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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
1,020
shares
|
$83,558
0.0% of portfolio
|
Q2 2025
Added 19.72%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
979
shares
|
$80,199
0.04% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jan 14, 2026 Q4 2025 |
964
shares
|
$78,970
0.06% of portfolio
|
Q4 2025
Added 8.44%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
870
shares
|
$71,270
0.03% of portfolio
|
Q3 2025
Added 5337.5%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
852
shares
|
$69,795
0.0% of portfolio
|
Q4 2025
Added 39.44%
|
|
|
Compass Financial Services Inc
West Des Moines, IA |
Nov 04, 2025 Q3 2025 |
817
shares
|
$66,928
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
761
shares
|
$62,341
0.0% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
760
shares
|
$62,259
0.02% of portfolio
|
Q3 2024
Reduced 28.3%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
741
shares
|
$60,702
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
737
shares
|
$60,375
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
700
shares
|
$57,344
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
643
shares
|
$52,674
0.0% of portfolio
|
Q3 2025
Added 23.89%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
630
shares
|
$51,609
0.02% of portfolio
|
Q3 2025
Added 0.48%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
623
shares
|
$51,036
0.51% of portfolio
|
Q2 2025
Added 921.31%
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
579
shares
|
$47,431
0.0% of portfolio
|
Q2 2025
Reduced 40.8%
|
|
|
Ballast Advisors LLC
|
Nov 12, 2025 Q3 2025 |
531
shares
|
$43,499
0.01% of portfolio
|
Q2 2024
Reduced 15.04%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
530
shares
|
$43,417
0.01% of portfolio
|
Q3 2025
Reduced 32.14%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
515
shares
|
$42,188
0.02% of portfolio
|
Q3 2025
Added 94.34%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
483
shares
|
$39,567
0.0% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
467
shares
|
$38,256
0.0% of portfolio
|
Q3 2025
Added 17.93%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
452
shares
|
$37,027
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
452
shares
|
$37,027
0.0% of portfolio
|
Q4 2024
Added 9.44%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Jan 06, 2026 Q3 2025 |
406
shares
|
$33,259
0.01% of portfolio
|
Q2 2024
Added 83.71%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
380
shares
|
$31,129
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
368
shares
|
$30,146
0.0% of portfolio
|
Q3 2025
Reduced 13.82%
|
|