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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
15,810
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ltg Capital LLC
|
Jan 30, 2025 Q4 2024 |
15,345
shares
|
$1.24 Million
1.12% of portfolio
|
Q4 2024
Added 0.31%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
14,832
shares
|
$1.2 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
14,745
shares
|
$1.19 Million
0.03% of portfolio
|
Q4 2024
Added 25.25%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
14,595
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.7%
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
14,531
shares
|
$1.17 Million
0.05% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Feb 11, 2025 Q4 2024 |
14,325
shares
|
$1.16 Million
0.51% of portfolio
|
Q4 2024
Added 25.64%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
14,024
shares
|
$1.13 Million
0.27% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jan 15, 2025 Q4 2024 |
13,983
shares
|
$1.13 Million
0.52% of portfolio
|
Q4 2024
Added 8.94%
|
|
|
Mount Yale Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
13,769
shares
|
$1.11 Million
0.09% of portfolio
|
Q4 2024
Added 50.86%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
13,760
shares
|
$1.11 Million
0.12% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Jan 27, 2025 Q4 2024 |
13,744
shares
|
$1.11 Million
0.59% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
13,730
shares
|
$1.11 Million
0.72% of portfolio
|
Q4 2024
Reduced 91.56%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
13,417
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 270.02%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
13,226
shares
|
$1.07 Million
0.81% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Hfg Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
13,073
shares
|
$1.05 Million
0.95% of portfolio
|
Q4 2024
Added 12.89%
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Feb 04, 2025 Q4 2024 |
12,618
shares
|
$1.02 Million
0.42% of portfolio
|
Q4 2024
Reduced 6.65%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,596
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2022
Added 224.14%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
12,287
shares
|
$991,560
0.39% of portfolio
|
Q4 2024
Added 0.47%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
12,173
shares
|
$982,361
0.07% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
11,920
shares
|
$961,944
0.01% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
11,703
shares
|
$944,432
0.18% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,390
shares
|
$919,173
0.06% of portfolio
|
Q4 2023
Reduced 2.8%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
11,109
shares
|
$896,496
0.32% of portfolio
|
Q4 2024
Added 30.2%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,068
shares
|
$893,187
0.06% of portfolio
|
Q3 2022
New holding
|