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 |
|---|---|---|---|---|---|
|
Aviso Wealth Management
Bellevue, WA |
May 08, 2025 Q1 2025 |
2,732
shares
|
$221,155
0.11% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,713
shares
|
$219,617
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
2,706
shares
|
$219,050
0.03% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
2,695
shares
|
$218,160
0.01% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
2,665
shares
|
$215,731
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
2,652
shares
|
$214,679
0.03% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
2,648
shares
|
$214,355
0.02% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,631
shares
|
$212,979
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
2,624
shares
|
$212,412
0.02% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
2,357
shares
|
$190,799
0.0% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
2,285
shares
|
$184,970
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Tradewinds Capital Management, LLC
|
Apr 25, 2025 Q1 2025 |
2,283
shares
|
$184,808
0.05% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
2,078
shares
|
$168,214
0.07% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,000
shares
|
$161,900
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,886
shares
|
$152,671
0.05% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
1,684
shares
|
$136,319
0.0% of portfolio
|
Q1 2025
Reduced 40.3%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,548
shares
|
$125,310
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
1,523
shares
|
$123,286
0.0% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,501
shares
|
$121,505
0.0% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
1,371
shares
|
$110,982
0.4% of portfolio
|
Q1 2022
Added 72.45%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,183
shares
|
$95,763
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,041
shares
|
$84,268
0.01% of portfolio
|
Q1 2025
Added 3903.85%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
989
shares
|
$80,059
0.06% of portfolio
|
Q2 2025
Added 488.69%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
975
shares
|
$78,926
0.04% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
852
shares
|
$68,969
0.0% of portfolio
|
Q1 2025
Added 184.95%
|