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 412 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arq Wealth Advisors, LLC
|
Nov 25, 2025 Q3 2025 |
6,733
shares
|
$551,567
0.18% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Nov 10, 2025 Q3 2025 |
6,707
shares
|
$549,437
0.14% of portfolio
|
Q3 2025
Reduced 2.77%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
6,683
shares
|
$547,471
0.05% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
6,528
shares
|
$534,773
0.26% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Sterling Financial Planning, Inc.
|
Oct 23, 2025 Q3 2025 |
6,521
shares
|
$534,200
0.18% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Pfg Advisors
|
Nov 12, 2025 Q3 2025 |
6,340
shares
|
$519,372
0.02% of portfolio
|
Q3 2025
Reduced 3.98%
|
|
|
Sfg Wealth Management, Llc.
|
Nov 13, 2025 Q3 2025 |
6,263
shares
|
$513,064
0.25% of portfolio
|
Q3 2025
Reduced 50.0%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
6,105
shares
|
$500,121
0.02% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
6,105
shares
|
$500,121
0.08% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
5,932
shares
|
$485,949
0.0% of portfolio
|
Q3 2025
Reduced 22.47%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
5,925
shares
|
$485,376
5.49% of portfolio
|
Q4 2022
Reduced 89.15%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
5,918
shares
|
$484,802
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
5,908
shares
|
$483,983
0.08% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
5,864
shares
|
$480,378
0.05% of portfolio
|
Q4 2022
Added 8.21%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,864
shares
|
$480,378
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
5,775
shares
|
$473,088
0.0% of portfolio
|
Q3 2025
Reduced 7.26%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 20, 2025 Q3 2025 |
5,763
shares
|
$472,104
0.27% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
5,751
shares
|
$471,121
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
5,738
shares
|
$470,056
0.01% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Friday Financial
Dubuque, IA |
Oct 07, 2025 Q3 2025 |
5,705
shares
|
$467,353
0.2% of portfolio
|
Q3 2025
Added 25.14%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Nov 13, 2025 Q3 2025 |
5,702
shares
|
$467,107
0.16% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,668
shares
|
$464,322
0.01% of portfolio
|
Q1 2023
Reduced 42.52%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Nov 04, 2025 Q3 2025 |
5,663
shares
|
$463,912
0.08% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
5,635
shares
|
$461,619
0.0% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
5,635
shares
|
$461,619
0.19% of portfolio
|
Q3 2025
Reduced 3.53%
|
|