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 |
|---|---|---|---|---|---|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
10,855
shares
|
$875,998
0.28% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
10,815
shares
|
$872,770
0.64% of portfolio
|
Q3 2024
New holding
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
10,734
shares
|
$866,233
0.09% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Feb 03, 2025 Q4 2024 |
10,643
shares
|
$858,890
0.92% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
10,410
shares
|
$840,087
0.08% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Good Life Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
10,305
shares
|
$831,613
0.06% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
10,002
shares
|
$807,161
0.01% of portfolio
|
Q4 2024
Added 14.31%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
9,436
shares
|
$761,485
0.24% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Tag Stone Capital, Inc.
|
Feb 11, 2025 Q4 2024 |
9,376
shares
|
$756,643
0.38% of portfolio
|
Q4 2024
Added 0.58%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
9,178
shares
|
$740,664
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
9,141
shares
|
$737,678
0.23% of portfolio
|
Q4 2024
Added 48.18%
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
9,119
shares
|
$735,903
0.42% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
9,091
shares
|
$733,643
0.04% of portfolio
|
Q2 2023
Reduced 1.73%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
8,813
shares
|
$711,209
0.1% of portfolio
|
Q4 2024
Added 104.34%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
8,534
shares
|
$688,693
0.49% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Jan 15, 2025 Q4 2024 |
8,481
shares
|
$684,416
0.12% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
8,350
shares
|
$673,845
0.01% of portfolio
|
Q3 2024
Added 4.56%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
8,307
shares
|
$670,374
0.14% of portfolio
|
Q4 2024
Added 35.29%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
7,800
shares
|
$629,460
0.07% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
7,700
shares
|
$621,390
0.16% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
7,659
shares
|
$618,081
0.0% of portfolio
|
Q4 2024
Added 44.51%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,352
shares
|
$593,306
0.2% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
7,269
shares
|
$586,608
0.67% of portfolio
|
Q3 2022
Reduced 0.18%
|
|
|
Everhart Financial Group, Inc.
|
Jan 30, 2025 Q4 2024 |
7,266
shares
|
$586,366
0.12% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
7,261
shares
|
$585,962
0.14% of portfolio
|
Q4 2024
Added 2.21%
|