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 |
|---|---|---|---|---|---|
|
Destiny Capital Corp/Co
Golden, CO |
Oct 31, 2025 Q3 2025 |
3,102
shares
|
$254,115
0.14% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
3,095
shares
|
$253,542
0.03% of portfolio
|
Q1 2025
Reduced 19.3%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
3,081
shares
|
$252,395
0.02% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
3,018
shares
|
$247,234
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
2,987
shares
|
$244,695
0.01% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Gibbs Wealth Management
Alpharetta, GA |
Oct 30, 2025 Q3 2025 |
2,934
shares
|
$240,353
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Certior Financial Group, LLC
King Of Prussia, PA |
Oct 31, 2025 Q3 2025 |
2,890
shares
|
$236,748
0.16% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
2,890
shares
|
$236,748
0.01% of portfolio
|
Q3 2025
Reduced 3.34%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,873
shares
|
$235,356
0.01% of portfolio
|
Q2 2020
Added 2.45%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
2,768
shares
|
$226,754
0.11% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
2,723
shares
|
$223,068
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
2,713
shares
|
$222,248
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
2,712
shares
|
$222,167
0.07% of portfolio
|
Q3 2025
Reduced 28.86%
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
2,695
shares
|
$220,774
0.01% of portfolio
|
Q3 2025
Reduced 9.35%
|
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jan 14, 2026 Q4 2025 |
2,694
shares
|
$220,692
0.03% of portfolio
|
Q4 2025
Reduced 5.71%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
2,679
shares
|
$219,463
0.02% of portfolio
|
Q2 2025
Added 376.69%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
2,661
shares
|
$217,989
0.01% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Vance Wealth, Inc.
Santa Clarita, CA |
Nov 14, 2025 Q3 2025 |
2,653
shares
|
$217,333
0.07% of portfolio
|
Q3 2025
Reduced 3.14%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
2,641
shares
|
$216,350
0.0% of portfolio
|
Q3 2025
Reduced 8.49%
|
|
|
Annex Advisory Services, LLC
|
Oct 17, 2025 Q3 2025 |
2,640
shares
|
$216,268
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
2,631
shares
|
$215,531
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
2,628
shares
|
$215,285
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
2,624
shares
|
$214,958
0.02% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
2,622
shares
|
$214,794
0.05% of portfolio
|
Q3 2025
Reduced 26.45%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
2,567
shares
|
$210,288
0.02% of portfolio
|
Q2 2025
Reduced 9.07%
|
|