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 |
|---|---|---|---|---|---|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
22,566
shares
|
$1.82 Million
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
22,566
shares
|
$1.82 Million
0.13% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
Jan 16, 2025 Q4 2024 |
22,275
shares
|
$1.8 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
21,242
shares
|
$1.71 Million
0.64% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
21,200
shares
|
$1.71 Million
0.19% of portfolio
|
Q4 2024
Added 57.36%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
21,009
shares
|
$1.7 Million
0.16% of portfolio
|
Q4 2024
Added 0.57%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
20,856
shares
|
$1.68 Million
0.63% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
20,659
shares
|
$1.67 Million
0.0% of portfolio
|
Q4 2024
Added 0.52%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
20,489
shares
|
$1.65 Million
0.06% of portfolio
|
Q4 2024
Reduced 13.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
20,254
shares
|
$1.63 Million
0.01% of portfolio
|
Q4 2024
Reduced 16.27%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
19,601
shares
|
$1.58 Million
0.03% of portfolio
|
Q4 2024
Added 31.01%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
19,027
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
Added 25.47%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
18,968
shares
|
$1.53 Million
0.06% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
18,878
shares
|
$1.52 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
18,754
shares
|
$1.51 Million
0.04% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,359
shares
|
$1.48 Million
0.05% of portfolio
|
Q3 2022
Added 14.29%
|
|
|
My Purposeful Wealth Corp.
Omaha, NE |
Feb 03, 2025 Q4 2024 |
18,124
shares
|
$1.46 Million
0.66% of portfolio
|
Q4 2024
Added 0.92%
|
|
|
Acorn Financial Advisory Services Inc
|
Feb 14, 2025 Q4 2024 |
17,821
shares
|
$1.44 Million
0.27% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 27, 2025 Q4 2024 |
17,787
shares
|
$1.44 Million
0.57% of portfolio
|
Q4 2024
Added 354.45%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
17,588
shares
|
$1.42 Million
0.0% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
17,561
shares
|
$1.42 Million
0.09% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
17,522
shares
|
$1.41 Million
0.08% of portfolio
|
Q4 2024
Added 1.91%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
17,272
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Collective Family Office LLC
|
Jan 08, 2025 Q4 2024 |
16,491
shares
|
$1.33 Million
0.37% of portfolio
|
Q4 2024
Added 41.46%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
15,918
shares
|
$1.28 Million
0.0% of portfolio
|
Q4 2024
Added 7.86%
|