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 |
|---|---|---|---|---|---|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
15,967
shares
|
$1.29 Million
0.13% of portfolio
|
Q1 2025
Added 16.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
15,637
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
15,347
shares
|
$1.24 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Ltg Capital LLC
|
Apr 30, 2025 Q1 2025 |
15,259
shares
|
$1.24 Million
1.15% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 10, 2025 Q2 2025 |
14,992
shares
|
$1.21 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jul 14, 2025 Q2 2025 |
14,883
shares
|
$1.2 Million
0.23% of portfolio
|
Q2 2025
Reduced 24.67%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
14,745
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 25.25%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
14,257
shares
|
$1.15 Million
0.03% of portfolio
|
Q1 2025
Added 202.57%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
14,024
shares
|
$1.14 Million
0.27% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
13,978
shares
|
$1.13 Million
0.62% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
13,915
shares
|
$1.13 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
13,848
shares
|
$1.12 Million
0.59% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
13,844
shares
|
$1.12 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Mount Yale Investment Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
13,756
shares
|
$1.11 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
12,936
shares
|
$1.05 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
12,854
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Added 335.73%
|
|
|
Hfg Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
12,840
shares
|
$1.04 Million
0.88% of portfolio
|
Q1 2025
Reduced 1.78%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,596
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2022
Added 224.14%
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
12,526
shares
|
$1.01 Million
0.5% of portfolio
|
Q1 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
12,211
shares
|
$988,480
0.37% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
11,927
shares
|
$965,490
0.06% of portfolio
|
Q2 2025
Added 1.5%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Jul 10, 2025 Q2 2025 |
11,764
shares
|
$952,295
0.36% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
11,677
shares
|
$945,253
0.18% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Bill Few Associates, Inc.
|
May 12, 2025 Q1 2025 |
11,473
shares
|
$928,739
0.32% of portfolio
|
Q1 2025
Added 3.28%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,390
shares
|
$922,020
0.06% of portfolio
|
Q4 2023
Reduced 2.8%
|