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 402 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.57 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Feb 13, 2025 Q4 2024 |
5,774
shares
|
$465,961
0.86% of portfolio
|
Q4 2024
Reduced 39.73%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jan 15, 2025 Q4 2024 |
5,763
shares
|
$465,074
0.32% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
5,730
shares
|
$462,411
0.02% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Jan 28, 2025 Q4 2024 |
5,702
shares
|
$460,151
0.2% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,695
shares
|
$459,586
0.01% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
5,690
shares
|
$459,183
0.05% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,668
shares
|
$457,407
0.01% of portfolio
|
Q1 2023
Reduced 42.52%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
5,572
shares
|
$449,660
0.02% of portfolio
|
Q4 2024
Reduced 72.21%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
5,456
shares
|
$440,299
0.04% of portfolio
|
Q4 2024
Added 21.92%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
5,408
shares
|
$436,425
0.19% of portfolio
|
Q4 2024
Reduced 7.13%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 27, 2025 Q4 2024 |
5,278
shares
|
$425,934
0.16% of portfolio
|
Q4 2024
Added 13.19%
|
|
|
Acas, LLC
|
Feb 06, 2025 Q4 2024 |
5,116
shares
|
$412,861
0.33% of portfolio
|
Q4 2024
Reduced 11.0%
|
|
|
Staley Capital Advisers Inc
|
Feb 07, 2025 Q4 2024 |
5,111
shares
|
$412,457
0.02% of portfolio
|
Q2 2023
Added 3.44%
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
5,054
shares
|
$407,857
0.23% of portfolio
|
Q4 2024
Reduced 4.98%
|
|
|
Burt Wealth Advisors
|
Feb 06, 2025 Q4 2024 |
5,041
shares
|
$406,808
0.1% of portfolio
|
Q4 2024
Added 1.12%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
4,995
shares
|
$403,096
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Feb 10, 2025 Q4 2024 |
4,960
shares
|
$400,272
0.03% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
4,954
shares
|
$399,787
0.02% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,948
shares
|
$399,303
0.31% of portfolio
|
Q1 2023
Reduced 10.23%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
4,848
shares
|
$391,233
0.03% of portfolio
|
Q2 2023
Reduced 2.14%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
4,841
shares
|
$390,668
0.19% of portfolio
|
Q3 2024
Added 38.47%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
4,761
shares
|
$384,212
0.0% of portfolio
|
Q4 2024
Added 60.41%
|
|
|
Friday Financial
Dubuque, IA |
Feb 11, 2025 Q4 2024 |
4,756
shares
|
$383,809
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
4,751
shares
|
$383,405
0.04% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
4,751
shares
|
$383,405
0.02% of portfolio
|
Q4 2024
Added 2.72%
|