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 |
|---|---|---|---|---|---|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2025 Q3 2025 |
4,323
shares
|
$354,140
0.03% of portfolio
|
Q3 2025
Reduced 9.79%
|
|
|
Acas, LLC
|
Aug 14, 2025 Q2 2025 |
4,310
shares
|
$353,075
0.27% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jan 07, 2026 Q4 2025 |
4,222
shares
|
$345,866
0.12% of portfolio
|
Q4 2025
Reduced 2.9%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
4,202
shares
|
$344,227
0.12% of portfolio
|
Q3 2025
Reduced 5.21%
|
|
|
Kwb Wealth
Redlands, CA |
Jan 12, 2026 Q4 2025 |
4,126
shares
|
$338,001
0.04% of portfolio
|
Q4 2025
Reduced 8.64%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 15, 2025 Q3 2025 |
4,011
shares
|
$328,581
0.26% of portfolio
|
Q3 2025
Reduced 5.45%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
3,991
shares
|
$326,942
0.08% of portfolio
|
Q3 2025
Reduced 7.36%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
3,986
shares
|
$326,533
0.09% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
3,933
shares
|
$322,191
0.04% of portfolio
|
Q4 2025
Reduced 8.81%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
3,786
shares
|
$310,149
0.2% of portfolio
|
Q3 2023
New holding
|
|
|
Centerpoint Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
3,774
shares
|
$309,166
0.1% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
3,734
shares
|
$305,889
0.02% of portfolio
|
Q3 2025
Reduced 17.72%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 14, 2025 Q3 2025 |
3,456
shares
|
$283,115
0.03% of portfolio
|
Q2 2024
Reduced 5.57%
|
|
|
Schneider Downs Wealth Management Advisors, LP
|
Nov 17, 2025 Q3 2025 |
3,395
shares
|
$278,118
0.03% of portfolio
|
Q4 2024
Reduced 6.83%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
3,305
shares
|
$270,745
0.0% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
3,297
shares
|
$270,090
0.0% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
3,285
shares
|
$269,107
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Alta Wealth Advisors LLC
|
Nov 03, 2025 Q3 2025 |
3,264
shares
|
$267,386
0.1% of portfolio
|
Q3 2025
Reduced 3.75%
|
|
|
Harrison & CO Wealth Management, LLC
|
Jan 17, 2023 Q4 2022 |
3,254
shares
|
$266,567
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 21, 2025 Q3 2025 |
3,250
shares
|
$266,240
0.03% of portfolio
|
Q2 2025
Added 20.1%
|
|
|
Kdk Private Wealth Management, LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
3,218
shares
|
$263,618
0.27% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Retirement Planning Group
|
Oct 27, 2025 Q3 2025 |
3,204
shares
|
$262,471
0.01% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Nov 07, 2025 Q3 2025 |
3,198
shares
|
$261,980
0.11% of portfolio
|
Q3 2025
Reduced 5.05%
|
|
|
Persium Advisors, LLC
Atlanta, GA |
Oct 17, 2025 Q3 2025 |
3,175
shares
|
$260,096
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
3,121
shares
|
$255,672
0.02% of portfolio
|
Q3 2025
Reduced 41.12%
|
|