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 |
|---|---|---|---|---|---|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
25
shares
|
$2,023
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
23
shares
|
$1,861
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
21
shares
|
$1,699
0.0% of portfolio
|
Q1 2025
Reduced 99.15%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
14
shares
|
$1,133
0.0% of portfolio
|
Q4 2024
Reduced 95.25%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
9
shares
|
$728
0.0% of portfolio
|
Q1 2025
Reduced 52.63%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
9
shares
|
$728
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
4
shares
|
$323
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Tompkins Financial Corp
|
Jul 10, 2025 Q2 2025 |
4
shares
|
$323
0.0% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1
shares
|
$80
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Provident Wealth Management, LLC
|
Jul 18, 2025 Q2 2025 |
1
shares
|
$80
0.0% of portfolio
|
Q4 2021
Reduced 66.67%
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|