MDYV

State Street SPDR S&P 400 Mid Cap Value ETF
$84.43-1.15 (-1.34%)Financial ServicesNYSE_ARCA

Institutional Holders

50

as of Q4 2025

Total Shares Held

2.0646891303671126e+284B

Total Value

$1.8140311000010618e+233T

% of Float

Price History

$66.87$73.28$79.70$86.12$92.53Sep 24Jun 25Mar 26

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1WEALTH ENHANCEMENT ADVISORY SERVICES, LLC2,064,689$181.4M0.25%Share
2NorthRock Partners, LLC1,303,671$110.0M1.86%Share
3Financial Engines Advisors L.L.C.1,254,079$106.2M0.20%Share
4LPL Financial LLC1,053,654$89.0M0.02%Share
5Avantax Planning Partners, Inc.893,442$75.0M2.10%Share
6Lutz Financial Services LLC783,438$66.3M4.51%Share
7MORGAN STANLEY641,753$54.0M0.00%Share
8FAS Wealth Partners, Inc.610,840$51.7M3.34%Share
9TIAA TRUST, NATIONAL ASSOCIATION531,704$45.0M0.11%Share
10CANANDAIGUA NATIONAL BANK & TRUST CO406,771$34.4M3.09%Share
11Cetera Investment Advisers381,286$32.0M0.03%Share
12WELLS FARGO & COMPANY/MN386,565$32.0M0.01%Share
13Klingman & Associates, LLC371,154$31.4M1.52%Share
14First Pacific Financial369,750$31.3M4.09%Share
15FIRST NATIONAL TRUST CO361,113$30.0M1.00%Share
16AE Wealth Management LLC314,565$26.6M0.15%Share
17HighTower Advisors, LLC313,909$26.0M0.03%Share
18Convergence Financial, LLC306,362$25.9M3.78%Share
19Equitable Holdings, Inc.283,888$24.0M0.16%Share
20GHP Investment Advisors, Inc.281,407$23.8M0.98%Share
21STIFEL FINANCIAL CORP253,822$21.0M0.02%Share
22WCG Wealth Advisors LLC240,820$20.4M0.57%Share
23Asset Dedication, LLC232,310$19.7M1.29%Share
24GOLDMAN SACHS GROUP INC224,485$19.0M0.00%Share
25Rodgers & Associates, LTD220,040$18.6M1.89%Share
26TD Capital Management LLC219$18.5M0.00%Share
27JONES FINANCIAL COMPANIES LLLP215,454$18.0M0.01%Share
28CWM, LLC201,385$17.0M0.05%Share
29MERCER GLOBAL ADVISORS INC /ADV203,268$17.0M0.03%Share
30BENJAMIN EDWARDS INC195,833$16.6M0.18%Share
31ERn Financial, LLC175,750$14.9M2.80%Share
32AE Wealth Management LLC161,846$13.7M0.08%Share
33BALANCED WEALTH GROUP LLC156,582$13.1M4.80%Share
34MML INVESTORS SERVICES, LLC162,800$13.0M0.03%Share
35McAdam, LLC148,150$12.0M0.55%Share
36SIGNET FINANCIAL MANAGEMENT, LLC132,560$11.2M1.25%Share
37IHT Wealth Management, LLC139,895$11.0M0.27%Share
38Marathon Mission, Inc.123,862$10.5M6.06%Share
39Private Wealth Management Group, LLC122,379$10.4M2.77%Share
40AMERIPRISE FINANCIAL INC120,829$10.0M0.00%Share
41ALESCO ADVISORS LLC115,831$9.8M0.25%Share
42CARY STREET PARTNERS FINANCIAL LLC115,078$9.7M0.24%Share
43COMMONWEALTH EQUITY SERVICES, LLC107,980$9.0M0.01%Share
44JNBA Financial Advisors98,958$8.4M0.73%Share
45Prestige Wealth Management Group LLC97,049$8.2M1.57%Share
46CAPITAL WEALTH MANAGEMENT, LLC90,908$7.7M2.49%Share
47MONECO ADVISORS, LLC89,334$7.6M0.60%Share
48WealthShield Partners, LLC86,990$7.4M0.81%Share
49IAG Wealth Partners, LLC83,411$7.1M0.82%Share
50Mariner, LLC91,698$7.0M0.01%Share