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 |
|---|---|---|---|---|---|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,285
shares
|
$265,099
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,254
shares
|
$262,597
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Motive Wealth Advisors
|
Jan 21, 2025 Q4 2024 |
3,206
shares
|
$258,724
0.14% of portfolio
|
Q4 2024
Reduced 14.55%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
3,189
shares
|
$257,352
0.02% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
3,186
shares
|
$257,110
0.0% of portfolio
|
Q2 2024
Reduced 20.07%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Jan 13, 2025 Q4 2024 |
3,175
shares
|
$256,222
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
3,122
shares
|
$251,945
0.02% of portfolio
|
Q4 2024
Reduced 12.5%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
3,113
shares
|
$251,219
0.05% of portfolio
|
Q4 2024
Reduced 7.43%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Jan 31, 2025 Q4 2024 |
3,108
shares
|
$250,815
0.15% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
3,105
shares
|
$250,573
0.01% of portfolio
|
Q4 2024
Added 9.33%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
3,092
shares
|
$249,524
0.06% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
3,090
shares
|
$249,363
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
2,950
shares
|
$238,065
0.0% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,873
shares
|
$231,851
0.01% of portfolio
|
Q2 2020
Added 2.45%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2025 Q4 2024 |
2,863
shares
|
$231,044
0.03% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
2,827
shares
|
$228,138
0.12% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Feb 13, 2025 Q4 2024 |
2,825
shares
|
$227,977
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Feb 13, 2025 Q4 2024 |
2,823
shares
|
$227,816
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,821
shares
|
$227,654
0.0% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
2,802
shares
|
$226,121
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Embree Financial Group
Chicago, IL |
Jan 21, 2025 Q4 2024 |
2,759
shares
|
$222,651
0.04% of portfolio
|
Q4 2024
Reduced 2.2%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Feb 11, 2025 Q4 2024 |
2,755
shares
|
$222,328
0.11% of portfolio
|
Q4 2024
Reduced 7.67%
|
|
|
Somerset Trust CO
|
Jan 15, 2025 Q4 2024 |
2,733
shares
|
$220,553
0.09% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Cmc Financial Group
Atlanta, GA |
Feb 11, 2025 Q4 2024 |
2,720
shares
|
$219,504
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,713
shares
|
$218,939
0.05% of portfolio
|
Q3 2024
New holding
|