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 412 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
99,704
shares
|
$8.17 Million
1.02% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 10, 2025 Q3 2025 |
96,744
shares
|
$7.93 Million
1.64% of portfolio
|
Q3 2025
Reduced 2.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
96,669
shares
|
$7.92 Million
0.01% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
87,448
shares
|
$7.16 Million
0.87% of portfolio
|
Q3 2025
Reduced 3.74%
|
|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Oct 15, 2025 Q3 2025 |
83,924
shares
|
$6.88 Million
2.44% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2025 Q3 2025 |
83,758
shares
|
$6.86 Million
0.47% of portfolio
|
Q3 2025
Reduced 9.36%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
82,766
shares
|
$6.78 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.4%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
82,132
shares
|
$6.73 Million
0.92% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
78,163
shares
|
$6.4 Million
0.64% of portfolio
|
Q3 2025
Reduced 11.38%
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
77,804
shares
|
$6.37 Million
0.1% of portfolio
|
Q4 2025
Reduced 58.57%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
75,622
shares
|
$6.19 Million
0.0% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 14, 2025 Q3 2025 |
74,812
shares
|
$6.13 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
73,486
shares
|
$6.02 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.06%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
73,320
shares
|
$6.01 Million
0.42% of portfolio
|
Q3 2025
Reduced 3.72%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
73,280
shares
|
$6 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
70,088
shares
|
$5.74 Million
2.71% of portfolio
|
Q3 2025
Reduced 1.19%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
69,328
shares
|
$5.68 Million
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Diligent Investors, LLC
|
Nov 13, 2025 Q3 2025 |
68,413
shares
|
$5.6 Million
1.68% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
64,311
shares
|
$5.27 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
63,816
shares
|
$5.23 Million
1.57% of portfolio
|
Q3 2025
Reduced 26.27%
|
|
|
Waller Financial Planning Group, Inc
|
Oct 09, 2025 Q3 2025 |
63,646
shares
|
$5.21 Million
1.22% of portfolio
|
Q3 2025
Added 1.78%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
60,484
shares
|
$4.95 Million
0.55% of portfolio
|
Q3 2025
Added 1288.2%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
59,871
shares
|
$4.9 Million
0.2% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
58,913
shares
|
$4.83 Million
0.43% of portfolio
|
Q3 2025
Added 35.59%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
56,977
shares
|
$4.67 Million
0.37% of portfolio
|
Q3 2025
Added 0.01%
|
|