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 |
|---|---|---|---|---|---|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
7,269
shares
|
$588,425
0.67% of portfolio
|
Q3 2022
Reduced 0.18%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Apr 11, 2025 Q1 2025 |
7,120
shares
|
$576,364
0.15% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
7,023
shares
|
$568,511
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
May 20, 2025 Q1 2025 |
7,023
shares
|
$568,511
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
7,000
shares
|
$566,650
0.1% of portfolio
|
Q3 2022
Reduced 41.67%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
6,968
shares
|
$564,059
0.03% of portfolio
|
Q1 2025
Reduced 3.1%
|
|
|
Arq Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
6,959
shares
|
$563,331
0.2% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
6,934
shares
|
$561,307
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
B&D White Capital Company, LLC
|
May 14, 2025 Q1 2025 |
6,852
shares
|
$554,669
0.08% of portfolio
|
Q1 2025
Reduced 72.73%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
6,748
shares
|
$546,250
0.03% of portfolio
|
Q1 2025
Added 8.16%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,735
shares
|
$545,198
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
May 07, 2025 Q1 2025 |
6,575
shares
|
$532,246
0.02% of portfolio
|
Q1 2025
Added 132.74%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Apr 29, 2025 Q1 2025 |
6,570
shares
|
$531,841
0.21% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
6,563
shares
|
$531,274
0.66% of portfolio
|
Q1 2025
Added 13.66%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
6,517
shares
|
$527,551
0.19% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
6,445
shares
|
$521,722
0.3% of portfolio
|
Q1 2025
Added 27.52%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
6,395
shares
|
$517,675
0.0% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
6,173
shares
|
$499,704
0.09% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
5,942
shares
|
$481,004
0.07% of portfolio
|
Q1 2025
Reduced 5.46%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
5,925
shares
|
$479,628
5.49% of portfolio
|
Q4 2022
Reduced 89.15%
|
|
|
Orin Green Financial, LLC
|
May 06, 2025 Q1 2025 |
5,892
shares
|
$476,957
0.2% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,864
shares
|
$474,690
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
5,864
shares
|
$474,690
0.05% of portfolio
|
Q4 2022
Added 8.21%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Apr 30, 2025 Q1 2025 |
5,794
shares
|
$469,024
0.17% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
5,763
shares
|
$466,514
0.3% of portfolio
|
Q4 2024
Added 1.77%
|