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 |
|---|---|---|---|---|---|
|
Lex Aurum Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
10,507
shares
|
$860,733
0.14% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Good Life Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
10,448
shares
|
$855,900
0.05% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
10,359
shares
|
$848,609
0.28% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
10,005
shares
|
$819,609
0.03% of portfolio
|
Q3 2025
Added 286.89%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
9,913
shares
|
$812,072
0.21% of portfolio
|
Q4 2025
Reduced 0.27%
|
|
|
Portside Wealth Group, LLC
Provo, UT |
Nov 05, 2025 Q3 2025 |
9,826
shares
|
$804,945
0.11% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
9,800
shares
|
$802,816
0.01% of portfolio
|
Q3 2025
Reduced 30.95%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 21, 2025 Q3 2025 |
9,764
shares
|
$799,866
0.07% of portfolio
|
Q3 2025
Reduced 5.68%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 15, 2025 Q3 2025 |
9,715
shares
|
$795,852
0.29% of portfolio
|
Q3 2025
Added 42.87%
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
9,194
shares
|
$753,172
0.17% of portfolio
|
Q4 2025
Added 34.2%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 07, 2025 Q3 2025 |
9,100
shares
|
$745,472
0.02% of portfolio
|
Q2 2025
Added 38.4%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
9,092
shares
|
$744,816
0.33% of portfolio
|
Q3 2025
Reduced 11.51%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
8,914
shares
|
$730,234
0.38% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Eclectic Associates Inc
|
Oct 09, 2025 Q3 2025 |
8,696
shares
|
$712,376
0.16% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
8,595
shares
|
$704,102
0.49% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
8,511
shares
|
$697,221
0.15% of portfolio
|
Q4 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
8,354
shares
|
$684,359
0.1% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Everhart Financial Group, Inc.
|
Jan 07, 2026 Q4 2025 |
7,857
shares
|
$643,645
0.06% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Sol Capital Management CO
|
Oct 28, 2025 Q3 2025 |
7,800
shares
|
$638,976
0.06% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 14, 2025 Q3 2025 |
7,678
shares
|
$628,981
0.18% of portfolio
|
Q3 2025
Reduced 87.15%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
Nov 06, 2025 Q3 2025 |
7,407
shares
|
$606,781
0.19% of portfolio
|
Q3 2025
Reduced 57.18%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
7,352
shares
|
$602,275
0.2% of portfolio
|
Q1 2024
Added 1.48%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
7,269
shares
|
$595,476
0.67% of portfolio
|
Q3 2022
Reduced 0.18%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
7,075
shares
|
$579,584
0.03% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
7,000
shares
|
$573,440
0.09% of portfolio
|
Q3 2022
Reduced 41.67%
|
|