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 |
|---|---|---|---|---|---|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
17,665
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.14%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
17,485
shares
|
$1.4 Million
0.09% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
17,193
shares
|
$1.37 Million
0.09% of portfolio
|
Q3 2024
Reduced 14.55%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
17,082
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
16,588
shares
|
$1.32 Million
0.0% of portfolio
|
Q3 2024
Added 124.47%
|
|
|
Mai Capital Management
|
Nov 07, 2024 Q3 2024 |
15,517
shares
|
$1.24 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.19%
|
|
|
Ltg Capital LLC
|
Nov 01, 2024 Q3 2024 |
15,298
shares
|
$1.22 Million
1.1% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
15,165
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 10.19%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
14,962
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Added 83.9%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
14,848
shares
|
$1.19 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
14,758
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2024
Added 2.86%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
14,361
shares
|
$1.15 Million
0.83% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
14,024
shares
|
$1.12 Million
0.27% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
13,973
shares
|
$1.12 Million
0.66% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Salomon & Ludwin, LLC
|
Oct 24, 2024 Q3 2024 |
13,732
shares
|
$1.1 Million
0.11% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
13,472
shares
|
$1.08 Million
0.14% of portfolio
|
Q3 2024
Added 0.61%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
13,213
shares
|
$1.06 Million
0.05% of portfolio
|
Q3 2024
Reduced 6.83%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 28, 2024 Q3 2024 |
13,171
shares
|
$1.05 Million
0.54% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
12,835
shares
|
$1.03 Million
0.47% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,596
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2022
Added 224.14%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
12,229
shares
|
$976,607
0.39% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
12,222
shares
|
$976,048
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,218
shares
|
$975,729
0.02% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
11,849
shares
|
$946,261
0.18% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
11,813
shares
|
$943,386
0.07% of portfolio
|
Q3 2024
Reduced 1.13%
|