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 413 institutions that hold shares in the stock, with a total of 24.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.99 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orin Green Financial, LLC
|
Oct 27, 2025 Q3 2025 |
5,635
shares
|
$461,619
0.19% of portfolio
|
Q3 2025
Reduced 3.53%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
5,614
shares
|
$459,898
0.03% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Norden Group LLC
Provo, UT |
Jan 13, 2026 Q4 2025 |
5,593
shares
|
$458,178
0.05% of portfolio
|
Q4 2025
Added 2.49%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
5,579
shares
|
$457,031
0.02% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Burt Wealth Advisors
|
Nov 05, 2025 Q3 2025 |
5,492
shares
|
$449,904
0.11% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Signature Securities Group Corporation
|
Jan 13, 2026 Q4 2025 |
5,336
shares
|
$437,125
0.15% of portfolio
|
Q4 2025
Added 4.04%
|
|
|
Long View Wealth Management
Atlanta, GA |
Jan 13, 2026 Q4 2025 |
5,266
shares
|
$431,390
0.11% of portfolio
|
Q4 2025
Added 0.34%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
5,252
shares
|
$430,243
0.14% of portfolio
|
Q3 2025
Reduced 34.6%
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
5,242
shares
|
$429,424
0.48% of portfolio
|
Q3 2025
Reduced 8.71%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
5,183
shares
|
$424,591
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2025 Q3 2025 |
5,156
shares
|
$422,379
0.17% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
5,111
shares
|
$418,693
0.02% of portfolio
|
Q2 2023
Added 3.44%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
5,107
shares
|
$418,365
0.01% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
5,046
shares
|
$413,368
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,948
shares
|
$405,340
0.31% of portfolio
|
Q1 2023
Reduced 10.23%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
4,912
shares
|
$402,391
0.12% of portfolio
|
Q3 2025
Reduced 6.95%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
4,873
shares
|
$399,196
0.02% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
4,848
shares
|
$397,148
0.03% of portfolio
|
Q2 2023
Reduced 2.14%
|
|
|
Centennial Wealth Advisory LLC
|
Jan 14, 2026 Q4 2025 |
4,833
shares
|
$395,919
0.12% of portfolio
|
Q4 2025
Added 7.5%
|
|
|
Motive Wealth Advisors
|
Jan 15, 2026 Q4 2025 |
4,591
shares
|
$376,094
0.17% of portfolio
|
Q4 2025
Reduced 1.88%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 10, 2025 Q3 2025 |
4,540
shares
|
$371,916
0.27% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Falcon Wealth Planning
|
Oct 10, 2025 Q3 2025 |
4,474
shares
|
$366,510
0.04% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 07, 2025 Q3 2025 |
4,447
shares
|
$364,298
0.03% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Jan 12, 2026 Q4 2025 |
4,400
shares
|
$360,448
0.07% of portfolio
|
Q4 2025
Added 42.86%
|
|
|
Cultivar Capital, Inc.
Denton, TX |
Jan 09, 2026 Q4 2025 |
4,355
shares
|
$356,761
0.37% of portfolio
|
Q4 2025
Added 25.14%
|
|