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 |
|---|---|---|---|---|---|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
47,090
shares
|
$3.8 Million
0.1% of portfolio
|
Q4 2024
Added 97.0%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
45,081
shares
|
$3.64 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.21%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
42,525
shares
|
$3.43 Million
1.94% of portfolio
|
Q4 2024
Added 204.34%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
41,307
shares
|
$3.33 Million
0.12% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
39,271
shares
|
$3.17 Million
0.11% of portfolio
|
Q4 2024
Added 6.48%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
37,578
shares
|
$3.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.02%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
36,522
shares
|
$2.95 Million
0.35% of portfolio
|
Q4 2024
Reduced 41.69%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
35,994
shares
|
$2.9 Million
0.08% of portfolio
|
Q4 2024
Added 2.87%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
35,096
shares
|
$2.83 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
35,072
shares
|
$2.83 Million
0.35% of portfolio
|
Q4 2024
Reduced 1.32%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
34,956
shares
|
$2.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.91%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
34,330
shares
|
$2.77 Million
0.06% of portfolio
|
Q4 2024
Added 5.25%
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
30,864
shares
|
$2.49 Million
0.39% of portfolio
|
Q4 2024
Added 20.13%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
30,381
shares
|
$2.45 Million
0.56% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
29,083
shares
|
$2.35 Million
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
28,981
shares
|
$2.34 Million
1.04% of portfolio
|
Q1 2023
Added 0.5%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
28,851
shares
|
$2.33 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
27,927
shares
|
$2.25 Million
0.19% of portfolio
|
Q4 2024
Added 610.07%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
27,137
shares
|
$2.19 Million
0.04% of portfolio
|
Q4 2024
Added 493.16%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
26,122
shares
|
$2.11 Million
0.02% of portfolio
|
Q4 2024
Reduced 13.49%
|
|
|
Financial Guidance Group, Inc.
|
Jan 29, 2025 Q4 2024 |
26,021
shares
|
$2.1 Million
1.28% of portfolio
|
Q4 2024
Reduced 13.38%
|
|
|
B&D White Capital Company, LLC
|
Feb 04, 2025 Q4 2024 |
25,128
shares
|
$2.03 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
25,121
shares
|
$2.03 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Barden Capital Management, Inc.
|
Feb 06, 2025 Q4 2024 |
24,086
shares
|
$1.94 Million
1.66% of portfolio
|
Q4 2024
Added 4.71%
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Jan 22, 2025 Q4 2024 |
23,887
shares
|
$1.93 Million
1.65% of portfolio
|
Q4 2024
Added 2.57%
|