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 |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
138,493
shares
|
$11.2 Million
0.0% of portfolio
|
Q4 2024
Added 12.7%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
133,725
shares
|
$10.8 Million
4.11% of portfolio
|
Q4 2024
Reduced 6.35%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
133,363
shares
|
$10.8 Million
0.04% of portfolio
|
Q4 2024
Added 3.93%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
130,960
shares
|
$10.6 Million
0.12% of portfolio
|
Q2 2022
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
126,724
shares
|
$10.2 Million
1.05% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
120,592
shares
|
$9.73 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
119,163
shares
|
$9.62 Million
0.11% of portfolio
|
Q4 2024
Added 8.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
114,630
shares
|
$9.25 Million
0.02% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
102,421
shares
|
$8.27 Million
0.63% of portfolio
|
Q4 2024
Added 1.02%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
100,224
shares
|
$8.09 Million
0.57% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
97,940
shares
|
$7.9 Million
1.01% of portfolio
|
Q4 2024
Reduced 23.13%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
97,798
shares
|
$7.89 Million
1.3% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
90,951
shares
|
$7.34 Million
1.06% of portfolio
|
Q4 2024
Added 29.93%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
85,579
shares
|
$6.91 Million
1.76% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
85,528
shares
|
$6.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.88%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
84,609
shares
|
$6.83 Million
0.01% of portfolio
|
Q4 2024
Added 49.06%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
84,142
shares
|
$6.79 Million
0.04% of portfolio
|
Q4 2024
Reduced 20.52%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
80,029
shares
|
$6.46 Million
1.41% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
79,294
shares
|
$6.4 Million
3.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
77,943
shares
|
$6.29 Million
0.05% of portfolio
|
Q4 2024
Added 1183.22%
|
|
|
Sage Financial Group Inc
|
Jan 23, 2025 Q4 2024 |
77,429
shares
|
$6.25 Million
0.5% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
74,479
shares
|
$6.01 Million
0.0% of portfolio
|
Q4 2024
Added 348.99%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
73,280
shares
|
$5.91 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
72,138
shares
|
$5.82 Million
0.0% of portfolio
|
Q4 2024
Added 1.9%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
70,727
shares
|
$5.71 Million
1.43% of portfolio
|
Q4 2024
Added 2.7%
|