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 |
|---|---|---|---|---|---|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
273,646
shares
|
$21.1 Million
1.04% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Feb 04, 2025 Q4 2024 |
265,612
shares
|
$20.5 Million
4.25% of portfolio
|
Q4 2024
Added 6.26%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
251,986
shares
|
$19.4 Million
0.29% of portfolio
|
Q4 2024
Added 14.56%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
242,519
shares
|
$18.7 Million
0.0% of portfolio
|
Q4 2024
Added 449.05%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
235,544
shares
|
$18.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
234,889
shares
|
$18.1 Million
0.03% of portfolio
|
Q4 2024
Added 2.06%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
216,903
shares
|
$16.7 Million
0.04% of portfolio
|
Q4 2024
Added 6.84%
|
|
|
E Rn Financial, LLC
|
Jan 14, 2025 Q4 2024 |
211,860
shares
|
$16.3 Million
2.6% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Rodgers & Associates, LTD
|
Jan 21, 2025 Q4 2024 |
211,287
shares
|
$16.3 Million
2.03% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
207,515
shares
|
$16 Million
0.04% of portfolio
|
Q4 2024
Added 4.67%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
200,984
shares
|
$15.5 Million
0.61% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
197,456
shares
|
$15.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
190,115
shares
|
$14.7 Million
0.11% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 13, 2025 Q4 2024 |
190,054
shares
|
$14.7 Million
1.93% of portfolio
|
Q4 2024
Reduced 2.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
184,711
shares
|
$14.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
183,727
shares
|
$14.2 Million
0.02% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
168,720
shares
|
$13 Million
1.77% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Mc Adam, LLC
|
Jan 24, 2025 Q4 2024 |
165,888
shares
|
$12.8 Million
0.73% of portfolio
|
Q4 2024
Reduced 7.02%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
160,300
shares
|
$12.4 Million
2.49% of portfolio
|
Q2 2022
Added 54.88%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
157,836
shares
|
$12.2 Million
8.88% of portfolio
|
Q4 2024
Added 2.7%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
157,016
shares
|
$12.1 Million
2.16% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Feb 10, 2025 Q4 2024 |
142,887
shares
|
$11 Million
5.31% of portfolio
|
Q4 2024
Added 6.05%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
142,735
shares
|
$11 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
140,733
shares
|
$10.9 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
139,556
shares
|
$10.8 Million
3.96% of portfolio
|
Q1 2024
Reduced 0.51%
|