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 374 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 $2.29 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
12,173
shares
|
$1.01 Million
0.07% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
11,920
shares
|
$989,121
0.01% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
11,849
shares
|
$983,230
0.18% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
11,772
shares
|
$976,840
0.03% of portfolio
|
Q3 2024
Reduced 67.72%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
11,602
shares
|
$962,733
0.25% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Hfg Advisors, Inc.
|
Oct 16, 2024 Q3 2024 |
11,580
shares
|
$960,908
0.85% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
11,402
shares
|
$946,137
0.47% of portfolio
|
Q3 2024
Added 17.49%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,390
shares
|
$945,142
0.06% of portfolio
|
Q4 2023
Reduced 2.8%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
11,109
shares
|
$921,824
0.32% of portfolio
|
Q4 2024
Added 30.2%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,068
shares
|
$918,422
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,966
shares
|
$909,958
0.01% of portfolio
|
Q3 2024
Reduced 30.78%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
10,902
shares
|
$904,647
0.17% of portfolio
|
Q3 2024
Added 28.39%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
10,815
shares
|
$897,428
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,757
shares
|
$892,615
0.05% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
10,624
shares
|
$881,579
0.09% of portfolio
|
Q3 2024
Added 62.57%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
10,394
shares
|
$862,494
0.86% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$829,800
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Eclectic Associates Inc
|
Oct 04, 2024 Q3 2024 |
9,681
shares
|
$803,329
0.32% of portfolio
|
Q3 2024
Reduced 3.92%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
9,580
shares
|
$794,948
0.63% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
9,322
shares
|
$773,539
0.39% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
9,269
shares
|
$769,141
0.43% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
9,178
shares
|
$761,590
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
9,141
shares
|
$758,520
0.23% of portfolio
|
Q4 2024
Added 48.18%
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
9,127
shares
|
$757,358
0.07% of portfolio
|
Q3 2024
Added 98.72%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
9,091
shares
|
$754,371
0.04% of portfolio
|
Q2 2023
Reduced 1.73%
|