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 |
|---|---|---|---|---|---|
|
Capital Wealth Management, LLC
W. Warwick, RI |
Jan 16, 2025 Q4 2024 |
69,702
shares
|
$5.62 Million
2.4% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
69,635
shares
|
$5.62 Million
0.01% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
69,290
shares
|
$5.59 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.5%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
68,187
shares
|
$5.5 Million
0.0% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
66,202
shares
|
$5.34 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
64,927
shares
|
$5.24 Million
0.45% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
64,311
shares
|
$5.19 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
62,976
shares
|
$5.08 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.29%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
58,905
shares
|
$4.75 Million
0.87% of portfolio
|
Q4 2024
Reduced 3.22%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
58,439
shares
|
$4.72 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
58,118
shares
|
$4.69 Million
1.39% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
56,739
shares
|
$4.58 Million
0.08% of portfolio
|
Q4 2024
Reduced 2.68%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
56,527
shares
|
$4.56 Million
0.22% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
55,950
shares
|
$4.52 Million
0.0% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Marotta Asset Management
|
Jan 10, 2025 Q4 2024 |
55,243
shares
|
$4.46 Million
0.93% of portfolio
|
Q4 2024
Reduced 5.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
55,228
shares
|
$4.46 Million
0.06% of portfolio
|
Q4 2024
Added 403.63%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
52,951
shares
|
$4.27 Million
2.12% of portfolio
|
Q4 2024
Reduced 5.63%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Jan 06, 2025 Q4 2024 |
50,628
shares
|
$4.09 Million
3.17% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
50,503
shares
|
$4.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
50,385
shares
|
$4.07 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
49,866
shares
|
$4.02 Million
1.23% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
49,517
shares
|
$4 Million
0.1% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
48,989
shares
|
$3.95 Million
2.28% of portfolio
|
Q2 2023
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
47,936
shares
|
$3.87 Million
0.05% of portfolio
|
Q4 2024
Added 1244.63%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
47,897
shares
|
$3.87 Million
0.57% of portfolio
|
Q3 2023
Reduced 3.74%
|