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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
261,025
shares
|
$21.1 Million
0.0% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
255,331
shares
|
$20.7 Million
0.15% of portfolio
|
Q1 2025
Added 34.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
249,664
shares
|
$20.2 Million
0.04% of portfolio
|
Q1 2025
Added 20.31%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
242,170
shares
|
$19.6 Million
0.03% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
226,016
shares
|
$18.3 Million
1.44% of portfolio
|
Q1 2025
Reduced 18.51%
|
|
|
Rodgers & Associates, LTD
|
Apr 22, 2025 Q1 2025 |
216,093
shares
|
$17.5 Million
2.03% of portfolio
|
Q1 2025
Added 2.27%
|
|
|
E Rn Financial, LLC
|
Jul 17, 2025 Q2 2025 |
196,840
shares
|
$15.9 Million
3.41% of portfolio
|
Q2 2025
Reduced 6.34%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
189,110
shares
|
$15.3 Million
0.48% of portfolio
|
Q1 2025
Reduced 33.26%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
185,320
shares
|
$15 Million
0.07% of portfolio
|
Q1 2025
Reduced 67.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
184,711
shares
|
$15 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
169,428
shares
|
$13.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 7.78%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
160,300
shares
|
$13 Million
2.49% of portfolio
|
Q2 2022
Added 54.88%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
157,016
shares
|
$12.7 Million
2.16% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Mc Adam, LLC
|
Jul 15, 2025 Q2 2025 |
153,601
shares
|
$12.4 Million
0.68% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
148,497
shares
|
$12 Million
0.22% of portfolio
|
Q1 2025
Added 5.52%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
142,507
shares
|
$11.5 Million
0.04% of portfolio
|
Q1 2025
Added 6.86%
|
|
|
Balanced Wealth Group LLC
Westlake, OH |
Apr 15, 2025 Q1 2025 |
141,552
shares
|
$11.5 Million
5.27% of portfolio
|
Q1 2025
Reduced 0.93%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
139,556
shares
|
$11.3 Million
3.96% of portfolio
|
Q1 2024
Reduced 0.51%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
135,364
shares
|
$11 Million
1.41% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
134,504
shares
|
$10.9 Million
0.33% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
133,666
shares
|
$10.8 Million
3.8% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
130,960
shares
|
$10.6 Million
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
125,842
shares
|
$10.2 Million
0.02% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
124,943
shares
|
$10.1 Million
6.65% of portfolio
|
Q2 2025
Reduced 19.83%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
123,296
shares
|
$9.98 Million
0.11% of portfolio
|
Q1 2025
Added 3.47%
|