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 |
|---|---|---|---|---|---|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
55,409
shares
|
$4.54 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
54,427
shares
|
$4.46 Million
0.13% of portfolio
|
Q3 2025
Added 12.05%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
52,029
shares
|
$4.26 Million
0.0% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
50,585
shares
|
$4.14 Million
0.09% of portfolio
|
Q3 2025
Added 0.47%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
50,558
shares
|
$4.14 Million
0.05% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
49,866
shares
|
$4.09 Million
1.23% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Marotta Asset Management
|
Jan 07, 2026 Q4 2025 |
49,377
shares
|
$4.04 Million
0.76% of portfolio
|
Q4 2025
Reduced 4.32%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
48,989
shares
|
$4.01 Million
2.28% of portfolio
|
Q2 2023
New holding
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
47,897
shares
|
$3.92 Million
0.57% of portfolio
|
Q3 2023
Reduced 3.74%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
47,422
shares
|
$3.88 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.11%
|
|
|
Canandaigua National Trust CO Of Florida
Canandaigua, NY |
Oct 07, 2025 Q3 2025 |
47,158
shares
|
$3.86 Million
3.12% of portfolio
|
Q3 2025
Reduced 7.74%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
46,141
shares
|
$3.78 Million
0.08% of portfolio
|
Q4 2025
Added 6.17%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
45,751
shares
|
$3.75 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
45,717
shares
|
$3.75 Million
1.69% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
44,510
shares
|
$3.65 Million
0.0% of portfolio
|
Q3 2025
Added 184.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
41,680
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.61%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
41,378
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.82%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
41,064
shares
|
$3.36 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
38,406
shares
|
$3.15 Million
0.22% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
36,439
shares
|
$2.99 Million
0.02% of portfolio
|
Q3 2025
Added 1806.8%
|
|
|
Townsquare Capital LLC
|
Nov 03, 2025 Q3 2025 |
36,346
shares
|
$2.98 Million
0.48% of portfolio
|
Q3 2025
Reduced 12.43%
|
|
|
Occidental Asset Management, LLC
|
Jan 07, 2026 Q4 2025 |
34,509
shares
|
$2.83 Million
0.35% of portfolio
|
Q4 2025
Reduced 2.21%
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
34,137
shares
|
$2.8 Million
0.81% of portfolio
|
Q4 2025
Added 16.99%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
33,117
shares
|
$2.71 Million
0.22% of portfolio
|
Q2 2025
Added 43.28%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 13, 2026 Q4 2025 |
31,733
shares
|
$2.6 Million
0.59% of portfolio
|
Q4 2025
Reduced 50.14%
|
|