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 $2.11 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Quadcap Wealth Management, LLC
Frisco, TX |
May 14, 2025 Q1 2025 |
3,456
shares
|
$284,463
0.04% of portfolio
|
Q2 2024
Reduced 5.57%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
3,410
shares
|
$280,677
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Apr 30, 2025 Q1 2025 |
3,408
shares
|
$280,512
0.04% of portfolio
|
Q1 2025
Added 27.4%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
May 13, 2025 Q1 2025 |
3,395
shares
|
$279,442
0.05% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
3,391
shares
|
$279,113
0.13% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
May 15, 2025 Q1 2025 |
3,293
shares
|
$271,046
0.21% of portfolio
|
Q1 2025
Reduced 25.45%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,285
shares
|
$270,388
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
May 06, 2025 Q1 2025 |
3,276
shares
|
$269,647
0.29% of portfolio
|
Q1 2025
Reduced 3.48%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,254
shares
|
$267,836
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
3,243
shares
|
$266,931
0.02% of portfolio
|
Q1 2025
Reduced 23.77%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,226
shares
|
$265,532
0.03% of portfolio
|
Q1 2025
Reduced 43.3%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
3,186
shares
|
$262,239
0.0% of portfolio
|
Q2 2024
Reduced 20.07%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jul 08, 2025 Q2 2025 |
3,175
shares
|
$261,334
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Apr 11, 2025 Q1 2025 |
3,159
shares
|
$260,017
0.12% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
3,095
shares
|
$254,749
0.03% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
3,081
shares
|
$253,597
0.02% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Apr 16, 2025 Q1 2025 |
3,065
shares
|
$252,280
0.16% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
3,048
shares
|
$250,880
0.05% of portfolio
|
Q1 2025
Reduced 2.09%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
2,995
shares
|
$246,518
0.02% of portfolio
|
Q1 2025
Reduced 4.07%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
2,990
shares
|
$246,106
0.01% of portfolio
|
Q1 2025
Reduced 3.7%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 10, 2025 Q2 2025 |
2,887
shares
|
$237,628
0.03% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,873
shares
|
$236,476
0.01% of portfolio
|
Q2 2020
Added 2.45%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
May 13, 2025 Q1 2025 |
2,823
shares
|
$232,361
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
May 15, 2025 Q1 2025 |
2,741
shares
|
$225,611
0.12% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
May 14, 2025 Q1 2025 |
2,739
shares
|
$225,447
0.08% of portfolio
|
Q1 2025
Added 1.48%
|