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Disclosery

MDYV SPDR SERIES TRUST

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ST STR SP400VAL (fund)

375 managers (380 13F filers) reported a position in MDYV shares at 2026-03-31, 21,463,177 shares in all. 22 filers opened a position and 25 filers sold out during the quarter.

Managers
375
13F filers
380
New
22
Added
122
Reduced
156
Sold out
25
Shares held by filers
21,463,177

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Friday Financial6,047$515K0.18%-14913F-HRTimeline
Topsail Wealth Management, LLC5,923$504K0.07%+26013F-HRTimeline
CULTIVAR CAPITAL, INC.5,890$502K0.32%+1,53513F-HRTimeline
Janney Montgomery Scott LLC5,873$500K<0.01%-15513F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,794$493K0.01%-1713F-HRTimelineGroup
Belpointe Asset Management LLC5,740$489K0.02%-24613F-HRTimeline
Fortis Capital Advisors, LLC5,740$489K0.06%-24613F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,739$489K0.01%-23513F-HRTimeline
Meridian Wealth Management, LLC5,691$485K0.02%+8713F-HRTimeline
NORDEN GROUP LLC5,655$482K0.05%+6213F-HRTimeline
Crescent Grove Advisors, LLC5,636$480K0.05%013F-HRTimeline
Orin Green Financial, LLC5,604$477K0.2%-3113F-HRTimeline
Meridian Financial Advisors, LLC5,463$465K0.25%-30013F-HRTimeline
J.W. COLE ADVISORS, INC.5,375$458K0.02%+65113F-HRTimeline
Financial Network Wealth Advisors LLC5,308$452K0.46%-1913F-HRTimeline
IFP Advisors, Inc5,289$450K0.01%-1,49613F-HRTimeline
Trueblood Wealth Management, LLC5,202$443K0.17%+2313F-HRTimeline
FLAGSTAR SECURITIES, INCin group FLAGSTAR SECURITIES, INC5,198$443K0.16%-13813F-HR/ATimelineGroup
STALEY CAPITAL ADVISERS INC5,111$435K0.02%013F-HRTimeline
Valmark Advisers, Inc.5,041$429K0.01%-37913F-HRTimeline
Keating Financial Advisory Services, In…4,971$423K0.07%013F-HRTimeline
Csenge Advisory Group4,865$414K0.02%-5313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC4,848$413K0.03%013F-HRTimeline
Balefire, LLC4,840$412K0.08%+44013F-HRTimeline
Centennial Wealth Advisory LLC4,770$406K0.1%-6313F-HRTimeline
Tempo Wealth, LLC4,674$398K0.07%+2013F-HRTimeline
Third View Private Wealth, LLC4,587$391K0.05%-58913F-HRTimeline
LongView Wealth Management4,318$386K0.1%-94813F-HRTimeline
Avant Capital LLC4,360$371K0.26%-19513F-HRTimeline
Falcon Wealth Planning4,244$361K0.02%-24113F-HRTimeline
Acorn Wealth Advisors, LLC4,232$360K0.11%+1513F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC4,208$358K0.13%-1413F-HRTimeline
KWB Wealth4,126$349K0.03%013F-HRTimeline
Measured Wealth Private Client Group, L…4,092$348K0.1%-9113F-HRTimeline
ProVise Management Group, LLC4,078$347K0.02%-2513F-HRTimeline
Rehmann Capital Advisory Group4,021$342K0.02%-2313F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …4,016$342K0.02%new13F-HRTimelineGroup
Apeiron RIA LLC3,957$337K0.08%-4113F-HRTimeline
BLAIR WILLIAM & CO/IL3,949$336K<0.01%+1,34113F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC3,933$335K0.04%013F-HRTimeline
Sensible Money, LLC3,864$329K0.1%-1,06813F-HRTimeline
&PARTNERS3,809$324K<0.01%-54613F-HRTimeline
CONDOR CAPITAL MANAGEMENT3,797$323K0.03%-63413F-HRTimeline
MISSION WEALTH MANAGEMENT, LP3,766$321K0.01%new13F-HRTimeline
COGENT STRATEGIC WEALTH LLC3,719$317K0.33%+9913F-HRTimeline
Centerpoint Advisors, LLC3,639$310K0.1%-13513F-HRTimeline
Snowden Capital Advisors LLC3,607$307K0.01%+62713F-HRTimeline
Integrated Wealth Concepts LLC3,537$301K<0.01%new13F-HRTimeline
Schneider Downs Wealth Management Advis…3,395$289K0.03%013F-HRTimeline
MidAtlantic Capital Management, Inc.3,383$288K0.2%013F-HRTimeline
Joseph Group Capital Management3,354$286K0.07%-2613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…3,352$285K0.01%-30813F-HRTimelineGroup
Wallace Advisory Group, LLC3,318$283K0.3%-10413F-HRTimeline
Goldstein Advisors, LLC3,250$277K0.03%013F-HRTimeline
Breachway Investments LLC3,218$275K0.26%013F-HRTimeline
Retirement Planning Group, LLC3,204$273K0.01%013F-HRTimeline
Persium Advisors, LLC3,175$270K0.21%013F-HRTimeline
Beaumont Financial Advisors, LLC3,081$262K0.02%013F-HRTimeline
WRAPMANAGER INC3,080$262K0.09%-61013F-HRTimeline
Destiny Capital Corp/CO3,064$261K0.14%-3313F-HRTimeline
Quadcap Wealth Management, LLC3,031$258K0.03%-42513F-HRTimeline
KDK Private Wealth Management, LLC2,997$255K0.23%-6713F-HRTimeline
Arkadios Wealth Advisors2,979$254K<0.01%new13F-HRTimeline
O'Keefe Stevens Advisory, Inc.2,925$249K0.06%new13F-HRTimeline
Summit Investment Advisory Services, LLC2,904$247K0.09%-4113F-HRTimeline
Urban Financial Advisory Corp2,855$243K0.09%+7413F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…2,850$243K0.01%-21613F-HRTimelineGroup
Cornerstone Wealth Management, LLC2,824$240K0.01%-1513F-HRTimeline
Western Wealth Management, LLC2,771$236K0.01%-1413F-HR/ATimeline
CERTIOR FINANCIAL GROUP, LLC2,696$230K0.15%-20113F-HRTimeline
DIVERSIFY WEALTH MANAGEMENT, LLCin group Diversify Advisory Services, …2,541$229K<0.01%new13F-HRTimelineGroup
Capital Investment Advisory Services, L…2,679$228K0.02%013F-HRTimeline
Redhawk Wealth Advisors, Inc.2,671$227K0.03%-2313F-HRTimeline
Cornerstone Planning, LLC2,661$227K0.05%013F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,580$220K0.04%+213F-HRTimeline
GERMAN AMERICAN BANCORP, INC.2,567$219K0.02%013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.2,542$216K0.01%-16013F-HRTimelineGroup
BREAKTHRU ADVISORY SERVICES, LLC2,540$216K0.35%013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…2,472$212K0.01%013F-HRTimeline
PDS Planning, Inc2,474$211K0.01%+313F-HRTimeline
Perennial Investment Advisors, LLC2,452$209K0.02%-41713F-HRTimeline
VANCE WEALTH, LLC2,429$207K0.06%-22413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp2,418$206K<0.01%013F-HR/ATimelineGroup
Somerset Trust Co2,413$205K0.06%-3413F-HRTimeline
Note Advisors, LLC2,403$205K0.1%013F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP2,398$204K<0.01%new13F-HRTimelineGroup
CENTRAL TRUST Co2,340$199K<0.01%013F-HRTimeline
Tradewinds Capital Management, LLC2,299$196K0.04%+1013F-HRTimeline
DHJJ Financial Advisors, Ltd.2,285$195K0.06%013F-HRTimeline
PRIVATE TRUST CO NA2,217$189K0.02%-10913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,086$188K<0.01%+55413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,899$162K<0.01%+15513F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.1,704$145K0.02%-18913F-HRTimeline
Smartleaf Asset Management LLC1,687$140K0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,493$127K<0.01%+23313F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC1,381$118K<0.01%+36113F-HRTimeline
AdvisorNet Financial, Inc1,380$118K0.01%+9513F-HRTimeline
LOWE BROCKENBROUGH & CO INC1,106$94.2K<0.01%013F-HRTimeline
Nova Wealth Management, Inc.1,086$94K0.06%+12213F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,090$92.8K0.01%-3013F-HRTimeline
Tower View Wealth Management LLC988$84.1K0.04%+413F-HRTimeline
TUCKER ASSET MANAGEMENT LLC948$80.7K0.02%-11013F-HRTimeline
Miller Capital Partners, Inc.767$65.3K0.03%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP746$63.5K0.01%+74213F-HRTimelineGroup
ATWOOD & PALMER INC744$63.3K<0.01%+413F-HRTimeline
Smithfield Trust Co700$60K<0.01%013F-HRTimeline
Basecamp Wealth Advisors LLC646$55K0.01%new13F-HRTimeline
Jackson, Grant Investment Advisers, Inc.636$54.2K0.02%+313F-HRTimeline
CoreCap Advisors, LLC611$52.1K<0.01%-24113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\604$51.4K<0.01%-513F-HRTimelineGroup
UMB Bank, n.a.579$49.3K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Glass Jacobson Investment Advisors llc540$46K0.02%+8513F-HRTimeline
BALLAST ADVISORS LLC531$45.2K0.01%013F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC529$45K<0.01%-1,42913F-HRTimelineGroup
PENSION & WEALTH MANAGEMENT ADVISORS, I…504$42.9K0.01%013F-HRTimeline
JFS WEALTH ADVISORS, LLC485$41.3K<0.01%+213F-HRTimeline
Millstone Evans Group, LLC452$38.5K0.02%013F-HRTimeline
AMERIFLEX GROUP, INC.435$37K0.02%013F-HRTimeline
Pinnacle Bancorp, Inc.392$33.4K0.01%-5513F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC389$33.1K<0.01%13F-HRTimelineGroup
Caitlin John, LLC330$28.1K0.02%013F-HRTimeline
Copia Wealth Management310$26.4K0.02%013F-HRTimeline
Front Row Advisors LLC300$25.5K0.01%013F-HRTimeline
Crews Bank & Trust300$25.5K<0.01%013F-HRTimeline
Princeton Global Asset Management LLC294$25.1K<0.01%-3613F-HRTimeline
LANARK FINANCIAL, INC.277$23.6K<0.01%+113F-HRTimeline
Key Financial Inc274$23.3K<0.01%013F-HRTimeline
Family Capital Trust Co269$22.9K0.01%-1213F-HR/ATimeline
Caldwell Trust Co255$21.7K<0.01%013F-HRTimeline
MJT & Associates Financial Advisory Gro…249$21.2K0.02%013F-HRTimeline
BFSG, LLC223$19K<0.01%013F-HRTimeline
North Star Investment Management Corp.220$18.7K<0.01%013F-HRTimeline
TD Capital Management LLC220$18.7K<0.01%+113F-HRTimeline
Comprehensive Financial Planning, Inc./…216$18.4K0.01%new13F-HRTimeline
Cherry Tree Wealth Management, LLC209$17.8K<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.182$15.5K<0.01%013F-HRTimeline
Owl Creek Wealth Partners LLC182$15.5K0.01%13F-HRTimeline
TopTier Wealth Management, LLC175$14.9K0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…166$14.2K<0.01%+8313F-HR/ATimelineGroup
N.E.W. Advisory Services LLC158$13.5K<0.01%013F-HRTimeline
DecisionPoint Financial, LLC155$13.2K<0.01%new13F-HRTimeline
Allspring Global Investments Holdings, …in group Allspring Global Investments …154$13.2K<0.01%013F-HRTimelineGroup
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…151$12.9K<0.01%-4413F-HRTimelineGroup
ABOUND FINANCIAL, LLC145$12.3K0.01%013F-HRTimeline
Versant Capital Management, Inc141$12K<0.01%-19213F-HRTimeline
VALLEY NATIONAL ADVISERS INC142$12K<0.01%013F-HRTimeline
Hughes Financial Services, LLC129$11K<0.01%013F-HRTimeline
THOMPSON INVESTMENT MANAGEMENT, INC.125$10.6K<0.01%013F-HRTimeline
Tidemark, LLC121$10.3K<0.01%013F-HRTimeline
Arax Advisory Partners116$9.87K<0.01%+113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC100$8.52K<0.01%013F-HRTimelineGroup
Provenance Wealth Advisors, LLC100$8.52K<0.01%013F-HRTimeline
HOWE & RUSLING INC93$7.92K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.93$7.92K0.01%new13F-HRTimeline
REAP Financial Group, LLC75$6.36K<0.01%+113F-HRTimeline
Robinswood Financial LLC57$4.86K<0.01%013F-HR/ATimeline
FWL INVESTMENT MANAGEMENT, LLC45$3.8K<0.01%013F-HRTimeline
FIRST COMMUNITY TRUST NA41$3.49K<0.01%013F-HRTimeline
Root Financial Partners, LLC41$3.49K<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…40$3.41K<0.01%-113F-HRTimelineGroup
Vermillion Wealth Management, Inc.39$3.32K<0.01%013F-HRTimeline
Manchester Capital Management LLC28$2.38K<0.01%013F-HRTimeline
Cedar Mountain Advisors, LLC26$2.21K<0.01%013F-HRTimeline
Costello Asset Management, INC26$2.21K<0.01%013F-HRTimeline
Wilmington Savings Fund Society, FSB21$1.79K<0.01%013F-HRTimeline
Key Capital Management, INC20$1.7K<0.01%+313F-HRTimeline
Bullock Wealth Management Group17$1.41K<0.01%013F-HRTimeline
Scarborough Advisors, LLC15$1.29K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC2$170<0.01%-113F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…2$170<0.01%-4,92213F-HRTimelineGroup
Sound Income Strategies, LLC1$86<0.01%013F-HRTimeline
Rossby Financial, LCC1$86<0.01%013F-HRTimeline
Bogart Wealth, LLC1$85<0.01%013F-HRTimeline
Provident Wealth Management, LLC1$85<0.01%013F-HRTimeline
Raleigh Capital Management Inc.1$78<0.01%013F-HRTimeline