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 |
|---|---|---|---|---|---|
|
Courier Capital LLC
|
Apr 14, 2025 Q1 2025 |
22,717
shares
|
$1.84 Million
0.12% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
May 02, 2025 Q1 2025 |
21,919
shares
|
$1.77 Million
0.79% of portfolio
|
Q1 2025
Added 20.94%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
21,328
shares
|
$1.73 Million
0.06% of portfolio
|
Q1 2025
Added 8040.46%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
21,005
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 23.88%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
20,543
shares
|
$1.66 Million
0.01% of portfolio
|
Q1 2025
Added 29.94%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
19,906
shares
|
$1.61 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
19,848
shares
|
$1.61 Million
0.59% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
19,824
shares
|
$1.6 Million
0.06% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
19,589
shares
|
$1.59 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.28%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
19,358
shares
|
$1.57 Million
0.04% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
18,861
shares
|
$1.53 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
18,789
shares
|
$1.52 Million
0.0% of portfolio
|
Q1 2025
Added 6.83%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
18,530
shares
|
$1.5 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,359
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2022
Added 14.29%
|
|
|
Collective Family Office LLC
|
Jul 03, 2025 Q2 2025 |
18,315
shares
|
$1.48 Million
0.38% of portfolio
|
Q2 2025
Reduced 0.97%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
18,300
shares
|
$1.48 Million
0.0% of portfolio
|
Q1 2025
Added 177.27%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
18,261
shares
|
$1.48 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Imc Chicago, LLC
|
Apr 14, 2025 Q1 2025 |
18,260
shares
|
$1.48 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
17,963
shares
|
$1.45 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
17,780
shares
|
$1.44 Million
0.08% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
17,295
shares
|
$1.4 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
16,840
shares
|
$1.36 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
16,699
shares
|
$1.35 Million
0.47% of portfolio
|
Q2 2025
Reduced 18.42%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,667
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
16,588
shares
|
$1.34 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.38%
|