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 372 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ntv Asset Management LLC
|
Oct 31, 2024 Q3 2024 |
3,725
shares
|
$295,429
0.04% of portfolio
|
Q2 2024
Reduced 5.1%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 06, 2024 Q3 2024 |
3,644
shares
|
$289,005
0.06% of portfolio
|
Q3 2022
Reduced 4.26%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
3,626
shares
|
$287,578
0.0% of portfolio
|
Q3 2024
Reduced 68.15%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
3,568
shares
|
$282,978
0.02% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
3,565
shares
|
$282,740
0.01% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
3,456
shares
|
$274,095
0.04% of portfolio
|
Q2 2024
Reduced 5.57%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
3,363
shares
|
$266,719
0.06% of portfolio
|
Q3 2024
Reduced 15.03%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,285
shares
|
$260,533
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,254
shares
|
$258,074
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
3,244
shares
|
$257,281
0.02% of portfolio
|
Q3 2024
Reduced 23.74%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
3,189
shares
|
$252,919
0.02% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,186
shares
|
$252,681
0.0% of portfolio
|
Q2 2024
Reduced 20.07%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,143
shares
|
$249,271
0.03% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Destiny Capital Corp/Co
Golden, CO |
Nov 06, 2024 Q3 2024 |
3,126
shares
|
$247,923
0.15% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
3,090
shares
|
$245,067
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
3,085
shares
|
$244,671
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
3,085
shares
|
$244,671
0.06% of portfolio
|
Q3 2024
Reduced 3.86%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
2,984
shares
|
$236,661
0.13% of portfolio
|
Q3 2024
Reduced 9.6%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
2,968
shares
|
$235,392
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Oct 16, 2024 Q3 2024 |
2,946
shares
|
$233,647
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Oct 11, 2024 Q3 2024 |
2,894
shares
|
$229,523
0.04% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,873
shares
|
$227,857
0.01% of portfolio
|
Q2 2020
Added 2.45%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
2,846
shares
|
$225,716
0.0% of portfolio
|
Q3 2024
Reduced 57.66%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
2,840
shares
|
$225,240
0.01% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
2,825
shares
|
$224,050
0.01% of portfolio
|
Q4 2023
New holding
|