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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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,519,657$194M0.37%-4,326,48413F-HRTimeline
NorthRock Partners, LLC1,328,221$102M3.44%-19413F-HRTimeline
Financial Engines Advisors L.L.C.1,290,872$99.5M0.21%-50,05813F-HRTimeline
LPL Financial LLC1,136,150$87.5M0.03%+25,81613F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY724,498$55.8M<0.01%+127,90613F-HRTimelineGroup
Lutz Financial Services LLC703,995$54.2M4.44%+9,29813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP668,705$51.5M0.05%-5,79013F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA601,299$46.3M0.14%-209,51013F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC566,659$43.7M0.61%-4,71413F-HRTimelineGroup
AE Wealth Management LLC558,043$43M0.36%+62,40313F-HRTimeline
FAS Wealth Partners, Inc.556,287$42.9M3.5%+8,40713F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN492,216$37.9M0.01%+12,00513F-HRTimelineGroup
Avantax Planning Partners, Inc.412,142$31.8M1.12%+73,73113F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…399,512$30.8M3.07%+18,50213F-HRTimelineGroup
First Pacific Financial353,181$27.2M5.52%+3,31113F-HRTimeline
Klingman & Associates, LLC346,152$26.7M1.63%+2,57613F-HRTimeline
First National Trust Co340,995$26.3M1.06%-16,67913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV333,870$25.7M0.06%+116,96713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC329,148$25.4M0.01%+93,60413F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.290,591$22.4M0.21%-89413F-HRTimelineGroup
GHP Investment Advisors, Inc.275,305$21.2M1.02%+1,65913F-HRTimeline
Convergence Financial, LLC267,771$20.6M4.05%+2,15913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC261,025$20.1M<0.01%+18,50613F-HR/ATimelineGroup
Clark Capital Management Group, Inc.255,331$19.7M0.14%+65,21613F-HRTimeline
Cetera Investment Advisers249,664$19.2M0.04%+42,14913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC243,860$18.8M0.27%-8,12613F-HRTimeline
HighTower Advisors, LLC242,170$18.7M0.03%+7,28113F-HRTimeline
Asset Dedication, LLC226,016$17.4M1.41%-51,34213F-HRTimeline
Rodgers & Associates, LTD216,093$16.6M2.03%+4,80613F-HRTimeline
ERn Financial, LLC210,160$16.2M2.56%-1,70013F-HRTimeline
Avior Wealth Management, LLC201,976$15.6M0.59%+99213F-HRTimeline
IHT Wealth Management, LLC189,110$14.6M0.46%-94,22513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding187,985$14.5M-377,860Timeline
KWB Wealth180,099$14.4M1.74%-9,95513F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC169,428$13.1M0.02%-14,29913F-HRTimeline
Marathon Mission, Inc.155,855$12M8.4%-1,98113F-HRTimeline
McAdam, LLC155,544$12M0.74%-10,34413F-HRTimeline
Foundations Investment Advisors, LLC148,497$11.4M0.21%+7,76413F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding148,482$11.4M-7,983Timeline
SIGNET FINANCIAL MANAGEMENT, LLC147,720$11.4M1.54%-21,00013F-HRTimeline
CWM, LLCin group CWM, LLC142,507$11M0.04%+9,14413F-HRTimelineGroup
BALANCED WEALTH GROUP LLC141,552$10.9M5.27%-1,33513F-HRTimeline
Private Wealth Management Group, LLC133,666$10.3M3.8%-5913F-HRTimeline
Mariner, LLCin group Mariner, LLC125,842$9.7M0.02%+11,21213F-HRTimelineGroup
TOWNSQUARE CAPITAL LLC123,296$9.5M0.1%+4,13313F-HRTimeline
Alesco Advisors, LLC, An ESL Co119,404$9.2M0.29%-1,18813F-HRTimeline
JNBA Financial Advisors117,815$9.08M0.94%-8,90913F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC114,350$8.82M<0.01%-24,14313F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP106,172$8.15M0.01%+21,56313F-HR/ATimelineGroup
Prestige Wealth Management Group LLC97,057$7.48M1.6%+17,02813F-HR/ATimeline
Total Wealth Planning, LLC95,523$7.36M1.13%-2,27513F-HRTimeline
Rockbridge Investment Management, LCC93,046$7.17M0.85%-4,89413F-HRTimeline
WealthShield Partners, LLC91,552$7.05M0.91%+60113F-HRTimeline
WCG Wealth Advisors LLC88,705$6.83M0.52%-11,51913F-HR/ATimeline
AVANTAX ADVISORY SERVICES, INC.88,008$6.78M0.04%+3,86613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.86,204$6.64M0.01%-31,49113F-HRTimelineGroup
Geneos Wealth Management Inc.83,550$6.44M0.09%+42,24313F-HRTimeline
MML INVESTORS SERVICES, LLC81,889$6.31M0.02%+68,47213F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC81,071$6.25M2.59%+11,36913F-HRTimeline
SAGE FINANCIAL GROUP INC76,374$5.88M0.48%-1,05513F-HRTimeline
Diligent Investors, LLC76,320$5.88M1.43%-9,25913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC74,658$5.75M<0.01%-122,79813F-HRTimelineGroup
Councilor Wealth, LLC74,261$5.72M2.86%-5,03313F-HRTimeline
Private Advisor Group, LLC71,187$5.48M0.03%+8,21113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC69,290$5.34M0.02%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/68,227$5.26M<0.01%+4013F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA67,995$5.24M<0.01%-4,14313F-HR/ATimelineGroup
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…66,277$5.11M0.13%+19,18713F-HRTimelineGroup
Koss-Olinger Consulting, LLC65,292$5.03M0.42%-91013F-HRTimeline
Marotta Asset Management58,408$4.64M0.91%+3,16513F-HRTimeline
Freedom Investment Management, Inc.60,163$4.64M0.39%-4,76413F-HRTimeline
IAG Wealth Partners, LLC57,701$4.45M0.69%-1,20413F-HRTimeline
Gladstone Institutional Advisory LLC56,824$4.38M0.2%+29713F-HRTimeline
RTD Financial Advisors, Inc.55,716$4.29M0.58%-2,72313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…55,250$4.26M<0.01%-70013F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC52,612$4.05M1.14%-18,11513F-HRTimeline
Canandaigua National Trust Co of Florida51,684$3.98M3.51%+1,05613F-HRTimeline
Modera Wealth Management, LLC50,426$3.89M0.05%+4113F-HRTimeline
BAILARD, INC.49,203$3.79M0.1%-31413F-HRTimeline
UBS Group AGin group UBS Group AG48,258$3.72M<0.01%-2,24513F-HRTimelineGroup
Chicago Partners Investment Group LLC46,998$3.52M0.12%+7,72713F-HRTimeline
Montz Harcus Wealth Management LLC44,352$3.42M1.87%+1,82713F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,564$3.36M<0.01%-30,91513F-HRTimelineGroup
Koshinski Asset Management, Inc.42,885$3.3M0.28%-2,19613F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …38,393$2.96M0.08%+2,39913F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding38,354$2.96M-6,136Timeline
Garden State Investment Advisory Servic…37,501$2.9M0.93%-20,61713F-HRTimeline
EP Wealth Advisors, LLC37,163$2.86M0.02%-40,78013F-HRTimeline
MONECO ADVISORS, LLC36,095$2.78M0.29%+14,57513F-HR/ATimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC34,330$2.75M0.06%013F-HRTimelineGroup
Rialto Wealth Management, LLC34,041$2.62M0.82%-1,05513F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC32,519$2.51M0.23%+3,43613F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS32,419$2.5M0.01%-2,53713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC32,384$2.5M0.31%-2,68813F-HRTimeline
Occidental Asset Management, LLC31,932$2.46M0.37%+1,06813F-HRTimeline
Perennial Investment Advisors, LLC31,749$2.45M0.28%-4,77313F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…31,695$2.44M<0.01%-968,30513F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management30,110$2.32M0.03%+10,50913F-HRTimelineGroup
Courage Miller Partners, LLC29,706$2.29M0.78%+85513F-HRTimeline
GTS SECURITIES LLC28,287$2.18M0.09%new13F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP27,595$2.13M<0.01%+6,93613F-HRTimelineGroup
Ignite Planners, LLC27,988$2.07M0.4%-2,39313F-HRTimeline
Merit Financial Group, LLC25,297$1.95M0.03%-31,44213F-HRTimeline
Shum Financial Group, Inc.24,928$1.92M1.66%+1,04113F-HRTimeline
Kingsview Wealth Management, LLC24,559$1.89M0.04%-56213F-HRTimeline
Barden Capital Management, Inc.24,462$1.88M1.68%+37613F-HRTimeline
Aptus Capital Advisors, LLC23,813$1.83M0.02%-2,30913F-HRTimeline
Financial Guidance Group, Inc.23,659$1.82M0.98%-2,36213F-HRTimeline
COURIER CAPITAL LLC22,717$1.75M0.11%+15113F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC23,576$1.75M0.69%+9,25113F-HRTimeline
Farther Finance Advisors, LLC22,265$1.72M0.04%+1,77613F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC23,114$1.7M0.18%+54813F-HRTimeline
STEVENS CAPITAL PARTNERS21,919$1.69M0.79%+3,79513F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC21,328$1.64M0.06%+21,06613F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC21,223$1.64M0.02%+9,30313F-HRTimelineGroup
Wealthspire Advisors, LLC20,543$1.58M0.01%+4,73313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC20,470$1.58M0.61%-77213F-HRTimeline
Smith Anglin Financial, LLC20,066$1.55M0.16%-94313F-HRTimeline
Omega Financial Group, LLC19,848$1.53M0.59%-1,00813F-HRTimeline
MGO ONE SEVEN LLC19,824$1.53M0.06%+85613F-HRTimeline
Brady Martz Wealth Solutions, LLC19,758$1.52M0.34%-2,51713F-HRTimeline
Cambridge Investment Research Advisors,…19,589$1.51M0.01%-66513F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,358$1.49M0.03%+5913F-HRTimelineGroup
Cambridge Financial Group, LLC19,115$1.47M0.62%+76113F-HRTimeline
CX Institutional18,859$1.45M0.05%+4,32813F-HRTimeline
Creative Planningin group Creative Planning18,789$1.45M<0.01%+1,20113F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC18,495$1.43M0.39%+2,00413F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC18,300$1.41M<0.01%+11,70013F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding18,261$1.41M-55,845Timeline
IMC-Chicago, LLC18,260$1.41M0.05%new13F-HRTimeline
CWA Asset Management Group, LLC18,106$1.4M0.07%new13F-HRTimeline
IFG Advisory, LLC17,780$1.37M0.08%+25813F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…17,295$1.33M0.24%-52613F-HRTimeline
Payne Capital Management, LLC16,978$1.31M0.56%-35813F-HRTimeline
Visionary Wealth Advisors16,840$1.3M0.08%-72113F-HRTimeline
Pure Financial Advisors, LLC16,674$1.28M0.03%-59813F-HRTimeline
Orion Porfolio Solutions, LLC16,667$1.28M0.01%-2,36013F-HRTimeline
Orion Portfolio Solutions, LLC16,667$1.28M0.01%-2,36013F-HR/ATimeline
Salomon & Ludwin, LLC15,967$1.23M0.13%+2,20713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,637$1.2M<0.01%-28113F-HRTimelineGroup
LTG Capital LLC15,259$1.18M1.07%-8613F-HRTimeline
HF Advisory Group, LLC15,233$1.17M0.51%+1,25013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…14,257$1.1M0.03%+9,54513F-HRTimelineGroup
MAI Capital Management13,915$1.07M0.01%-91713F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC13,848$1.07M0.57%+10413F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC13,756$1.06M0.09%-1313F-HR/ATimeline
Allworth Financial LP13,844$1.02M0.01%-75113F-HRTimeline
Lewis Asset Management, LLC13,188$1.02M0.84%-3813F-HRTimeline
Prime Capital Investment Advisors, LLC12,854$990K0.01%+9,90413F-HRTimeline
HFG Advisors, Inc.12,840$989K0.85%-23313F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,622$968K0.09%+2,21213F-HR/ATimeline
SFG Wealth Management, LLC.12,526$965K0.47%new13F-HRTimeline
Cape Investment Advisory, Inc.12,211$941K0.37%-7613F-HRTimeline
Weinberger Asset Management, Inc11,813$910K0.39%-80513F-HRTimeline
Krilogy Financial LLC11,751$905K0.06%-42213F-HRTimeline
Commonwealth Financial Services, LLC11,677$900K0.18%-2613F-HRTimeline
Bill Few Associates, Inc.11,473$884K0.32%+36413F-HRTimeline
Keystone Financial Group10,848$836K0.08%+11413F-HRTimeline
MidAtlantic Capital Management, Inc.10,815$833K0.65%013F-HRTimeline
Fiduciary Alliance LLC10,793$832K0.08%+1,61513F-HRTimeline
Invera Wealth Advisors, LLC10,721$826K0.53%+7813F-HR/ATimeline
Wambolt & Associates, LLC10,527$813K0.28%-32813F-HRTimeline
Good Life Advisors, LLC10,448$805K0.06%+14313F-HRTimeline
Milestone Asset Management Group, LLC10,278$792K0.72%+18813F-HRTimeline
Portside Wealth Group, LLC9,791$754K0.12%+53713F-HR/ATimeline
TAGStone Capital, Inc.9,622$741K0.36%+24613F-HRTimeline
Pacific Sun Financial Corp9,194$708K0.4%+7513F-HRTimeline
Advance Capital Management, Inc.9,091$700K0.03%013F-HRTimeline
Elevated Capital Advisors, LLC8,992$693K0.19%-14913F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV8,955$690K0.18%-48113F-HRTimeline
Atria Investments, Inc8,506$655K0.01%-1,49613F-HRTimeline
LexAurum Advisors, LLC8,364$644K0.12%+5713F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC8,350$643K0.01%013F-HRTimeline
FMR LLCin group FMR LLC8,320$641K<0.01%+1,26213F-HRTimelineGroup
Broadview Financial Management, LLC8,287$639K0.48%-24713F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC8,004$617K0.12%13F-HRTimeline
SOL Capital Management CO7,800$601K0.07%013F-HRTimeline
WRAPMANAGER INC7,680$592K0.16%-2013F-HRTimeline
KPP Advisory Services LLC7,654$590K0.11%+39313F-HRTimeline
Everhart Financial Group, Inc.7,441$573K0.08%+17513F-HRTimeline
Janney Montgomery Scott LLC7,247$558K<0.01%-41213F-HRTimeline
Insight Advisors, LLC/ PA7,120$549K0.1%+57413F-HRTimeline
Belpointe Asset Management LLC7,023$541K0.03%new13F-HRTimeline
Fortis Capital Advisors, LLC7,023$541K0.11%new13F-HRTimeline
SJS Investment Consulting Inc.7,000$539K0.09%013F-HRTimeline
PFG Advisors6,968$537K0.03%-22313F-HRTimeline
ARQ WEALTH ADVISORS, LLC6,959$536K0.2%013F-HRTimeline
Stonebridge Financial Group, LLC6,934$534K0.06%013F-HRTimeline
B&D White Capital Company, LLC6,852$528K0.08%-18,27613F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,748$521K0.03%+50913F-HRTimelineGroup
Falcon Wealth Planning6,612$509K0.06%+2013F-HRTimeline
Texas Yale Capital Corp.6,575$507K0.02%+3,75013F-HRTimeline
Sharper & Granite LLC6,570$506K0.21%+3013F-HRTimeline
Financial Network Wealth Advisors LLC6,563$506K0.66%+78913F-HRTimeline
Sterling Financial Planning, Inc.6,517$502K0.18%+113F-HRTimeline
CCG WEALTH MANAGEMENT, LLC6,445$497K0.3%+1,39113F-HRTimeline
NewEdge Advisors, LLC6,395$493K<0.01%+22113F-HRTimeline
Strategic Financial Concepts, LLC6,173$476K0.09%+18013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,166$475K<0.01%013F-HRTimelineGroup
Onyx Bridge Wealth Group LLC5,942$458K0.07%-34313F-HRTimeline