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 |
|---|---|---|---|---|---|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
118,673
shares
|
$9.61 Million
0.27% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
117,815
shares
|
$9.54 Million
0.95% of portfolio
|
Q1 2025
Reduced 7.03%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
117,493
shares
|
$9.51 Million
1.1% of portfolio
|
Q2 2025
Reduced 34.76%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
114,350
shares
|
$9.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 17.43%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
106,172
shares
|
$8.59 Million
0.01% of portfolio
|
Q1 2025
Added 43.6%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
102,071
shares
|
$8.26 Million
1.09% of portfolio
|
Q2 2025
Added 6.85%
|
|
|
Prestige Wealth Management Group LLC
|
May 12, 2025 Q1 2025 |
97,057
shares
|
$7.86 Million
1.67% of portfolio
|
Q1 2025
Added 21.28%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
93,046
shares
|
$7.53 Million
0.85% of portfolio
|
Q1 2025
Reduced 5.0%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
91,552
shares
|
$7.41 Million
0.93% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
88,705
shares
|
$7.18 Million
0.56% of portfolio
|
Q1 2025
Reduced 11.49%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
88,008
shares
|
$7.12 Million
0.04% of portfolio
|
Q1 2025
Added 4.59%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
86,554
shares
|
$7.01 Million
2.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
86,204
shares
|
$6.98 Million
0.02% of portfolio
|
Q4 2024
Added 36.53%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jul 09, 2025 Q2 2025 |
82,905
shares
|
$6.71 Million
2.46% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
81,889
shares
|
$6.63 Million
0.02% of portfolio
|
Q1 2025
Added 510.34%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
77,880
shares
|
$6.3 Million
0.23% of portfolio
|
Q2 2025
Reduced 61.44%
|
|
|
Sage Financial Group Inc
|
Apr 22, 2025 Q1 2025 |
76,374
shares
|
$6.18 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.36%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
76,320
shares
|
$6.18 Million
1.6% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
74,658
shares
|
$6.04 Million
0.0% of portfolio
|
Q1 2025
Reduced 62.19%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
74,261
shares
|
$6.01 Million
2.86% of portfolio
|
Q1 2025
Reduced 6.35%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
73,280
shares
|
$5.93 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
71,187
shares
|
$5.76 Million
0.03% of portfolio
|
Q1 2025
Added 13.04%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
69,290
shares
|
$5.61 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
68,227
shares
|
$5.52 Million
0.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
67,995
shares
|
$5.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.74%
|