfolio
|
Q2 2025
Added 60.61%
|
|
|
Acas, LLC
|
May 02, 2025 Q1 2025 |
4,668
shares
|
$377,874
0.3% of portfolio
|
Q1 2025
Reduced 8.76%
|
|
|
Falcon Wealth Planning
|
Jul 16, 2025 Q2 2025 |
4,644
shares
|
$375,931
0.04% of portfolio
|
Q2 2025
Reduced 29.76%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
4,629
shares
|
$374,717
0.02% of portfolio
|
Q1 2025
Added 73.7%
|
|
|
Condor Capital Management
Martinsville, NJ |
May 12, 2025 Q1 2025 |
4,627
shares
|
$374,555
0.03% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Friday Financial
Dubuque, IA |
Jul 14, 2025 Q2 2025 |
4,559
shares
|
$369,051
0.18% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
4,538
shares
|
$367,351
0.02% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Avant Capital LLC
Lafayette, LA |
May 12, 2025 Q1 2025 |
4,509
shares
|
$365,003
0.29% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Apeiron Ria LLC
|
May 29, 2025 Q1 2025 |
4,502
shares
|
$364,436
0.11% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
4,482
shares
|
$362,817
0.0% of portfolio
|
Q1 2025
Reduced 0.99%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Apr 08, 2025 Q1 2025 |
4,397
shares
|
$355,937
0.24% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
4,231
shares
|
$342,499
0.12% of portfolio
|
Q2 2025
Reduced 3.56%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
4,059
shares
|
$328,576
0.14% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
3,986
shares
|
$322,666
0.1% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
3,953
shares
|
$319,995
0.04% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
Centerpoint Advisors, LLC
|
May 12, 2025 Q1 2025 |
3,924
shares
|
$317,647
0.11% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 10, 2025 Q2 2025 |
3,812
shares
|
$308,581
0.11% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
3,800
shares
|
$307,610
0.07% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
3,786
shares
|
$306,476
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
3,740
shares
|
$302,753
0.01% of portfolio
|
Q1 2025
Reduced 21.28%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
3,563
shares
|
$288,424
0.0% of portfolio
|
Q1 2025
Added 38.37%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
3,545
shares
|
$286,967
0.03% of portfolio
|
Q1 2025
New holding
|