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 377 institutions that hold shares in the stock, with a total of 27.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
4,985
shares
|
$416,945
0.1% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
4,960
shares
|
$414,854
0.03% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,948
shares
|
$413,850
0.31% of portfolio
|
Q1 2023
Reduced 10.23%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
4,883
shares
|
$408,414
0.02% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
4,848
shares
|
$405,486
0.03% of portfolio
|
Q2 2023
Reduced 2.14%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Jan 16, 2025 Q4 2024 |
4,841
shares
|
$404,901
0.19% of portfolio
|
Q3 2024
Added 38.47%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
4,753
shares
|
$397,540
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,730
shares
|
$395,617
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
4,682
shares
|
$391,602
0.03% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 10, 2024 Q3 2024 |
4,663
shares
|
$390,013
0.14% of portfolio
|
Q3 2024
Added 29.78%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
4,625
shares
|
$386,835
0.02% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,575
shares
|
$382,653
0.01% of portfolio
|
Q3 2024
Added 59.85%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
4,538
shares
|
$379,558
0.1% of portfolio
|
Q4 2024
Reduced 6.61%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Jan 13, 2025 Q4 2024 |
4,535
shares
|
$379,307
0.25% of portfolio
|
Q4 2024
Reduced 4.45%
|
|
|
Brown Advisory Inc
|
Nov 13, 2024 Q3 2024 |
4,527
shares
|
$378,638
0.0% of portfolio
|
Q4 2023
Added 4.5%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
4,437
shares
|
$371,110
0.14% of portfolio
|
Q3 2024
Added 8.43%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
4,379
shares
|
$366,259
0.0% of portfolio
|
Q3 2024
Reduced 83.3%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
4,264
shares
|
$356,640
0.01% of portfolio
|
Q4 2024
Added 1.48%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
4,194
shares
|
$350,786
0.15% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
4,053
shares
|
$338,992
0.08% of portfolio
|
Q4 2024
Reduced 1.51%
|
|
|
Ewg Elevate Inc.
|
Jan 13, 2025 Q4 2024 |
4,034
shares
|
$337,403
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
4,027
shares
|
$336,818
0.11% of portfolio
|
Q3 2024
Reduced 67.07%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
3,933
shares
|
$328,956
0.04% of portfolio
|
Q3 2024
Added 29.97%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,924
shares
|
$328,203
0.11% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Centennial Wealth Advisory LLC
|
Oct 30, 2024 Q3 2024 |
3,914
shares
|
$327,366
0.12% of portfolio
|
Q3 2024
Added 12.28%
|