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 |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,068
shares
|
$895,954
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
10,848
shares
|
$878,145
0.09% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
10,815
shares
|
$875,474
0.65% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
10,797
shares
|
$874,017
0.06% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
10,721
shares
|
$867,864
1.03% of portfolio
|
Q1 2025
Added 0.73%
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
10,527
shares
|
$852,160
0.28% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Good Life Advisors, LLC
|
Apr 17, 2025 Q1 2025 |
10,448
shares
|
$845,765
0.06% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Lex Aurum Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,364
shares
|
$838,965
0.14% of portfolio
|
Q2 2025
Added 23.91%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
10,352
shares
|
$837,994
0.07% of portfolio
|
Q2 2025
Reduced 17.98%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
May 06, 2025 Q1 2025 |
10,278
shares
|
$832,004
0.72% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Apr 14, 2025 Q1 2025 |
9,791
shares
|
$792,581
0.12% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
9,622
shares
|
$778,900
0.38% of portfolio
|
Q1 2025
Added 2.62%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
9,194
shares
|
$744,254
0.43% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
9,091
shares
|
$735,916
0.04% of portfolio
|
Q2 2023
Reduced 1.73%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
8,992
shares
|
$727,902
0.22% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Eclectic Associates Inc
|
Jul 17, 2025 Q2 2025 |
8,696
shares
|
$703,941
0.17% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
8,506
shares
|
$688,560
0.01% of portfolio
|
Q1 2025
Reduced 14.96%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
8,350
shares
|
$675,932
0.01% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
8,287
shares
|
$670,832
0.48% of portfolio
|
Q1 2025
Reduced 2.89%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
7,800
shares
|
$631,410
0.07% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
7,724
shares
|
$625,257
0.12% of portfolio
|
Q2 2025
Reduced 3.5%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
7,680
shares
|
$621,696
0.16% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
7,654
shares
|
$619,591
0.11% of portfolio
|
Q1 2025
Added 5.41%
|
|
|
Everhart Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
7,441
shares
|
$602,348
0.08% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,352
shares
|
$595,144
0.2% of portfolio
|
Q1 2024
Added 1.48%
|