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 372 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Guidance Group, Inc.
|
Oct 23, 2024 Q3 2024 |
30,041
shares
|
$2.4 Million
1.53% of portfolio
|
Q3 2024
Reduced 10.18%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
29,577
shares
|
$2.36 Million
0.56% of portfolio
|
Q3 2024
Added 4.06%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
29,030
shares
|
$2.32 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
28,981
shares
|
$2.31 Million
1.04% of portfolio
|
Q1 2023
Added 0.5%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
25,693
shares
|
$2.05 Million
0.33% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
25,233
shares
|
$2.02 Million
0.05% of portfolio
|
Q3 2024
Reduced 41.11%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
24,786
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 19.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
24,190
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.07%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
23,904
shares
|
$1.91 Million
0.04% of portfolio
|
Q3 2024
Reduced 57.11%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
23,725
shares
|
$1.89 Million
0.07% of portfolio
|
Q3 2024
Reduced 17.78%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
23,288
shares
|
$1.86 Million
1.57% of portfolio
|
Q3 2024
New holding
|
|
|
Barden Capital Management, Inc.
|
Oct 18, 2024 Q3 2024 |
23,003
shares
|
$1.84 Million
1.62% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
22,566
shares
|
$1.8 Million
0.12% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 09, 2024 Q3 2024 |
21,643
shares
|
$1.73 Million
0.67% of portfolio
|
Q3 2024
Reduced 3.8%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
21,175
shares
|
$1.69 Million
0.98% of portfolio
|
Q3 2024
New holding
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
21,080
shares
|
$1.68 Million
0.64% of portfolio
|
Q3 2024
Reduced 7.91%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
20,889
shares
|
$1.67 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.24%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
20,552
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
19,897
shares
|
$1.59 Million
0.06% of portfolio
|
Q2 2024
Reduced 1.04%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
19,278
shares
|
$1.54 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.86%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
18,754
shares
|
$1.5 Million
0.04% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,359
shares
|
$1.47 Million
0.05% of portfolio
|
Q3 2022
Added 14.29%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
17,960
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Oct 29, 2024 Q3 2024 |
17,959
shares
|
$1.43 Million
0.68% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
17,821
shares
|
$1.42 Million
0.28% of portfolio
|
Q3 2024
Added 5.72%
|