MDYV institutional holders

State Street SPDR S&P 400 Mid Cap Value ETF · 395 reporting institutions · $2.1B reported value

Funds that can replace MDYV · MDYV return decomposition

Institutional holdings

Institutions reporting MDYV, largest first
InstitutionReported positionAdvisors at firmReport period
Northrock Partners, LLC$135.4M912026-06-30
Wealth Enhancement Advisory Services, LLC$117.1M1,0262026-06-30
Edelman Financial Engines$116.6M7222026-06-30
Lpl Financial LLC$115.8M23,4582026-06-30
Ae Wealth Management LLC$99.8M4712026-06-30
Avantax Planning Partners, Inc.$90.3M102026-06-30
Lutz Financial Services LLC$78.7M152026-06-30
Morgan Stanley$63.7M23,1852026-06-30
Fas Wealth Partners, Inc.$62.6M232026-06-30
Pacific Life Fund Advisors LLC$56.7M02026-06-30
TIAA-CREF Individual & Institutional Services, LLC$47.4M1,7212026-06-30
Cetera Investment Advisers$40.2M10,3702026-06-30
Convergence Financial, LLC$40M292026-06-30
Equitable Holdings, Inc.$37.9M02026-06-30
First National Trust Co$37.1M02026-06-30
Canandaigua National Corp$35.9M02026-03-31
First Pacific Financial, Inc.$34.7M192026-06-30
Canandaigua National Bank & Trust Co$33.6M02026-06-30
Wells Fargo & Company/mn$33.4M02026-06-30
Klingman & Associates, LLC$32.3M92026-06-30
Jones Financial Companies LLLP$28.3M02026-06-30
Hightower Advisors, LLC$27.9M1,0462026-06-30
Ghp Investment Advisors Inc$27.5M272026-06-30
Mercer Global Advisors Inc /adv$24.6M02026-06-30
Wcg Wealth Advisors LLC$23.9M1302026-06-30
Rodgers & Associates, Ltd$20.9M122026-06-30
MML Investors Services, LLC$17.4M5,1202026-06-30
Cwm, LLC$16.9M6672026-03-31
Ern Financial, LLC$16.2M102026-06-30
Asset Dedication, LLC$14M112026-06-30
Moneco Advisors, LLC$12.2M502026-06-30
Summit Financial, LLC$12.1M2292026-06-30
Marathon Mission, Inc.$11.9M32026-06-30
Signet Financial Management, LLC$11M122026-03-31
Cary Street Partners Financial LLC$10.7M02026-06-30
Private Advisor Group, LLC$10.6M9272026-06-30
Private Wealth Management Group, LLC$10.5M72026-06-30
Alesco Advisors, LLC, An Esl Company$10.4M142026-06-30
Bank of America Corp /de$10.2M02026-06-30
Mariner, LLC$10M02026-06-30
Capital Wealth Management, LLC$9.7M122026-06-30
Goldman Sachs Group Inc$9.6M02026-06-30
Commonwealth Equity Services, LLC$9.2M2,8632026-06-30
Savant Wealth Management$9.1M4052026-06-30
Prestige Wealth Management Group LLC$9.1M62026-06-30
Mission Wealth Management, LP$8.7M1382026-06-30
Ameriprise Financial Inc$8.4M02026-06-30
Jnba Financial Advisors$8.2M302026-06-30
Raymond James Financial Inc$7.4M02026-06-30
Iag Wealth Partners, LLC$7.4M172026-06-30
Aqr Capital Management LLC$7.1M12026-06-30
Sage Financial Group Inc$7M202026-06-30
Avior Wealth Management, LLC$6.9M692026-06-30
Pathstone Holdings, LLC$6.6M02026-06-30
Gladstone Institutional Advisory LLC$6.2M1082026-06-30
Diligent Investors, LLC$6.1M32026-06-30
UBS Group AG$5.8M02026-06-30
Chicago Partners Investment Group LLC$5.8M572026-06-30
Councilor Wealth, LLC$5.7M102026-06-30
Rockbridge Investment Management, Lcc$5.6M02026-06-30
Envestnet Pmc$5.5M602026-06-30
McAdam LLC$5.5M1352026-06-30
Balanced Wealth Group LLC$5.4M52026-06-30
Osaic Holdings, Inc.$5.3M02026-06-30
Rtd Financial Advisors, Inc.$5M202026-06-30
Northwestern Mutual Wealth Management Co$5M02026-06-30
Susquehanna International Group, LLP$4.8M02026-06-30
Sacks & Associates, LLC$4.4M22026-06-30
Wealthcare Advisory Partners LLC$4.4M1702026-06-30
Bailard, Inc.$4.3M402026-06-30
Geneos Wealth Management, Inc.$4.2M1932026-06-30
Royal Bank of Canada$4.1M02026-06-30
Montz Harcus Wealth Management LLC$4M62026-06-30
Canandaigua National Trust Co of Florida$4M02026-03-31
Focus Partners Advisor Solutions, LLC$3.8M422026-06-30
Marotta Asset Management$3.8M92026-06-30
Etf Architect$3.8M62026-06-30
Steward Partners Investment Advisory, LLC$3.7M4812026-06-30
Modera Wealth Management, LLC$3.5M1352026-06-30
Cambria Investment Management, LP$3.5M12026-06-30
Occidental Asset Management, LLC$3.5M122026-06-30
Bill Few Associates, Inc.$3.4M282026-06-30
Titleist Asset Management, LLC$3.2M432026-06-30
Jpmorgan Chase & Co$3.1M02026-06-30
Ignite Planners LLC$2.9M242026-06-30
Koshinski Asset Management, Inc.$2.9M692026-06-30
Courage Miller Partners, LLC$2.9M32026-06-30
Shum Financial Group, Inc.$2.9M42026-06-30
Stifel Financial Corp$2.8M02026-06-30
Creative Planning$2.8M1,1712026-06-30
Kingsview Wealth Management, LLC$2.8M1152026-06-30
Kingswood Wealth Advisors, LLC$2.7M1232026-06-30
Brookstone Capital Management$2.6M3372026-06-30
Barden Capital Management, Inc.$2.6M32026-06-30
Intrua Financial, LLC$2.5M362026-06-30
Citadel Advisors LLC$2.4M02026-06-30
Garden State Investment Advisory Services LLC$2.4M332026-06-30
Waller Financial Planning Group, Inc$2.3M62026-06-30
Captrust Financial Advisors$2.3M9622026-06-30
Quantinno Capital Management LP$2.3M02026-06-30
Midfirst Bank$2.3M02026-06-30
Ballast Rock Private Wealth LLC$2.2M102026-06-30
Courier Capital LLC$2.2M142026-06-30
Truist Financial Corp$2.2M02026-06-30
Richmond Brothers, Inc.$2.2M42026-06-30
Fidelis Capital Partners, LLC$2.1M142026-06-30
Payne Capital Management, LLC$2.1M72026-06-30
Great Valley Advisor Group, LLC$2.1M2052026-06-30
TIAA Trust, National Association$2M02026-06-30
Capital Squared Financial LLC$2M22026-06-30
Cwa Asset Management Group, LLC$1.9M492026-06-30
Wealthspire Advisors, LLC$1.9M2372026-06-30
Aptus Capital Advisors, LLC$1.9M212026-06-30
Financial Guidance Group, Inc.$1.9M32026-06-30
Prism Advisors, Inc.$1.9M52026-06-30
Farther Finance Advisors, LLC$1.9M3342026-06-30
Advisor Os, LLC$1.9M22026-06-30
Lodestar Private Asset Management LLC$1.9M52026-06-30
Cooke Wealth Management, LLC$1.9M22026-06-30
Newedge Advisors$1.9M6012026-06-30
Accurate Wealth Management, LLC$1.9M492026-06-30
Merit Financial Group, LLC$1.8M2952026-06-30
Mgo One Seven LLC$1.8M1182026-06-30
Salomon & Ludwin, LLC$1.8M62026-06-30
Cambridge Financial Group, LLC$1.8M52026-06-30
Collective Family Office, LLC$1.7M42026-06-30
Hf Advisory Group, LLC$1.7M22026-06-30
Acorn Financial Advisory Services Inc /adv$1.6M172026-06-30
Chicago Oakbrook Financial Group$1.6M102026-06-30
Mai Capital Management$1.6M3082026-06-30
Cary Street Partners Investment Advisory LLC$1.6M1222026-06-30
Ep Wealth Advisors, LLC$1.6M3382026-06-30
Stratos Wealth Advisors, LLC$1.6M712026-06-30
Silver Oak Securities, Incorporated$1.5M1172026-06-30
Berman McAleer$1.5M132026-06-30
Omega Financial Group, LLC$1.4M52026-06-30
Silverlake Wealth Management LLC$1.4M92026-06-30
Hfg Advisors, Inc.$1.4M02026-06-30
American Financial & Tax Strategies Inc$1.4M12026-06-30
Pure Financial Advisors, LLC$1.4M882026-06-30
Two Sigma Investments, LP$1.4M02026-06-30
Brown Advisory Inc$1.3M02026-06-30
Friday Financial$1.3M312026-06-30
Ltg Capital LLC$1.3M22026-06-30
Focus Partners Wealth$1.3M1,0482026-06-30
Walsh & Associates, LLC$1.3M92026-06-30
The Fiduciary Alliance$1.2M492026-06-30
Koss-Olinger Consulting, LLC$1.2M182026-06-30
Kestra Advisory Services, LLC$1.2M1,4792026-06-30
Vise Technologies, Inc.$1.2M02026-06-30
Fmr LLC$1.2M02026-06-30
Cape Investment Advisory, Inc.$1.1M352026-06-30
Cullen/frost Bankers, Inc.$1.1M02026-06-30
Milestone Asset Management Group, LLC$1.1M42026-06-30
Portside Wealth Group, LLC$1.1M562026-06-30
Ifg Advisory, LLC$1.1M1102026-06-30
Brady Martz Wealth Solutions, LLC$1.1M82026-06-30
Lewis Asset Management, LLC$1.1M52026-06-30
Keystone Financial Group$1.1M342026-06-30
Global Retirement Partners LLC$1.1M4912026-06-30
Rialto Wealth Management, LLC$1M82026-06-30
Lexaurum Advisors, LLC$1M352026-06-30
Krilogy$1M642026-06-30
Invera Wealth Advisors, LLC$1M22026-06-30
Cerity Partners LLC$1M7772026-06-30
Advisory Services Network$989.4K2532026-06-30
Corevision Financial Group$984.6K102026-06-30
Elevated Capital Advisors, LLC$952.5K202026-06-30
Onyx Bridge Wealth Group LLC$945.4K222026-06-30
Kpp Advisory Services LLC$914.3K222026-06-30
Tagstone Capital, Inc.$913.9K12026-06-30
Cultivar Capital, Inc.$911.5K22026-06-30
Florida Financial Advisors, LLC$908.6K8572026-06-30
Weinberger Asset Management, Inc$887.3K32026-06-30
Elevation Point Wealth Partners, LLC$863.2K562026-06-30
Yale Capital Corp.$863.1K52026-06-30
Pacific Sun Financial Corp$844.5K32026-06-30
Resonant Capital Advisors, LLC$830.8K152026-06-30
Broadview Financial Management, LLC$808.7K62026-06-30
Sharper & Granite LLC$777.3K42026-06-30
Juncture Wealth Strategies, LLC$750.5K102026-06-30
Mosley Wealth Management$740.2K122026-06-30
Commonwealth Financial Services, LLC$735K152026-06-30
Visionary Wealth Advisors$725.2K462026-06-30
Red Reef Advisors LLC$712K32026-06-30
Eclectic Associates Inc /adv$710.3K112026-06-30
Harbour Investments, Inc.$677.6K2472026-06-30
Blackrock, Inc.$674.8K02026-06-30
Insight Advisors, LLC/ PA$668K122026-06-30
Sjs Investment Services$664K192026-06-30
Gibbs Wealth Management$646.2K682026-03-31
Stonebridge Financial Group, LLC$633.9K252026-06-30
Qrg Capital Management, Inc.$629.4K22026-06-30
Norden Group LLC$629.2K222026-06-30
Sterling Financial Planning, Inc.$627.5K82026-06-30
Fifth Third Securities, Inc.$613.6K1,0142026-06-30
&partners$603.2K5552026-06-30
Everhart Financial Group, Inc.$592.5K362026-06-30
Burney Co$584.7K372026-06-30
Topsail Wealth Management, LLC$577.9K42026-06-30
Centura Wealth Advisory$575.5K182026-06-30
Kestra Private Wealth Services, LLC$569.2K2062026-06-30
Independent Advisor Alliance, LLC$562.7K3022026-06-30
Pfg Advisors$543.3K832026-06-30
Concurrent Investment Advisors, LLC$541.9K3492026-06-30
Meridian Wealth Management, LLC$539.8K582026-06-30
Crescent Grove Advisors, LLC$534.6K212026-06-30
Belpointe Asset Management LLC$531.7K1702026-06-30
Fortis Capital Advisors, LLC$531.7K712026-06-30
Meridian Financial Advisors, LLC$518.2K22026-06-30
Valmark Advisers, Inc.$516.6K2952026-06-30
J.W. Cole Advisors, Inc.$514.6K4992026-06-30
Financial Network Wealth Advisors LLC$509K72026-06-30
Total Wealth Planning, LLC$507.2K02025-12-31
Balefire, LLC$502K372026-06-30
Arq Wealth Advisors, LLC$499.6K152026-06-30
Orin Green Financial, LLC$494.5K52026-06-30
Trueblood Wealth Management, LLC$493.3K52026-06-30
Ifp Advisors, Inc$488.3K3182026-06-30
Staley Capital Advisers Inc$484.8K112026-06-30
Integrated Wealth Concepts LLC$484.2K4802026-06-30
Snowden Capital Advisors LLC$476K1222026-06-30
Keating Financial Advisory Services, Inc.$471.5K252026-06-30
Wealthplan Investment Management, LLC$470.2K292026-06-30
Burt Wealth Advisors$458.1K02025-09-30
Csenge Advisory Group$457.8K752026-06-30
Zenith Solutions, Inc.$454.1K72026-06-30
Tempo Wealth$445.3K72026-06-30
Centennial Wealth Advisory LLC$444.7K102026-06-30
Retirement Planning Group, LLC$444.4K02026-06-30
Flagstar Securities, Inc$440.4K302026-06-30
Freedom Investment Management, Inc.$438.3K32026-06-30
Third View Private Wealth, LLC$418.6K72026-06-30
Ameritas Advisory Services, LLC$412.4K5502026-06-30
Avant Capital, LLC$409.3K22026-06-30
Stonex Group Inc.$404.9K02026-06-30
Allworth Financial, LP$395.9K3172026-06-30
Oneascent Financial Services LLC$382.3K852026-06-30
Measured Wealth Private Client Group, LLC$380.2K102026-06-30
Provise Management Group, LLC$377.6K192026-06-30
Acorn Wealth Advisors, LLC$376.2K52026-06-30
Rehmann Capital Advisory Group$374.8K422026-06-30
Blair William & Co/il$374.6K3292026-06-30
Inspirion Wealth Advisors, LLC$371K102026-06-30
Kwb Wealth$368.7K102026-06-30
Sensible Money, LLC$366.5K132026-06-30
Apeiron RIA LLC$365.8K112026-06-30
Condor Capital Management$346.9K172026-06-30
Comerica Bank$323.4K02025-12-31
Schneider Downs Wealth Management Advisors, LP$322K222026-06-30

The 250 largest of 395 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30