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Disclosery

MDYV SPDR SERIES TRUST

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ST STR SP400VAL (fund)

381 managers (384 13F filers) reported a position in MDYV shares at 2025-12-31, 22,170,607 shares in all. 22 filers opened a position and 17 filers sold out during the quarter.

Managers
381
13F filers
384
New
22
Added
137
Reduced
132
Sold out
17
Shares held by filers
22,170,607

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, Q4 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Fortis Capital Advisors, LLC5,986$507K0.07%-11913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,974$506K0.01%+5613F-HRTimeline
Independent Advisor Alliance5,893$499K0.01%+15513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,811$492K0.01%+6013F-HRTimelineGroup
Meridian Financial Advisors, LLC5,763$488K0.27%013F-HRTimeline
Topsail Wealth Management, LLC5,663$480K0.07%013F-HRTimeline
Crescent Grove Advisors, LLC5,636$477K0.05%-22813F-HRTimeline
Orin Green Financial, LLC5,635$477K0.19%013F-HRTimeline
Meridian Wealth Management, LLC5,604$474K0.02%+2513F-HRTimeline
NORDEN GROUP LLC5,593$473K0.05%+13613F-HRTimeline
LongView Wealth Management5,266$466K0.11%+1813F-HRTimeline
Valmark Advisers, Inc.5,420$459K0.01%+37413F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,336$452K0.15%+20713F-HRTimelineGroup
Financial Network Wealth Advisors LLC5,327$451K0.47%+8513F-HRTimeline
Trueblood Wealth Management, LLC5,179$438K0.17%+2313F-HRTimeline
Third View Private Wealth, LLC5,176$438K0.06%13F-HRTimeline
STALEY CAPITAL ADVISERS INC5,111$433K0.02%013F-HRTimeline
Keating Financial Advisory Services, In…4,971$421K0.06%13F-HRTimeline
Sensible Money, LLC4,932$417K0.13%-77013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…4,924$417K0.01%new13F-HRTimelineGroup
Csenge Advisory Group4,918$416K0.02%+4513F-HRTimeline
WealthPLAN Partners, LLC4,899$415K0.06%-1,00913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,848$410K0.03%013F-HRTimeline
Centennial Wealth Advisory LLC4,833$409K0.11%+33713F-HRTimeline
Tempo Wealth, LLC4,654$394K0.07%13F-HRTimeline
MOTIVE WEALTH ADVISORS4,591$389K0.17%-8813F-HRTimeline
Avant Capital LLC4,555$386K0.26%+1513F-HRTimeline
Falcon Wealth Planning4,485$380K0.03%+1113F-HRTimeline
CONDOR CAPITAL MANAGEMENT4,431$375K0.03%-1613F-HRTimeline
Balefire, LLC4,400$372K0.07%+1,32013F-HRTimeline
&PARTNERS4,355$369K<0.01%-1,42013F-HRTimeline
CULTIVAR CAPITAL, INC.4,355$369K0.24%+87513F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC4,222$357K0.12%-12613F-HRTimeline
Acorn Wealth Advisors, LLC4,217$357K0.11%+1513F-HRTimeline
Apeiron RIA LLC3,998$355K0.07%+713F-HRTimeline
Measured Wealth Private Client Group, L…4,183$354K0.09%+19713F-HRTimeline
KWB Wealth4,126$349K0.03%-39013F-HRTimeline
ProVise Management Group, LLC4,103$347K0.02%-22013F-HRTimeline
Rehmann Capital Advisory Group4,044$342K0.02%+5813F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC3,933$333K0.04%-38013F-HRTimeline
COMERICA BANK3,821$323K<0.01%-2,11113F-HRTimeline
COGENT STRATEGIC WEALTH LLC3,620$322K0.35%13F-HRTimeline
Centerpoint Advisors, LLC3,774$319K0.1%013F-HRTimeline
WRAPMANAGER INC3,690$312K0.11%-1,56213F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,660$310K0.01%-46,92513F-HRTimelineGroup
J.W. COLE ADVISORS, INC.4,724$299K0.01%-45913F-HRTimeline
Quadcap Wealth Management, LLC3,456$293K0.03%013F-HRTimeline
Wallace Advisory Group, LLC3,422$290K0.3%-58913F-HRTimeline
Schneider Downs Wealth Management Advis…3,395$287K0.03%013F-HRTimeline
MidAtlantic Capital Management, Inc.3,383$286K0.18%-7,43213F-HRTimeline
Joseph Group Capital Management3,380$286K0.08%-1,53213F-HRTimeline
Goldstein Advisors, LLC3,250$275K0.03%013F-HRTimeline
Breachway Investments LLC3,218$272K0.29%13F-HRTimeline
Retirement Planning Group, LLC3,204$271K0.01%013F-HRTimeline
Persium Advisors, LLC3,175$269K0.2%013F-HRTimeline
Destiny Capital Corp/CO3,097$262K0.13%-513F-HRTimeline
Beaumont Financial Advisors, LLC3,081$261K0.02%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…3,066$260K0.01%-66813F-HRTimelineGroup
KDK Private Wealth Management, LLC3,064$259K0.23%-15413F-HR/ATimeline
Snowden Capital Advisors LLC2,980$252K0.01%new13F-HRTimeline
Gibbs Wealth Management2,825$251K0.06%-10913F-HRTimeline
Alta Wealth Advisors LLC2,955$250K0.08%-30913F-HRTimeline
Summit Investment Advisory Services, LLC2,945$249K0.09%-25313F-HRTimeline
CERTIOR FINANCIAL GROUP, LLC2,897$245K0.17%+713F-HRTimeline
Perennial Investment Advisors, LLC2,869$243K0.02%-25213F-HRTimeline
Cornerstone Wealth Management, LLC2,839$240K0.01%-14813F-HRTimeline
Western Wealth Management, LLC2,785$236K0.01%+12413F-HRTimeline
Urban Financial Advisory Corp2,781$235K0.09%+1313F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,702$229K0.01%+713F-HRTimelineGroup
Redhawk Wealth Advisors, Inc.2,694$228K0.03%-16313F-HRTimeline
Capital Investment Advisory Services, L…2,679$227K0.02%013F-HRTimeline
Cornerstone Planning, LLC2,661$225K0.05%13F-HRTimeline
VANCE WEALTH, LLC2,653$225K0.07%013F-HR/ATimeline
Cerity Partners LLCin group Cerity Partners LLC2,628$222K<0.01%new13F-HRTimelineGroup
BLAIR WILLIAM & CO/IL2,608$221K<0.01%-3313F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,578$218K0.05%13F-HRTimeline
GERMAN AMERICAN BANCORP, INC.2,567$217K0.02%013F-HRTimeline
Note Advisors, LLC2,403$216K0.11%-5413F-HRTimeline
DRW Securities, LLC2,546$216K0.02%013F-HRTimeline
BREAKTHRU ADVISORY SERVICES, LLC2,540$215K0.14%013F-HRTimeline
APPLETON PARTNERS INC/MA2,489$211K0.01%-4913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,472$209K0.01%new13F-HRTimeline
PDS Planning, Inc2,471$209K0.01%+313F-HRTimeline
Somerset Trust Co2,447$207K0.06%-913F-HRTimeline
CAPITAL ADVISORY GROUP ADVISORY SERVICE…2,440$207K0.06%-27213F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC2,424$205K0.01%new13F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,418$205K<0.01%013F-HR/ATimelineGroup
Cypress Wealth Services, LLC2,373$201K0.03%-3513F-HRTimeline
HARBOUR INVESTMENTS, INC.2,351$199K<0.01%-37213F-HRTimeline
CENTRAL TRUST Co2,340$198K<0.01%-55013F-HRTimeline
PRIVATE TRUST CO NA2,326$197K0.02%+113F-HRTimeline
Tradewinds Capital Management, LLC2,289$194K0.04%-1613F-HRTimeline
DHJJ Financial Advisors, Ltd.2,285$193K0.06%013F-HRTimeline
Sachetta, LLC2,081$176K0.1%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,958$166K<0.01%+1,49113F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.1,893$160K0.02%13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,744$148K<0.01%013F-HRTimelineGroup
Smartleaf Asset Management LLC1,687$144K0.01%013F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC1,532$130K<0.01%+513F-HRTimeline
AdvisorNet Financial, Inc1,285$109K0.01%+1,01313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,260$107K<0.01%+17513F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV1,120$94.8K0.01%+35913F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,106$93.6K<0.01%013F-HRTimeline
TUCKER ASSET MANAGEMENT LLC1,058$89.6K0.03%+65213F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,020$86.3K<0.01%013F-HRTimeline
Tower View Wealth Management LLC984$83.3K0.04%+513F-HRTimeline
Nova Wealth Management, Inc.964$81.6K0.06%+7513F-HRTimeline
CoreCap Advisors, LLC852$72.1K<0.01%+24113F-HRTimeline
Compass Financial Services Inc817$69.2K0.03%013F-HRTimeline
Miller Capital Partners, Inc.767$64.9K0.03%13F-HRTimeline
ATWOOD & PALMER INC740$62.7K<0.01%+313F-HRTimeline
Smithfield Trust Co700$60K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.633$53.6K0.02%+313F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\609$51.6K<0.01%-3413F-HRTimelineGroup
UMB Bank, n.a.579$49K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BALLAST ADVISORS LLC531$44.9K0.01%013F-HRTimeline
PENSION & WEALTH MANAGEMENT ADVISORS, I…504$42.7K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC483$40.9K<0.01%+213F-HRTimeline
Glass Jacobson Investment Advisors llc455$38.5K0.01%-6013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.452$38.3K<0.01%013F-HRTimelineGroup
Millstone Evans Group, LLC452$38.3K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.447$37.8K0.01%-8313F-HRTimeline
AMERIFLEX GROUP, INC.435$36.8K0.02%-43513F-HRTimeline
SageView Advisory Group, LLC355$30.1K<0.01%new13F-HRTimeline
Versant Capital Management, Inc333$28.2K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC330$28K<0.01%+113F-HRTimeline
Caitlin John, LLC330$27.9K0.02%013F-HRTimeline
Copia Wealth Management310$26.2K0.02%013F-HRTimeline
Front Row Advisors LLC300$25.4K0.01%013F-HRTimeline
Crews Bank & Trust300$25.4K<0.01%013F-HRTimeline
Family Capital Trust Co281$23.8K0.01%013F-HRTimeline
LANARK FINANCIAL, INC.276$23.4K<0.01%+113F-HRTimeline
Key Financial Inc274$23.2K<0.01%013F-HRTimeline
Caldwell Trust Co255$21.6K<0.01%new13F-HRTimeline
MJT & Associates Financial Advisory Gro…249$21.1K0.02%-10413F-HR/ATimeline
BFSG, LLC223$18.9K<0.01%013F-HRTimeline
North Star Investment Management Corp.220$18.6K<0.01%new13F-HRTimeline
TD Capital Management LLC219$18.5K<0.01%+113F-HRTimeline
Cherry Tree Wealth Management, LLC209$17.7K<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…195$16.5K<0.01%+6613F-HRTimelineGroup
Pinnacle Wealth Planning Services, Inc.182$15.4K<0.01%new13F-HRTimeline
N.E.W. Advisory Services LLC158$13.4K<0.01%013F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …154$13.4K<0.01%013F-HRTimelineGroup
ABOUND FINANCIAL, LLC145$12.3K<0.01%new13F-HR/ATimeline
Stephens Consulting, LLC145$12.2K<0.01%+113F-HRTimeline
VALLEY NATIONAL ADVISERS INC142$12K<0.01%-7613F-HRTimeline
IFC & Insurance Marketing, Inc.138$12K0.01%13F-HRTimeline
Sunbelt Securities, Inc.138$11.7K<0.01%013F-HRTimeline
Hughes Financial Services, LLC129$10.9K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.125$10.6K<0.01%013F-HRTimeline
Tidemark, LLC121$10.2K<0.01%013F-HRTimeline
Arax Advisory Partners115$9.77K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$8.46K<0.01%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC100$8.46K<0.01%013F-HRTimeline
HOWE & RUSLING INC93$7.87K<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…83$7.03K<0.01%013F-HRTimelineGroup
REAP Financial Group, LLC74$6.29K<0.01%new13F-HRTimeline
Robinswood Financial LLC57$4.83K<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC57$4.83K<0.01%013F-HRTimeline
FWL INVESTMENT MANAGEMENT, LLC45$3.78K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA41$3.47K<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…41$3.47K<0.01%+113F-HRTimelineGroup
Vermillion Wealth Management, Inc.39$3.3K<0.01%013F-HRTimeline
Manchester Capital Management LLC28$2.37K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC26$2.2K<0.01%013F-HRTimeline
Costello Asset Management, INC26$2.19K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB21$1.78K<0.01%013F-HRTimeline
Crewe Advisors LLC20$1.69K<0.01%-613F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC18$1.52K<0.01%013F-HRTimeline
Key Capital Management, INC17$1.44K<0.01%13F-HRTimeline
Bullock Wealth Management Group17$1.4K<0.01%013F-HRTimeline
Scarborough Advisors, LLC15$1.28K<0.01%013F-HRTimeline
Cranbrook Wealth Management, LLC15$1.27K<0.01%new13F-HRTimeline
Qube Research & Technologies Ltd13$1.1K<0.01%-12213F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP4$339<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC3$254<0.01%013F-HRTimelineGroup
Sound Income Strategies, LLC1$89<0.01%new13F-HRTimeline
Bogart Wealth, LLC1$85<0.01%013F-HRTimeline
Provident Wealth Management, LLC1$85<0.01%013F-HRTimeline
Rossby Financial, LCC1$85<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$77<0.01%013F-HRTimeline