Skip to content
Disclosery

MDYV SPDR SERIES TRUST

Follow

ST STR SP400VAL (fund)

361 managers (364 13F filers) reported a position in MDYV shares at 2025-09-30, 22,194,501 shares in all. 22 filers opened a position and 31 filers sold out during the quarter.

Managers
361
13F filers
364
New
22
Added
108
Reduced
157
Sold out
31
Shares held by filers
22,194,501

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
Burt Wealth Advisors5,492$458K0.11%+44013F-HRTimeline
NORDEN GROUP LLC5,457$455K0.05%+4813F-HRTimeline
WRAPMANAGER INC5,252$438K0.13%-2,77913F-HRTimeline
LongView Wealth Management5,248$438K0.12%+1813F-HRTimeline
Financial Network Wealth Advisors LLC5,242$437K0.48%-50013F-HRTimeline
J.W. COLE ADVISORS, INC.5,183$432K0.01%+713F-HRTimeline
Trueblood Wealth Management, LLC5,156$430K0.17%+2413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,129$428K0.13%+1213F-HRTimelineGroup
STALEY CAPITAL ADVISERS INC5,111$426K0.02%013F-HRTimeline
IFP Advisors, Inc5,106$426K0.01%-31213F-HR/ATimeline
Valmark Advisers, Inc.5,046$421K0.01%new13F-HRTimeline
Joseph Group Capital Management4,912$410K0.12%-36713F-HRTimeline
Csenge Advisory Group4,873$406K0.02%-15213F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,848$404K0.03%013F-HRTimeline
MOTIVE WEALTH ADVISORS4,679$390K0.17%+213F-HRTimeline
Avant Capital LLC4,540$379K0.27%+1413F-HRTimeline
Centennial Wealth Advisory LLC4,496$375K0.1%+26513F-HRTimeline
Falcon Wealth Planning4,474$373K0.03%-17013F-HRTimeline
CONDOR CAPITAL MANAGEMENT4,447$371K0.03%-20013F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC4,348$363K0.12%-3,37613F-HRTimeline
ProVise Management Group, LLC4,323$361K0.03%-46913F-HRTimeline
KWB Wealth4,516$359K0.04%-112,97713F-HRTimeline
Acorn Wealth Advisors, LLC4,202$350K0.11%-23113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC4,313$343K0.05%+36013F-HRTimeline
Rehmann Capital Advisory Group3,986$332K0.02%+513F-HRTimeline
Measured Wealth Private Client Group, L…3,986$332K0.09%+213F-HRTimeline
Apeiron RIA LLC3,991$328K0.07%-31713F-HRTimeline
Wallace Advisory Group, LLC4,011$319K0.26%-23113F-HRTimeline
Centerpoint Advisors, LLC3,774$315K0.1%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,734$311K0.02%-80413F-HRTimelineGroup
CULTIVAR CAPITAL, INC.3,480$290K0.19%new13F-HRTimeline
Quadcap Wealth Management, LLC3,456$288K0.03%013F-HRTimeline
Schneider Downs Wealth Management Advis…3,395$283K0.03%013F-HRTimeline
Integrated Wealth Concepts LLC3,297$275K<0.01%-6713F-HRTimeline
Alta Wealth Advisors LLC3,264$272K0.1%-12713F-HRTimeline
Goldstein Advisors, LLC3,250$271K0.03%013F-HRTimeline
KDK Private Wealth Management, LLC3,218$268K0.27%-2713F-HRTimeline
Retirement Planning Group, LLC3,204$267K0.01%013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp3,200$267K<0.01%-1,35813F-HRTimelineGroup
Summit Investment Advisory Services, LLC3,198$267K0.11%-17013F-HR/ATimeline
Persium Advisors, LLC3,175$265K0.2%013F-HRTimeline
Perennial Investment Advisors, LLC3,121$260K0.02%-2,18013F-HRTimeline
Destiny Capital Corp/CO3,102$259K0.14%013F-HRTimeline
NTV Asset Management LLC3,095$258K0.03%013F-HRTimeline
Beaumont Financial Advisors, LLC3,081$257K0.02%013F-HRTimeline
Balefire, LLC3,080$257K0.05%new13F-HRTimeline
Freestone Capital Holdings, LLCin group Freestone Capital Holdings, L…3,018$252K0.01%new13F-HRTimelineGroup
Cornerstone Wealth Management, LLC2,987$249K0.01%-18713F-HRTimeline
Gibbs Wealth Management2,934$245K0.06%-53313F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC2,890$241K0.16%-21113F-HRTimeline
CENTRAL TRUST Co2,890$241K0.01%-10013F-HRTimeline
Redhawk Wealth Advisors, Inc.2,857$238K0.03%-3013F-HRTimeline
Urban Financial Advisory Corp2,768$231K0.11%+1313F-HRTimeline
HARBOUR INVESTMENTS, INC.2,723$227K0.01%+113F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,712$226K0.07%-1,10013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,695$225K0.01%-27813F-HRTimelineGroup
Capital Investment Advisory Services, L…2,679$223K0.02%013F-HRTimeline
Western Wealth Management, LLC2,661$222K0.01%+613F-HRTimeline
VANCE WEALTH, LLC2,653$221K0.07%-8613F-HRTimeline
BLAIR WILLIAM & CO/IL2,641$220K<0.01%-24513F-HRTimeline
Annex Advisory Services, LLC2,640$220K<0.01%new13F-HRTimeline
Foundations Investment Advisors, LLC2,628$219K<0.01%new13F-HRTimeline
Rockwood Wealth Management, LLC2,624$219K0.02%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC2,622$219K0.05%-94313F-HRTimeline
GERMAN AMERICAN BANCORP, INC.2,567$214K0.02%013F-HRTimeline
APPLETON PARTNERS INC/MA2,538$212K0.01%013F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC2,540$212K0.14%new13F-HRTimeline
DRW Securities, LLC2,546$211K0.01%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…2,473$206K<0.01%-42,89313F-HRTimelineGroup
PDS Planning, Inc2,468$206K0.01%new13F-HRTimeline
Note Advisors, LLC2,457$205K0.12%new13F-HRTimeline
Somerset Trust Co2,456$205K0.06%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,418$202K<0.01%-67213F-HRTimelineGroup
Cypress Wealth Services, LLC2,408$201K0.03%-30013F-HRTimeline
PRIVATE TRUST CO NA2,325$194K0.02%-13713F-HRTimeline
Tradewinds Capital Management, LLC2,305$192K0.04%+1113F-HRTimeline
DHJJ Financial Advisors, Ltd.2,285$191K0.06%013F-HRTimeline
Sachetta, LLC2,081$174K0.06%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,744$145K<0.01%-61313F-HRTimelineGroup
Smartleaf Asset Management LLC1,687$140K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,527$127K<0.01%+413F-HRTimeline
Advisory Services Network, LLC1,428$119K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.1,365$114K0.11%-10,89913F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,106$92.3K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,085$90.5K<0.01%new13F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,020$85.1K<0.01%013F-HRTimeline
Tower View Wealth Management LLC979$81.7K0.04%+413F-HRTimeline
Nova Wealth Management, Inc.889$74.1K0.05%-10013F-HRTimeline
AMERIFLEX GROUP, INC.870$72.6K0.03%+85413F-HRTimeline
Compass Financial Services Inc817$68.1K0.03%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV761$63.4K<0.01%+3813F-HRTimeline
ATWOOD & PALMER INC737$61.5K<0.01%new13F-HRTimeline
Smithfield Trust Co700$58K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\643$53.6K<0.01%+12413F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.630$52.6K0.02%+313F-HRTimeline
CoreCap Advisors, LLC611$51K<0.01%-7913F-HRTimeline
UMB Bank, n.a.579$48.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BALLAST ADVISORS LLC531$44.3K0.01%013F-HRTimeline
Pinnacle Bancorp, Inc.530$44.2K0.01%-25113F-HRTimeline
Glass Jacobson Investment Advisors llc515$42.9K0.02%+25013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…504$42K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC481$40.1K<0.01%+313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC467$39K<0.01%+7113F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.452$37.7K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC452$37.7K0.02%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC406$33.9K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC368$30.7K<0.01%-5913F-HRTimelineGroup
MJT & Associates Financial Advisory Gro…353$29.4K0.02%-14613F-HRTimeline
Versant Capital Management, Inc333$27.8K<0.01%013F-HRTimeline
Caitlin John, LLC330$27.5K0.02%new13F-HRTimeline
Princeton Global Asset Management LLC329$27.4K<0.01%+213F-HRTimeline
Copia Wealth Management310$25.9K0.02%013F-HRTimeline
Front Row Advisors LLC300$25K0.01%013F-HRTimeline
Crews Bank & Trust300$25K<0.01%013F-HRTimeline
Family Capital Trust Co281$23.4K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.275$23K<0.01%013F-HRTimeline
Key Financial Inc274$23K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc272$22.7K<0.01%-54613F-HRTimeline
BFSG, LLC223$18.6K<0.01%013F-HRTimeline
TD Capital Management LLC218$18.2K<0.01%+113F-HRTimeline
VALLEY NATIONAL ADVISERS INC218$18K<0.01%+6413F-HRTimeline
Future Financial Wealth Managment LLC210$17.5K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cherry Tree Wealth Management, LLC209$17.4K<0.01%013F-HRTimeline
N.E.W. Advisory Services LLC158$13.2K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …154$12.9K<0.01%013F-HRTimelineGroup
Stephens Consulting, LLC144$12K<0.01%-813F-HRTimeline
Sunbelt Securities, Inc.138$11.5K<0.01%-17313F-HRTimeline
Qube Research & Technologies Ltd135$11.3K<0.01%+12213F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…129$10.8K<0.01%+2313F-HRTimelineGroup
Hughes Financial Services, LLC129$10.7K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.125$10.4K<0.01%013F-HRTimeline
Tidemark, LLC121$10.1K<0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC120$10K<0.01%013F-HRTimeline
Realta Investment Advisors102$8.51K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$8.34K<0.01%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC100$8.34K<0.01%013F-HRTimeline
HOWE & RUSLING INC93$7.76K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…83$6.92K<0.01%013F-HRTimelineGroup
MMA ASSET MANAGEMENT LLC69$5.72K<0.01%new13F-HRTimeline
Robinswood Financial LLC57$4.76K<0.01%+113F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC57$4.75K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC45$3.72K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA41$3.42K<0.01%013F-HRTimeline
Clearstead Trust, LLC41$3.42K<0.01%-13613F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…40$3.34K<0.01%013F-HRTimelineGroup
Vermillion Wealth Management, Inc.39$3.25K<0.01%new13F-HRTimeline
Manchester Capital Management LLC28$2.34K<0.01%013F-HRTimeline
Crewe Advisors LLC26$2.17K<0.01%-3713F-HRTimeline
Cedar Mountain Advisors, LLC26$2.17K<0.01%013F-HRTimeline
Costello Asset Management, INC26$2.15K<0.01%013F-HRTimeline
Archer Investment Corp23$1.92K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB21$1.75K<0.01%013F-HR/ATimeline
EXCHANGE TRADED CONCEPTS, LLC18$1.5K<0.01%-10013F-HRTimeline
Bullock Wealth Management Group17$1.39K<0.01%013F-HRTimeline
Scarborough Advisors, LLC15$1.26K<0.01%-6213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4$334<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3$250<0.01%+213F-HRTimelineGroup
Rossby Financial, LCC1$84<0.01%new13F-HRTimeline
Bogart Wealth, LLC1$83<0.01%013F-HRTimeline
Provident Wealth Management, LLC1$83<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$75<0.01%-3113F-HRTimeline