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 |
|---|---|---|---|---|---|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
388
shares
|
$32,452
0.0% of portfolio
|
Q3 2024
Reduced 36.18%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
380
shares
|
$31,783
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
351
shares
|
$29,357
0.0% of portfolio
|
Q4 2024
Added 996.88%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
344
shares
|
$28,772
0.0% of portfolio
|
Q3 2024
Added 2193.33%
|
|
|
Caitlin John, LLC
Brighton, MI |
Nov 14, 2024 Q3 2024 |
330
shares
|
$27,601
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
311
shares
|
$26,012
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
300
shares
|
$25,092
0.01% of portfolio
|
Q1 2023
Added 1400.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
299
shares
|
$25,008
0.0% of portfolio
|
Q2 2024
Added 32.3%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
295
shares
|
$24,673
0.0% of portfolio
|
Q3 2024
Added 2007.14%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
274
shares
|
$22,917
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
266
shares
|
$22,248
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Family Capital Trust CO
|
Oct 29, 2024 Q3 2024 |
251
shares
|
$20,993
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
233
shares
|
$19,488
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
231
shares
|
$19,320
0.0% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
228
shares
|
$19,069
0.0% of portfolio
|
Q2 2018
Added 52.0%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
223
shares
|
$18,651
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
218
shares
|
$18,233
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
214
shares
|
$17,898
0.0% of portfolio
|
Q3 2024
Added 0.47%
|
|
|
Future Financial Wealth Managment LLC
|
Jan 13, 2025 Q4 2024 |
210
shares
|
$17,564
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
209
shares
|
$17,480
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
200
shares
|
$16,728
0.0% of portfolio
|
Q4 2023
Reduced 33.33%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
190
shares
|
$15,891
0.0% of portfolio
|
Q1 2024
Reduced 53.32%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
187
shares
|
$15,640
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
180
shares
|
$15,055
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
177
shares
|
$14,804
0.0% of portfolio
|
Q1 2024
New holding
|