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 |
|---|---|---|---|---|---|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
12,596
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2022
Added 224.14%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
12,229
shares
|
$1.02 Million
0.39% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
12,222
shares
|
$1.02 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
12,218
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
12,173
shares
|
$1.02 Million
0.07% of portfolio
|
Q4 2024
Added 3.05%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
11,920
shares
|
$996,988
0.01% of portfolio
|
Q4 2024
Added 12.16%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
11,849
shares
|
$991,050
0.18% of portfolio
|
Q3 2024
Reduced 4.45%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
11,772
shares
|
$984,610
0.03% of portfolio
|
Q3 2024
Reduced 67.72%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
11,602
shares
|
$970,391
0.25% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Jan 10, 2025 Q3 2024 |
11,402
shares
|
$953,663
0.47% of portfolio
|
Q3 2024
Added 17.49%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
11,390
shares
|
$952,659
0.06% of portfolio
|
Q4 2023
Reduced 2.8%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
11,109
shares
|
$929,156
0.32% of portfolio
|
Q4 2024
Added 30.2%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
11,068
shares
|
$925,727
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
10,966
shares
|
$917,196
0.01% of portfolio
|
Q3 2024
Reduced 30.78%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
10,815
shares
|
$904,566
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
10,757
shares
|
$899,715
0.05% of portfolio
|
Q3 2024
Reduced 6.87%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
10,624
shares
|
$888,591
0.09% of portfolio
|
Q3 2024
Added 62.57%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
10,394
shares
|
$869,354
0.86% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Two Sigma Investments, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
10,000
shares
|
$836,400
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Nov 14, 2024 Q3 2024 |
9,580
shares
|
$801,271
0.63% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Eclectic Associates Inc
|
Jan 21, 2025 Q4 2024 |
9,436
shares
|
$789,227
0.24% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
9,322
shares
|
$779,692
0.39% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
9,269
shares
|
$775,259
0.43% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
9,178
shares
|
$767,647
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
9,141
shares
|
$764,553
0.23% of portfolio
|
Q4 2024
Added 48.18%
|