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 406 institutions that hold shares in the stock, with a total of 32.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
311
shares
|
$23,987
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
310
shares
|
$23,910
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
309
shares
|
$23,833
0.0% of portfolio
|
Q4 2024
Added 1088.46%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
300
shares
|
$23,139
0.01% of portfolio
|
Q1 2023
Added 1400.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
299
shares
|
$23,061
0.0% of portfolio
|
Q2 2024
Added 32.3%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
276
shares
|
$21,287
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
274
shares
|
$21,133
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
266
shares
|
$20,516
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
262
shares
|
$20,208
0.0% of portfolio
|
Q4 2024
Reduced 63.1%
|
|
|
Family Capital Trust CO
|
Jan 28, 2025 Q4 2024 |
251
shares
|
$19,359
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
233
shares
|
$17,971
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
231
shares
|
$17,817
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
228
shares
|
$17,585
0.0% of portfolio
|
Q2 2018
Added 52.0%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
223
shares
|
$17,199
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
218
shares
|
$16,814
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
215
shares
|
$16,582
0.0% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
210
shares
|
$16,197
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
209
shares
|
$16,120
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
200
shares
|
$15,426
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
191
shares
|
$14,731
0.0% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Private Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
180
shares
|
$13,883
0.0% of portfolio
|
Q2 2024
Reduced 68.09%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
177
shares
|
$13,652
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
163
shares
|
$12,572
0.0% of portfolio
|
Q2 2022
Reduced 13.76%
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
155
shares
|
$11,955
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
151
shares
|
$11,646
0.0% of portfolio
|
Q4 2024
Added 0.67%
|