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 |
|---|---|---|---|---|---|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
2,546
shares
|
$208,568
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Breakthru Advisory Services, LLC
Muskego, WI |
Jan 12, 2026 Q4 2025 |
2,540
shares
|
$208,076
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
2,489
shares
|
$203,898
0.01% of portfolio
|
Q4 2025
Reduced 1.93%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
2,473
shares
|
$202,588
0.0% of portfolio
|
Q3 2025
Reduced 94.55%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
2,468
shares
|
$202,178
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Note Advisors, LLC
Buffalo, NY |
Nov 14, 2025 Q3 2025 |
2,457
shares
|
$201,277
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Somerset Trust CO
|
Jan 09, 2026 Q4 2025 |
2,447
shares
|
$200,458
0.07% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
2,418
shares
|
$198,082
0.0% of portfolio
|
Q3 2025
Reduced 21.75%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2026 Q4 2025 |
2,373
shares
|
$194,396
0.03% of portfolio
|
Q4 2025
Reduced 1.45%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,325
shares
|
$190,464
0.02% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Tradewinds Capital Management, LLC
|
Jan 13, 2026 Q4 2025 |
2,289
shares
|
$187,514
0.04% of portfolio
|
Q4 2025
Reduced 0.69%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 20, 2025 Q3 2025 |
2,285
shares
|
$187,187
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
2,081
shares
|
$170,475
0.06% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
2,000
shares
|
$163,840
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,871
shares
|
$153,272
0.05% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
1,744
shares
|
$142,868
0.0% of portfolio
|
Q3 2025
Reduced 26.01%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,687
shares
|
$138,199
0.01% of portfolio
|
Q2 2025
Added 62.06%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,548
shares
|
$126,812
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
1,527
shares
|
$125,091
0.0% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,501
shares
|
$122,961
0.0% of portfolio
|
Q4 2023
Added 0.2%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
1,428
shares
|
$116,981
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Claremont Financial Group, Inc.
Claremont, CA |
Aug 15, 2022 Q1 2022 |
1,371
shares
|
$112,312
0.4% of portfolio
|
Q1 2022
Added 72.45%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
1,365
shares
|
$111,820
0.11% of portfolio
|
Q3 2025
Reduced 88.87%
|
|
|
Lowe Brockenbrough & CO Inc
|
Nov 05, 2025 Q3 2025 |
1,106
shares
|
$90,603
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
1,085
shares
|
$88,883
0.0% of portfolio
|
Q3 2025
New holding
|
|