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 |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
20,305
shares
|
$1.66 Million
0.01% of portfolio
|
Q2 2025
Reduced 45.36%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
20,224
shares
|
$1.66 Million
0.04% of portfolio
|
Q3 2025
Added 1.15%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
19,815
shares
|
$1.62 Million
0.01% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
19,530
shares
|
$1.6 Million
0.04% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
19,407
shares
|
$1.59 Million
0.23% of portfolio
|
Q4 2025
Reduced 2.84%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
18,530
shares
|
$1.52 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
18,447
shares
|
$1.51 Million
0.52% of portfolio
|
Q4 2025
Reduced 12.88%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
18,426
shares
|
$1.51 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,359
shares
|
$1.5 Million
0.05% of portfolio
|
Q3 2022
Added 14.29%
|
|
|
Collective Family Office LLC
|
Jan 06, 2026 Q4 2025 |
18,139
shares
|
$1.49 Million
0.35% of portfolio
|
Q4 2025
Added 4.76%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
17,940
shares
|
$1.47 Million
0.14% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
17,892
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2025
Added 97.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
17,701
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
17,350
shares
|
$1.42 Million
0.05% of portfolio
|
Q4 2025
Added 2.66%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
17,333
shares
|
$1.42 Million
0.48% of portfolio
|
Q3 2025
Reduced 12.17%
|
|
|
Acorn Financial Advisory Services Inc
|
Oct 24, 2025 Q3 2025 |
17,295
shares
|
$1.42 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.95%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
17,136
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Added 23.15%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,667
shares
|
$1.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 12.4%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
16,642
shares
|
$1.36 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
15,879
shares
|
$1.3 Million
0.55% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 06, 2025 Q3 2025 |
15,832
shares
|
$1.3 Million
0.48% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 15, 2026 Q4 2025 |
15,526
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2025
Added 59.01%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
15,153
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Juncture Wealth Strategies, LLC
|
Oct 14, 2025 Q3 2025 |
15,141
shares
|
$1.24 Million
0.42% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
15,066
shares
|
$1.23 Million
0.06% of portfolio
|
Q3 2025
Reduced 26.95%
|
|