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Disclosery

MDYV SPDR SERIES TRUST

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ST STR SP400VAL (fund)

379 managers (382 13F filers) reported a position in MDYV shares at 2025-06-30, 22,971,358 shares in all. 25 filers opened a position and 19 filers sold out during the quarter.

Managers
379
13F filers
382
New
25
Added
133
Reduced
145
Sold out
19
Shares held by filers
22,971,358

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Meridian Financial Advisors, LLC5,763$458K0.3%013F-HRTimeline
WealthPLAN Partners, LLC5,762$458K0.07%013F-HRTimeline
Financial Network Wealth Advisors LLC5,742$456K0.55%-82113F-HRTimeline
Janney Montgomery Scott LLC5,705$453K<0.01%-1,54213F-HRTimeline
Sensible Money, LLC5,702$453K0.17%013F-HRTimeline
Topsail Wealth Management, LLC5,658$449K0.08%+10013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…5,611$446K0.03%+23313F-HRTimelineGroup
Meridian Wealth Management, LLC5,579$443K0.02%-14813F-HRTimeline
SWMG, LLC5,339$438K0.15%-29713F-HRTimeline
IFP Advisors, Inc5,418$430K0.01%-10713F-HRTimeline
NORDEN GROUP LLC5,409$430K0.05%+1,49813F-HRTimeline
Able Wealth Management LLC5,402$429K0.22%new13F-HRTimeline
Perennial Investment Advisors, LLC5,301$421K0.04%-26,44813F-HRTimeline
Joseph Group Capital Management5,279$419K0.14%-113F-HR/ATimeline
LongView Wealth Management5,230$415K0.13%+2113F-HRTimeline
J.W. COLE ADVISORS, INC.5,176$411K0.01%+1,43613F-HRTimeline
Trueblood Wealth Management, LLC5,132$408K0.17%+2813F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,117$406K0.11%+97113F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC5,111$406K0.02%013F-HRTimeline
Burt Wealth Advisors5,052$401K0.09%013F-HRTimeline
Csenge Advisory Group5,025$387K0.02%-12113F-HRTimeline
Fort Point Capital Partners LLC4,856$386K0.04%+9413F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,848$385K0.03%013F-HRTimeline
ProVise Management Group, LLC4,792$381K0.03%013F-HRTimeline
MOTIVE WEALTH ADVISORS4,677$371K0.17%+1,76513F-HRTimeline
CONDOR CAPITAL MANAGEMENT4,647$369K0.03%+2013F-HRTimeline
Falcon Wealth Planning4,644$369K0.04%-1,96813F-HRTimeline
Friday Financial4,559$362K0.18%-36313F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp4,558$362K<0.01%-5113F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…4,538$360K0.02%+24713F-HRTimelineGroup
Avant Capital LLC4,526$359K0.28%+1713F-HRTimeline
ACAS, LLC4,310$356K0.24%-35813F-HRTimeline
Acorn Wealth Advisors, LLC4,433$352K0.13%+37413F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…4,357$346K0.04%new13F-HR/ATimelineGroup
Apeiron RIA LLC4,308$342K0.09%-19413F-HRTimeline
Onyx Bridge Wealth Group LLC4,271$339K0.04%-1,67113F-HRTimeline
Centennial Wealth Advisory LLC4,231$337K0.11%-15613F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC4,230$336K<0.01%-25213F-HRTimelineGroup
Wallace Advisory Group, LLC4,242$327K0.24%-15513F-HRTimeline
Measured Wealth Private Client Group, L…3,984$316K0.09%-213F-HRTimeline
Rehmann Capital Advisory Group3,981$316K0.02%+3513F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC3,953$314K0.04%-36013F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…3,812$303K0.11%-34813F-HRTimeline
Centerpoint Advisors, LLC3,774$300K0.1%-15013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC3,565$283K0.06%-23513F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3,532$281K0.01%-10,72513F-HRTimelineGroup
Gibbs Wealth Management3,467$276K0.05%+71913F-HRTimeline
Quadcap Wealth Management, LLC3,456$275K0.03%013F-HRTimeline
GTS SECURITIES LLC3,440$273K0.01%-24,84713F-HRTimeline
Schneider Downs Wealth Management Advis…3,395$270K0.04%013F-HRTimeline
Alta Wealth Advisors LLC3,391$269K0.13%-3213F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …3,372$268K0.02%new13F-HR/ATimeline
Summit Investment Advisory Services, LLC3,368$267K0.12%+20913F-HR/ATimeline
Integrated Wealth Concepts LLC3,364$267K<0.01%-1,98613F-HRTimeline
Goldstein Advisors, LLC3,250$258K0.03%+54413F-HRTimeline
KDK Private Wealth Management, LLC3,245$258K0.28%-3113F-HRTimeline
Retirement Planning Group, LLC3,204$255K0.01%-3913F-HRTimeline
Persium Advisors, LLC3,175$252K0.21%013F-HRTimeline
Cornerstone Wealth Management, LLC3,174$252K0.02%+17913F-HRTimeline
Destiny Capital Corp/CO3,102$246K0.15%+3713F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC3,101$246K0.19%-19213F-HRTimeline
NTV Asset Management LLC3,095$246K0.03%013F-HRTimeline
M&T Bank Corpin group M&T Bank Corp3,090$245K<0.01%new13F-HRTimelineGroup
Beaumont Financial Advisors, LLC3,081$245K0.02%-10813F-HRTimeline
CENTRAL TRUST Co2,990$237K0.01%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,973$236K0.01%new13F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.2,887$229K0.03%+1513F-HRTimeline
BLAIR WILLIAM & CO/IL2,886$229K<0.01%-30013F-HRTimeline
Urban Financial Advisory Corp2,755$219K0.11%+1413F-HRTimeline
VANCE WEALTH, LLC2,739$218K0.07%013F-HRTimeline
HARBOUR INVESTMENTS, INC.2,722$216K0.01%+2713F-HRTimeline
Cypress Wealth Services, LLC2,708$215K0.04%-34013F-HRTimeline
AVISO WEALTH MANAGEMENT2,704$215K0.1%-2813F-HRTimeline
Capital Investment Advisory Services, L…2,679$213K0.02%+2,11713F-HRTimeline
MOSAIC FAMILY WEALTH PARTNERS, LLC2,669$212K0.03%new13F-HRTimeline
Western Wealth Management, LLC2,655$211K0.01%-1,97413F-HRTimeline
Embree Financial Group2,652$211K0.03%-10713F-HRTimeline
Rockwood Wealth Management, LLC2,624$208K0.02%-15813F-HRTimeline
BURNEY CO/2,586$205K0.01%-82413F-HRTimeline
GERMAN AMERICAN BANCORP, INC.2,567$204K0.02%-25613F-HRTimeline
DRW Securities, LLC2,546$202K0.01%new13F-HRTimeline
APPLETON PARTNERS INC/MA2,538$202K0.01%-11013F-HRTimeline
PRIVATE TRUST CO NA2,462$196K0.02%-76413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…2,357$187K<0.01%013F-HRTimelineGroup
Tradewinds Capital Management, LLC2,294$182K0.05%+1113F-HRTimeline
DHJJ Financial Advisors, Ltd.2,285$181K0.07%013F-HRTimeline
Sachetta, LLC2,081$165K0.07%+313F-HRTimeline
Steward Partners Investment Advisory, L…1,911$152K<0.01%+22713F-HRTimeline
Iron Horse Wealth Management, LLC1,871$149K0.04%-1513F-HRTimeline
Smartleaf Asset Management LLC1,687$134K0.01%+64613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,523$121K<0.01%+513F-HRTimeline
Bellwether Advisors, LLC1,183$94K0.02%013F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,106$87.8K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,020$81K<0.01%+16813F-HRTimeline
Nova Wealth Management, Inc.989$78.6K0.06%+82113F-HRTimeline
Tower View Wealth Management LLC975$77.4K0.04%+513F-HRTimeline
Choate Investment Advisors958$76.1K<0.01%new13F-HRTimeline
AdvisorNet Financial, Inc818$65K<0.01%013F-HRTimeline
Compass Financial Services Inc817$64.9K0.03%013F-HRTimeline
Pinnacle Bancorp, Inc.781$62K0.02%-72913F-HRTimeline
Centricity Wealth Management, LLC741$58.9K0.05%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV723$57.4K<0.01%+8813F-HRTimeline
Smithfield Trust Co700$56K<0.01%013F-HRTimeline
CoreCap Advisors, LLC690$54.8K<0.01%+4613F-HRTimeline
Jackson, Grant Investment Advisers, Inc.627$49.8K0.02%+313F-HRTimeline
UMB Bank, n.a.579$46K<0.01%-39913F-HR/ATimeline
Capital A Wealth Management, LLC623$45.7K0.51%+56213F-HRTimeline
BALLAST ADVISORS LLC531$42.2K0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\519$41.2K<0.01%-5813F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…504$40K0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…499$39.6K0.05%013F-HR/ATimeline
JFS WEALTH ADVISORS, LLC478$38K<0.01%+213F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.452$35.9K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC452$35.9K0.02%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC427$33.9K<0.01%-33,90313F-HRTimelineGroup
TUCKER ASSET MANAGEMENT LLC406$32.2K0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC396$31.5K<0.01%+10513F-HRTimelineGroup
Versant Capital Management, Inc333$26.4K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC327$26K<0.01%+113F-HRTimeline
Wood Tarver Financial Group, LLC332$26K0.01%013F-HRTimeline
Sunbelt Securities, Inc.311$24.9K<0.01%+17313F-HRTimeline
Copia Wealth Management310$24.6K0.02%013F-HRTimeline
Front Row Advisors LLC300$23.8K0.01%013F-HRTimeline
Crews Bank & Trust300$23.8K<0.01%-26513F-HRTimeline
Family Capital Trust Co281$22.3K0.01%013F-HRTimeline
Key Financial Inc274$21.8K<0.01%013F-HRTimeline
Bristlecone Advisors, LLC266$21.1K<0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc265$21K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.275$21K<0.01%+113F-HRTimeline
MassMutual Private Wealth & Trust, FSB229$18.2K<0.01%013F-HRTimeline
BFSG, LLC223$17.7K<0.01%013F-HRTimeline
TD Capital Management LLC217$17.2K<0.01%+113F-HRTimeline
Future Financial Wealth Managment LLC210$16.7K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC209$16.6K<0.01%013F-HRTimeline
Beacon Capital Management, LLC193$15.3K<0.01%+113F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp180$14.3K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC177$14.1K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC158$12.6K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …154$12.5K<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC152$12.1K<0.01%+113F-HRTimeline
VALLEY NATIONAL ADVISERS INC154$12K<0.01%+7813F-HRTimeline
Frazier Financial Advisors, LLC141$11.2K0.01%new13F-HRTimeline
Hughes Financial Services, LLC129$10.3K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.125$9.93K<0.01%013F-HRTimeline
Tidemark, LLC121$9.61K<0.01%-18913F-HRTimeline
GPS Wealth Strategies Group, LLC120$9.51K<0.01%-11213F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC118$9.37K<0.01%new13F-HRTimeline
Arax Advisory Partners114$9.08K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…106$8.42K<0.01%-2113F-HRTimelineGroup
Realta Investment Advisors102$8.1K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$7.94K<0.01%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC100$7.94K<0.01%013F-HRTimeline
HOWE & RUSLING INC93$7.39K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…83$6.59K<0.01%013F-HRTimelineGroup
Scarborough Advisors, LLC77$6.1K<0.01%new13F-HRTimeline
Crewe Advisors LLC63$5K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC57$4.53K<0.01%new13F-HRTimeline
Robinswood Financial LLC56$4.51K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC45$3.54K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA41$3.26K<0.01%new13F-HRTimeline
Legacy Investment Solutions, LLC40$3.18K<0.01%13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…40$3.18K<0.01%013F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management35$2.78K<0.01%new13F-HRTimelineGroup
Raleigh Capital Management Inc.32$2.56K<0.01%new13F-HRTimeline
Manchester Capital Management LLC28$2.23K<0.01%-20013F-HRTimeline
Cedar Mountain Advisors, LLC26$2.06K<0.01%013F-HRTimeline
Costello Asset Management, INC26$2.04K<0.01%+113F-HRTimeline
Archer Investment Corp23$1.83K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB21$1.67K<0.01%013F-HRTimeline
Bullock Wealth Management Group17$1.34K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.16$1.27K<0.01%-913F-HRTimeline
Qube Research & Technologies Ltd13$1.03K<0.01%new13F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4$318<0.01%013F-HRTimelineGroup
Annis Gardner Whiting Capital Advisors,…3$239<0.01%new13F-HRTimeline
CITIGROUP INCin group CITIGROUP INC1$79<0.01%-813F-HRTimelineGroup
Bogart Wealth, LLC1$79<0.01%new13F-HRTimeline
Sound Income Strategies, LLC1$79<0.01%013F-HRTimeline
Provident Wealth Management, LLC1$79<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.