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Disclosery

MDYV SPDR SERIES TRUST

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ST STR SP400VAL (fund)

372 managers (375 13F filers) reported a position in MDYV shares at 2025-03-31, 23,878,192 shares in all. 30 filers opened a position and 27 filers sold out during the quarter.

Managers
372
13F filers
375
New
30
Added
127
Reduced
152
Sold out
27
Shares held by filers
23,878,192

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Crescent Grove Advisors, LLC5,864$452K0.05%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,794$446K0.17%+51613F-HRTimeline
Meridian Financial Advisors, LLC5,763$444K0.31%013F-HRTimeline
WealthPLAN Partners, LLC5,762$444K0.06%-1,19813F-HRTimeline
Meridian Wealth Management, LLC5,727$441K0.02%-313F-HRTimeline
Sensible Money, LLC5,702$439K0.19%013F-HRTimeline
COMERICA BANK5,685$438K<0.01%-37013F-HRTimeline
Financial Advocates Investment Manageme…5,593$431K0.03%+63913F-HRTimeline
Topsail Wealth Management, LLC5,558$426K0.09%+56313F-HRTimeline
IFP Advisors, Inc5,525$426K0.01%-4713F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…5,378$414K0.03%-7813F-HRTimelineGroup
SWMG, LLC5,636$414K0.16%-86413F-HRTimeline
Orin Green Financial, LLC5,892$413K0.19%new13F-HRTimeline
Integrated Wealth Concepts LLC5,350$412K<0.01%-32,22813F-HRTimeline
Joseph Group Capital Management5,280$407K0.16%-12813F-HRTimeline
LongView Wealth Management5,209$401K0.12%-1,56313F-HRTimeline
STALEY CAPITAL ADVISERS INC5,111$394K0.02%013F-HRTimeline
Trueblood Wealth Management, LLC5,104$393K0.18%+26313F-HRTimeline
Burt Wealth Advisors5,052$389K0.1%+1113F-HRTimeline
Friday Financial4,922$385K0.23%+16613F-HRTimeline
Atria Wealth Solutions, Inc.4,976$383K<0.01%-71913F-HRTimeline
TWO SIGMA INVESTMENTS, LPin group TWO SIGMA INVESTMENTS, LP4,900$378K<0.01%new13F-HRTimelineGroup
KMG FIDUCIARY PARTNERS, LLC4,848$374K0.03%013F-HRTimeline
Independent Advisor Alliance4,795$369K0.01%-43,14113F-HRTimeline
ProVise Management Group, LLC4,792$369K0.03%-16813F-HRTimeline
Csenge Advisory Group5,146$368K0.02%-1,96913F-HRTimeline
Fort Point Capital Partners LLC4,762$367K0.04%+1113F-HRTimeline
Western Wealth Management, LLC4,629$357K0.02%+1,96413F-HRTimeline
CONDOR CAPITAL MANAGEMENT4,627$357K0.03%+213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,609$355K<0.01%-70913F-HRTimelineGroup
Wallace Advisory Group, LLC4,397$353K0.24%-13813F-HRTimeline
Avant Capital LLC4,509$347K0.29%-113F-HRTimeline
Apeiron RIA LLC4,502$347K0.1%-3613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,482$345K<0.01%-4513F-HRTimelineGroup
ACAS, LLC4,668$345K0.26%-44813F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,291$344K0.01%+2713F-HRTimelineGroup
Centennial Wealth Advisory LLC4,387$338K0.12%-13,40013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,313$332K0.05%-4,50013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…4,160$321K0.12%-26713F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC4,146$319K0.08%+1,05413F-HRTimelineGroup
Acorn Wealth Advisors, LLC4,059$313K0.13%+713F-HRTimeline
Measured Wealth Private Client Group, L…3,986$307K0.1%-313F-HRTimeline
Rehmann Capital Advisory Group3,946$304K0.02%+11713F-HRTimeline
Centerpoint Advisors, LLC3,924$302K0.11%013F-HRTimeline
NORDEN GROUP LLC3,911$301K0.03%-8713F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,800$293K0.07%-25313F-HRTimeline
J.W. COLE ADVISORS, INC.3,740$288K0.01%-1,01113F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC3,563$275K<0.01%+98813F-HRTimelineGroup
Advisor OS, LLCin group Advisor OS, LLC3,545$273K0.03%new13F-HRTimelineGroup
&PARTNERS3,540$271K<0.01%-1,22113F-HRTimeline
Quadcap Wealth Management, LLC3,456$266K0.04%013F-HRTimeline
Alta Wealth Advisors LLC3,423$264K0.12%-2013F-HRTimeline
BURNEY CO/3,410$263K0.01%new13F-HRTimeline
Moloney Securities Asset Management, LLC3,408$263K0.04%+73313F-HRTimeline
Schneider Downs Wealth Management Advis…3,395$262K0.05%013F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC3,293$254K0.21%-1,12413F-HRTimeline
KDK Private Wealth Management, LLC3,276$252K0.29%-11813F-HRTimeline
Retirement Planning Group, LLC3,243$250K0.01%-1,01113F-HRTimeline
PRIVATE TRUST CO NA3,226$249K0.03%-2,46413F-HRTimeline
Beaumont Financial Advisors, LLC3,189$246K0.02%013F-HRTimeline
BLAIR WILLIAM & CO/IL3,186$245K<0.01%013F-HRTimeline
Persium Advisors, LLC3,175$245K0.23%013F-HRTimeline
Summit Investment Advisory Services, LLC3,159$243K0.12%-14413F-HRTimeline
NTV Asset Management LLC3,095$238K0.03%-74013F-HRTimeline
Essex Financial Services, Inc.in group Essex Financial Services, Inc.3,090$238K0.02%013F-HRTimelineGroup
Destiny Capital Corp/CO3,065$236K0.16%-4313F-HRTimeline
Cypress Wealth Services, LLC3,048$235K0.05%-6513F-HRTimeline
Cornerstone Wealth Management, LLC2,995$231K0.02%-12713F-HRTimeline
CENTRAL TRUST Co2,990$230K0.01%-11513F-HRTimeline
MOTIVE WEALTH ADVISORS2,912$224K0.12%-29413F-HRTimeline
Redhawk Wealth Advisors, Inc.2,872$221K0.03%+913F-HRTimeline
GERMAN AMERICAN BANCORP, INC.2,823$218K0.02%013F-HRTimeline
Rockwood Wealth Management, LLC2,782$214K0.02%new13F-HRTimeline
Embree Financial Group2,759$213K0.04%013F-HRTimeline
Gibbs Wealth Management2,748$212K0.05%new13F-HRTimeline
Urban Financial Advisory Corp2,741$211K0.12%-8613F-HRTimeline
VANCE WEALTH, LLC2,739$211K0.08%+4013F-HRTimeline
AVISO WEALTH MANAGEMENT2,732$211K0.11%-2313F-HRTimeline
Goldstein Advisors, LLC2,706$208K0.03%-513F-HRTimeline
HARBOUR INVESTMENTS, INC.2,695$208K0.01%-613F-HRTimeline
APPLETON PARTNERS INC/MA2,648$204K0.02%-2513F-HRTimeline
ABLE Financial Group, LLC2,637$203K0.06%-94313F-HRTimeline
Somerset Trust Co2,616$202K0.07%-11713F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,357$182K<0.01%013F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.2,285$176K0.07%013F-HRTimeline
Tradewinds Capital Management, LLC2,283$176K0.05%+713F-HRTimeline
Sachetta, LLC2,078$160K0.07%+1513F-HRTimeline
Iron Horse Wealth Management, LLC1,886$145K0.05%-1713F-HRTimeline
Steward Partners Investment Advisory, L…1,684$130K<0.01%-1,13713F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,518$117K<0.01%+313F-HRTimeline
Pinnacle Bancorp, Inc.1,510$116K0.04%-10913F-HRTimeline
Bellwether Advisors, LLC1,183$91.1K0.02%013F-HRTimeline
Smartleaf Asset Management LLC1,041$79.8K0.01%+1,01513F-HRTimeline
UMB Bank, n.a.978$75.4K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Tower View Wealth Management LLC970$74.7K0.04%+81913F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC852$65.6K<0.01%+55313F-HRTimeline
AdvisorNet Financial, Inc818$63K<0.01%013F-HRTimeline
Compass Financial Services Inc817$63K0.03%new13F-HRTimeline
Centricity Wealth Management, LLC741$57.1K0.05%013F-HRTimeline
Smithfield Trust Co700$54K<0.01%013F-HRTimeline
CoreCap Advisors, LLC644$49.6K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV635$48.9K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.624$48.1K0.02%+213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\577$44.5K<0.01%-37813F-HRTimelineGroup
Crews Bank & Trust565$43.5K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…562$43.3K<0.01%-513F-HRTimeline
BALLAST ADVISORS LLC531$40.9K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…504$38.8K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…499$38.4K0.04%13F-HRTimeline
JFS WEALTH ADVISORS, LLC476$36.7K<0.01%+213F-HRTimeline
Millstone Evans Group, LLC452$34.8K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC406$31.3K0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.452$30.2K<0.01%013F-HRTimelineGroup
Versant Capital Management, Inc333$25.7K<0.01%new13F-HRTimeline
Wood Tarver Financial Group, LLC332$25.6K0.01%013F-HRTimeline
Princeton Global Asset Management LLC326$25.1K<0.01%-12613F-HRTimeline
Copia Wealth Management310$23.9K0.02%013F-HRTimeline
Tidemark, LLC310$23.9K0.01%-22213F-HRTimeline
Front Row Advisors LLC300$23.1K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC291$22.4K<0.01%-1813F-HRTimelineGroup
Family Capital Trust Co281$21.6K0.01%+3013F-HRTimeline
Key Financial Inc274$21.1K<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.274$21K<0.01%new13F-HRTimeline
Bristlecone Advisors, LLC266$20.5K<0.01%013F-HRTimeline
ROSS\JOHNSON & Associates LLC260$20K0.34%new13F-HRTimeline
GPS Wealth Strategies Group, LLC232$17.9K<0.01%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB229$17.6K<0.01%-12213F-HRTimeline
Manchester Capital Management LLC228$17.6K<0.01%013F-HRTimeline
BFSG, LLC223$17.2K<0.01%013F-HRTimeline
TD Capital Management LLC216$16.6K<0.01%+113F-HRTimeline
Future Financial Wealth Managment LLC210$16.2K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC209$16.1K<0.01%013F-HRTimeline
Beacon Capital Management, LLC192$14.8K<0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp180$13.9K<0.01%new13F-HRTimelineGroup
Clearstead Trust, LLC177$13.6K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.168$12.9K0.01%new13F-HR/ATimeline
N.E.W. Advisory Services LLC158$12.2K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …154$12K<0.01%new13F-HRTimelineGroup
Stephens Consulting, LLC151$11.7K<0.01%013F-HRTimeline
ABOUND FINANCIAL, LLC145$11.2K0.01%new13F-HRTimeline
Sunbelt Securities, Inc.138$10.6K<0.01%-17313F-HRTimeline
Hughes Financial Services, LLC129$9.96K<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…127$9.79K<0.01%+9613F-HRTimelineGroup
THOMPSON INVESTMENT MANAGEMENT, INC.125$9.63K<0.01%013F-HRTimeline
Arax Advisory Partners114$8.77K<0.01%+113F-HRTimeline
Realta Investment Advisors102$7.86K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$7.71K<0.01%-10013F-HRTimelineGroup
Provenance Wealth Advisors, LLC100$7.71K<0.01%new13F-HRTimeline
HOWE & RUSLING INC93$7.17K<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…83$6.39K<0.01%013F-HRTimelineGroup
VALLEY NATIONAL ADVISERS INC76$5K<0.01%013F-HRTimeline
Crewe Advisors LLC63$4.86K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC61$4.7K<0.01%+3913F-HRTimeline
Robinswood Financial LLC56$4.35K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC45$3.44K<0.01%-8913F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…40$3.08K<0.01%013F-HRTimelineGroup
SIMPLEX TRADING, LLC45$3K<0.01%new13F-HRTimeline
Cedar Mountain Advisors, LLC26$2K<0.01%013F-HRTimeline
Costello Asset Management, INC25$1.96K<0.01%new13F-HRTimeline
AMERIFLEX GROUP, INC.25$1.93K<0.01%013F-HRTimeline
Archer Investment Corp23$1.77K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB21$1.62K<0.01%-2,45013F-HRTimeline
Bullock Wealth Management Group17$1.28K<0.01%013F-HRTimeline
Continuum Advisory, LLC14$1.08K<0.01%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC9$713<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC9$693<0.01%-1013F-HRTimelineGroup
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4$308<0.01%-113F-HRTimelineGroup
Blue Trust, Inc.4$308<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2$154<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC1$77<0.01%013F-HRTimeline
Provident Wealth Management, LLC1$77<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-2,09013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.