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 |
|---|---|---|---|---|---|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
7,209
shares
|
$581,766
0.02% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
7,191
shares
|
$580,313
0.04% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
7,115
shares
|
$574,180
0.03% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
7,023
shares
|
$566,756
0.0% of portfolio
|
Q4 2024
Added 85.74%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
7,000
shares
|
$564,900
0.1% of portfolio
|
Q3 2022
Reduced 41.67%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
6,960
shares
|
$561,672
0.08% of portfolio
|
Q3 2024
Reduced 20.27%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
6,959
shares
|
$561,591
0.22% of portfolio
|
Q4 2024
Reduced 12.49%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
6,934
shares
|
$559,573
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 15, 2025 Q4 2024 |
6,772
shares
|
$546,500
0.17% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
6,735
shares
|
$543,514
0.0% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
6,600
shares
|
$532,620
0.0% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Falcon Wealth Planning
|
Jan 22, 2025 Q4 2024 |
6,592
shares
|
$531,974
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
6,546
shares
|
$528,262
0.14% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Jan 13, 2025 Q4 2024 |
6,540
shares
|
$527,778
0.23% of portfolio
|
Q4 2024
Added 23.05%
|
|
|
Sterling Financial Planning, Inc.
|
Jan 31, 2025 Q4 2024 |
6,516
shares
|
$525,841
0.2% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
6,500
shares
|
$524,550
0.22% of portfolio
|
Q4 2024
Reduced 4.97%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
6,285
shares
|
$507,199
0.08% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
6,239
shares
|
$503,487
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
6,174
shares
|
$498,241
0.0% of portfolio
|
Q4 2024
Added 15.12%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
6,055
shares
|
$488,638
0.0% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
6,049
shares
|
$488,154
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Orin Green Financial, LLC
|
Feb 19, 2025 Q4 2024 |
5,976
shares
|
$482,263
0.21% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
5,925
shares
|
$478,147
5.49% of portfolio
|
Q4 2022
Reduced 89.15%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,864
shares
|
$473,224
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
5,864
shares
|
$473,224
0.05% of portfolio
|
Q4 2022
Added 8.21%
|