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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
14,628
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 42.61%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
14,121
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Added 233.83%
|
|
|
Onyx Bridge Wealth Group LLC
|
Nov 06, 2025 Q3 2025 |
14,091
shares
|
$1.15 Million
0.14% of portfolio
|
Q3 2025
Added 229.92%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
14,024
shares
|
$1.15 Million
0.27% of portfolio
|
Q1 2024
Reduced 0.22%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
Oct 20, 2025 Q3 2025 |
13,830
shares
|
$1.13 Million
0.59% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
13,487
shares
|
$1.1 Million
0.33% of portfolio
|
Q3 2025
Added 49.99%
|
|
|
Ltg Capital LLC
|
Dec 01, 2025 Q3 2025 |
13,132
shares
|
$1.08 Million
0.93% of portfolio
|
Q3 2025
Reduced 11.72%
|
|
|
Hfg Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
12,856
shares
|
$1.05 Million
0.83% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
12,598
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.46%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,596
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2022
Added 224.14%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
12,339
shares
|
$1.01 Million
0.42% of portfolio
|
Q3 2025
Reduced 4.62%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,390
shares
|
$933,068
0.06% of portfolio
|
Q4 2023
Reduced 2.8%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
11,346
shares
|
$929,464
0.08% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Advisor Os, LLC
|
Nov 10, 2025 Q3 2025 |
11,090
shares
|
$908,492
0.09% of portfolio
|
Q3 2025
Reduced 6.67%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
11,083
shares
|
$907,919
0.04% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,068
shares
|
$906,690
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,878
shares
|
$891,125
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
10,870
shares
|
$890,470
0.06% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
10,815
shares
|
$885,964
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Weinberger Asset Management, Inc
Los Angeles, CA |
Oct 15, 2025 Q3 2025 |
10,747
shares
|
$880,394
0.32% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Oct 29, 2025 Q3 2025 |
10,711
shares
|
$877,445
0.59% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
10,680
shares
|
$874,905
0.02% of portfolio
|
Q3 2025
Reduced 17.55%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
10,667
shares
|
$873,840
0.15% of portfolio
|
Q3 2025
Reduced 8.65%
|
|
|
Milestone Asset Management Group, LLC
Avon, CT |
Oct 22, 2025 Q3 2025 |
10,628
shares
|
$870,645
0.56% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
10,613
shares
|
$869,416
0.04% of portfolio
|
Q3 2025
Added 12.38%
|
|