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Disclosery

MDYV SPDR SERIES TRUST

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ST STR SP400VAL (fund)

378 managers (384 13F filers) reported a position in MDYV shares at 2026-06-30, 21,587,482 shares in all. 23 filers opened a position and 17 filers sold out during the quarter.

Managers
378
13F filers
384
New
23
Added
123
Reduced
152
Sold out
17
Shares held by filers
21,587,482

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
PFG Advisors5,728$543K0.03%-36213F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,714$542K<0.01%-8013F-HRTimelineGroup
Meridian Wealth Management, LLC5,691$540K0.02%013F-HRTimeline
Crescent Grove Advisors, LLC5,636$535K0.05%013F-HRTimeline
Belpointe Asset Management LLC5,606$532K0.02%-13413F-HRTimeline
Fortis Capital Advisors, LLC5,606$532K0.06%-13413F-HRTimeline
Meridian Financial Advisors, LLC5,463$518K0.25%013F-HRTimeline
Valmark Advisers, Inc.5,446$517K0.01%+40513F-HRTimeline
J.W. COLE ADVISORS, INC.5,425$515K0.01%+5013F-HRTimeline
Financial Network Wealth Advisors LLC5,367$509K0.52%+5913F-HRTimeline
Balefire, LLC5,293$502K0.08%+45313F-HRTimeline
ARQ WEALTH ADVISORS, LLC5,261$500K0.06%-1,13813F-HRTimeline
Orin Green Financial, LLC5,213$494K0.18%-39113F-HRTimeline
Trueblood Wealth Management, LLC5,201$493K0.17%-113F-HRTimeline
IFP Advisors, Inc5,148$488K0.01%-14113F-HRTimeline
STALEY CAPITAL ADVISERS INC5,111$485K0.02%013F-HRTimeline
Integrated Wealth Concepts LLC5,104$484K<0.01%+1,56713F-HRTimeline
Snowden Capital Advisors LLC5,018$476K0.01%+1,41113F-HRTimeline
Keating Financial Advisory Services, In…4,971$471K0.06%013F-HRTimeline
WealthPlan Investment Management, LLC4,957$470K0.02%-1,41413F-HRTimeline
Csenge Advisory Group4,827$458K0.02%-3813F-HRTimeline
ZENITH SOLUTIONS, INC.4,787$454K0.41%13F-HRTimeline
Tempo Wealth, LLC4,695$445K0.07%+2113F-HRTimeline
Centennial Wealth Advisory LLC4,689$445K0.1%-8113F-HRTimeline
Retirement Planning Group, LLC4,685$444K0.01%+1,48113F-HRTimeline
Diversify Advisory Services, LLCgroup of 2 filers holding4,630$442K+2,089Timeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,642$440K0.13%-55613F-HRTimelineGroup
Freedom Investment Management, Inc.4,621$438K0.12%-3,16713F-HRTimeline
Third View Private Wealth, LLC4,413$419K0.05%-17413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,348$412K0.01%+1,49813F-HRTimelineGroup
Avant Capital LLC4,316$409K0.26%-4413F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.4,332$405K0.02%+1,79013F-HRTimelineGroup
Allworth Financial LP4,174$396K<0.01%-8,33213F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,030$382K0.02%+1413F-HRTimelineGroup
Measured Wealth Private Client Group, L…4,008$380K0.09%-8413F-HRTimeline
ProVise Management Group, LLC3,981$378K0.03%-9713F-HRTimeline
Acorn Wealth Advisors, LLC3,966$376K0.09%-26613F-HRTimeline
Rehmann Capital Advisory Group3,951$375K0.02%-7013F-HRTimeline
BLAIR WILLIAM & CO/IL3,949$375K<0.01%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC3,933$371K0.04%013F-HRTimeline
KWB Wealth3,887$369K0.03%-23913F-HRTimeline
Sensible Money, LLC3,864$367K0.1%013F-HRTimeline
Apeiron RIA LLC3,857$366K0.09%-10013F-HRTimeline
CONDOR CAPITAL MANAGEMENT3,657$347K0.03%-14013F-HRTimeline
Schneider Downs Wealth Management Advis…3,395$322K0.03%013F-HRTimeline
MidAtlantic Capital Management, Inc.3,383$321K0.2%013F-HRTimeline
Goldstein Advisors, LLC3,250$308K0.03%013F-HRTimeline
Breachway Investments LLC3,218$305K0.46%013F-HRTimeline
Wallace Advisory Group, LLC3,206$304K0.29%-11213F-HRTimeline
Persium Advisors, LLC3,175$301K0.2%013F-HR/ATimeline
Centerpoint Advisors, LLC3,087$293K0.08%-55213F-HRTimeline
Beaumont Financial Advisors, LLC3,081$292K0.02%013F-HRTimeline
WRAPMANAGER INC3,074$292K0.09%-613F-HRTimeline
Destiny Capital Corp/CO3,046$289K0.13%-1813F-HRTimeline
Beacon Pointe Advisors, LLC3,034$288K<0.01%new13F-HRTimeline
Quadcap Wealth Management, LLC3,031$287K0.03%013F-HRTimeline
LongView Wealth Management3,021$287K0.07%-1,29713F-HRTimeline
KDK Private Wealth Management, LLC2,949$280K0.23%-4813F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…2,948$280K0.01%-40413F-HRTimelineGroup
Joseph Group Capital Management2,927$278K0.06%-42713F-HRTimeline
O'Keefe Stevens Advisory, Inc.2,925$277K0.06%013F-HRTimeline
Rockwood Wealth Management, LLC2,901$275K0.02%new13F-HRTimeline
Arkadios Wealth Advisors2,899$275K<0.01%-8013F-HRTimeline
Perennial Investment Advisors, LLC2,863$272K0.02%+41113F-HRTimeline
Summit Investment Advisory Services, LLC2,844$270K0.07%-6013F-HRTimeline
Cornerstone Wealth Management, LLC2,816$267K0.01%-813F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC2,690$255K0.14%-613F-HRTimeline
Capital Investment Advisory Services, L…2,672$253K0.02%-713F-HRTimeline
Cornerstone Planning, LLC2,604$247K0.06%-5713F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,582$245K0.05%+213F-HRTimeline
GERMAN AMERICAN BANCORP, INC.2,567$243K0.02%013F-HRTimeline
Urban Financial Advisory Corp2,545$241K0.07%-31013F-HRTimeline
Savvy Advisors, Inc.2,509$238K0.01%new13F-HRTimeline
CENTRAL TRUST Co2,506$238K<0.01%+16613F-HRTimeline
Redhawk Wealth Advisors, Inc.2,498$237K0.02%-17313F-HRTimeline
Modern Wealth Management, LLC2,489$236K<0.01%new13F-HRTimeline
PDS Planning, Inc2,485$236K0.01%+1113F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,418$229K<0.01%013F-HRTimelineGroup
Note Advisors, LLC2,403$228K0.1%013F-HRTimeline
HB Wealth Management, LLC2,397$227K<0.01%new13F-HRTimeline
Somerset Trust Co2,337$222K0.06%-7613F-HRTimeline
McNaughton Wealth Management, LLC2,323$220K0.08%new13F-HRTimeline
Tradewinds Capital Management, LLC2,309$219K0.04%+1013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,285$217K0.06%013F-HRTimeline
Embree Financial Group2,260$214K0.02%new13F-HRTimeline
APPLETON PARTNERS INC/MA2,214$210K0.01%new13F-HRTimeline
Western Wealth Management, LLC2,197$208K0.01%-57413F-HRTimeline
4WEALTH ADVISORS, INC.2,173$206K0.16%new13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,179$206K0.01%-29313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,160$205K<0.01%-23813F-HR/ATimelineGroup
PRIVATE TRUST CO NA2,149$204K0.02%-6813F-HRTimeline
VANCE WEALTH, LLC2,127$202K0.05%-30213F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,092$198K<0.01%+613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,899$180K<0.01%013F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.1,704$162K0.02%013F-HR/ATimeline
Smartleaf Asset Management LLC1,687$160K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,496$142K<0.01%+313F-HRTimelineGroup
AdvisorNet Financial, Inc1,377$131K0.01%-313F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,090$103K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,020$96.7K<0.01%-36113F-HRTimeline
Tower View Wealth Management LLC993$94.2K0.04%+513F-HRTimeline
TUCKER ASSET MANAGEMENT LLC948$89.9K0.02%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC772$73.2K<0.01%-33413F-HRTimeline
Nova Wealth Management, Inc.769$72.9K0.04%-31713F-HRTimeline
Miller Capital Partners, Inc.767$72.7K0.03%013F-HRTimeline
ATWOOD & PALMER INC747$70.9K<0.01%+313F-HRTimeline
Smithfield Trust Co700$66K<0.01%013F-HRTimeline
CoreCap Advisors, LLC663$62.8K<0.01%+5213F-HRTimeline
Basecamp Wealth Advisors LLC646$61.3K0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.639$60.6K0.02%+313F-HRTimeline
JFS WEALTH ADVISORS, LLC590$56K<0.01%+10513F-HRTimeline
UMB Bank, n.a.579$54.9K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
WealthShield Partners, LLC536$50.8K0.01%-87,63713F-HRTimeline
BALLAST ADVISORS LLC531$50.4K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\527$50K<0.01%-7713F-HRTimelineGroup
Glass Jacobson Investment Advisors llc523$49.6K0.02%-1713F-HRTimeline
Key Financial Inc521$49.4K0.01%+24713F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…504$47.8K0.01%013F-HRTimeline
Millstone Evans Group, LLC452$42.9K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.443$42K0.02%+813F-HRTimeline
Pinnacle Bancorp, Inc.392$37.2K0.01%013F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC380$36K<0.01%-913F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC354$33.6K<0.01%-17513F-HRTimelineGroup
Caitlin John, LLC330$31.3K0.02%013F-HRTimeline
Copia Wealth Management310$29.4K0.02%013F-HRTimeline
Front Row Advisors LLC300$29K0.01%013F-HRTimeline
Crews Bank & Trust300$28.5K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC296$28.1K<0.01%+213F-HRTimeline
LANARK FINANCIAL, INC.277$26.4K<0.01%013F-HRTimeline
Family Capital Trust Co269$25.5K0.01%013F-HR/ATimeline
MJT & Associates Financial Advisory Gro…249$23.6K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…241$22.8K<0.01%+7513F-HRTimelineGroup
TOP Private Wealth LLC.236$22.4K0.02%13F-HRTimeline
BFSG, LLC223$21.2K<0.01%013F-HRTimeline
TD Capital Management LLC221$20.9K<0.01%+113F-HRTimeline
Comprehensive Financial Planning, Inc./…216$20.5K0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC182$17.3K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.182$17.3K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC158$15K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC155$14.6K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …154$14.5K<0.01%013F-HRTimelineGroup
ABOUND FINANCIAL, LLC145$13.8K0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC142$13.5K<0.01%013F-HRTimeline
Versant Capital Management, Inc141$13.4K<0.01%013F-HRTimeline
Hughes Financial Services, LLC129$12.2K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.125$11.9K<0.01%013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC125$11.8K0.01%-4,08313F-HRTimeline
Strategic Wealth Partners, Ltd.123$11.7K<0.01%new13F-HRTimeline
Tidemark, LLC121$11.5K<0.01%013F-HRTimeline
Arax Advisory Partners116$11K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.106$10.1K0.01%+1313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$9.48K<0.01%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC100$9.48K<0.01%013F-HRTimeline
HOWE & RUSLING INC93$8.82K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…76$7.21K<0.01%-7513F-HRTimelineGroup
Key Capital Management, INC76$7.21K<0.01%+5613F-HRTimeline
REAP Financial Group, LLC75$7.12K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP65$6.17K<0.01%-68113F-HRTimelineGroup
EVOLUTION WEALTH MANAGEMENT INC.59$5.6K<0.01%new13F-HRTimeline
Robinswood Financial LLC57$5.41K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC45$4.23K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA41$3.89K<0.01%013F-HRTimeline
Vermillion Wealth Management, Inc.39$3.7K<0.01%013F-HRTimeline
BARRETT & COMPANY, INC.34$3.23K<0.01%new13F-HRTimeline
POM Investment Strategies, LLC30$2.85K<0.01%new13F-HRTimeline
Manchester Capital Management LLC28$2.66K<0.01%013F-HRTimeline
Costello Asset Management, INC26$2.48K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC26$2.47K<0.01%013F-HRTimeline
Rossby Financial, LCC24$2.28K<0.01%+2313F-HRTimeline
Wilmington Savings Fund Society, FSB21$1.99K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.17$1.57K<0.01%new13F-HRTimeline
Bullock Wealth Management Group17$1.56K<0.01%13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS12$1.14K<0.01%-49,98813F-HRTimelineGroup
Buck Wealth Strategies, LLC10$974<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$95<0.01%-113F-HRTimelineGroup
Bogart Wealth, LLC1$95<0.01%013F-HRTimeline
Provident Wealth Management, LLC1$95<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$87<0.01%013F-HRTimeline