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 372 institutions that hold shares in the stock, with a total of 27.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.22 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
6,074
shares
|
$481,728
0.0% of portfolio
|
Q3 2024
Added 296.99%
|
|
|
Foresight Wealth Management, LLC
|
Feb 13, 2023 Q4 2022 |
5,925
shares
|
$469,911
5.49% of portfolio
|
Q4 2022
Reduced 89.15%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2024 Q3 2024 |
5,919
shares
|
$469,435
0.15% of portfolio
|
Q3 2024
Reduced 98.74%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
5,864
shares
|
$465,073
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
5,864
shares
|
$465,073
0.05% of portfolio
|
Q4 2022
Added 8.21%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Nov 07, 2024 Q3 2024 |
5,823
shares
|
$461,822
0.2% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
5,805
shares
|
$460,394
0.04% of portfolio
|
Q3 2024
Reduced 66.47%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
5,784
shares
|
$458,729
0.05% of portfolio
|
Q3 2024
Added 74.43%
|
|
|
Acas, LLC
|
Nov 05, 2024 Q3 2024 |
5,748
shares
|
$455,873
0.39% of portfolio
|
Q3 2024
Reduced 8.85%
|
|
|
Sensible Money, LLC
Scottsdale, AZ |
Oct 16, 2024 Q3 2024 |
5,747
shares
|
$455,794
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
5,671
shares
|
$449,767
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
5,668
shares
|
$449,529
0.01% of portfolio
|
Q1 2023
Reduced 42.52%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
5,663
shares
|
$449,132
0.3% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,412
shares
|
$429,225
0.0% of portfolio
|
Q3 2024
Reduced 1.67%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
5,363
shares
|
$425,339
0.0% of portfolio
|
Q3 2024
Reduced 50.72%
|
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,319
shares
|
$421,849
0.24% of portfolio
|
Q3 2024
Reduced 7.64%
|
|
|
Sharper & Granite LLC
El Segundo, CA |
Oct 31, 2024 Q3 2024 |
5,315
shares
|
$421,532
0.19% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
5,300
shares
|
$420,343
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
5,111
shares
|
$405,353
0.02% of portfolio
|
Q2 2023
Added 3.44%
|
|
|
Avant Capital LLC
Lafayette, LA |
Nov 07, 2023 Q3 2023 |
5,035
shares
|
$399,325
0.37% of portfolio
|
Q3 2023
Reduced 0.59%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
4,985
shares
|
$395,360
0.1% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
4,960
shares
|
$393,377
0.03% of portfolio
|
Q3 2024
Reduced 7.13%
|
|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
4,948
shares
|
$392,425
0.31% of portfolio
|
Q1 2023
Reduced 10.23%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
4,883
shares
|
$387,270
0.02% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
4,859
shares
|
$385,367
0.11% of portfolio
|
Q3 2024
Reduced 7.2%
|