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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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,272,842$187M0.31%-246,81513F-HRTimeline
NorthRock Partners, LLC1,369,003$109M2.84%+40,78213F-HR/ATimeline
Financial Engines Advisors L.L.C.1,287,112$102M0.2%-3,76013F-HRTimeline
LPL Financial LLC1,081,722$85.9M0.03%-54,42813F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP842,491$66.9M0.07%+173,78613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY737,563$58.6M<0.01%+13,06513F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC714,877$56.8M0.72%+148,21813F-HRTimelineGroup
Lutz Financial Services LLC701,235$55.7M4.32%-2,76013F-HRTimeline
FAS Wealth Partners, Inc.588,546$46.7M3.46%+32,25913F-HRTimeline
AE Wealth Management LLC569,021$45.2M0.33%+10,97813F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA555,840$44.2M0.11%-45,45913F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN478,833$38M0.01%-13,38313F-HRTimelineGroup
Avantax Planning Partners, Inc.472,930$37.6M1.19%+60,78813F-HRTimeline
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…396,825$31.5M2.92%-2,68713F-HRTimelineGroup
Klingman & Associates, LLC372,304$29.6M1.63%+26,15213F-HRTimeline
First Pacific Financial358,986$28.5M4.2%+5,80513F-HRTimeline
First National Trust Co358,855$28.5M1.07%+17,86013F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.323,016$25.7M0.21%+32,42513F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC308,171$24.5M0.35%+64,31113F-HRTimeline
Convergence Financial, LLC282,007$22.4M3.85%+14,23613F-HRTimeline
GHP Investment Advisors, Inc.278,533$22.1M0.98%+3,22813F-HRTimeline
HighTower Advisors, LLC271,959$21.6M0.03%+29,78913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC246,184$19.6M<0.01%-14,84113F-HRTimelineGroup
Asset Dedication, LLC222,564$17.7M1.28%-3,45213F-HRTimeline
Rodgers & Associates, LTD215,566$17.1M1.88%-52713F-HRTimeline
Cetera Investment Advisers209,018$16.6M0.03%-40,64613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV205,712$16.3M0.04%-128,15813F-HRTimeline
ERn Financial, LLC196,840$15.6M3.3%-13,32013F-HRTimeline
IHT Wealth Management, LLC196,259$15.6M0.43%+7,14913F-HRTimeline
CWM, LLCin group CWM, LLC153,866$12.2M0.04%+11,35913F-HRTimelineGroup
BALANCED WEALTH GROUP LLC152,171$12.2M5.3%+10,61913F-HRTimeline
McAdam, LLC153,601$12.2M0.67%-1,94313F-HRTimeline
MML INVESTORS SERVICES, LLC152,886$12.1M0.04%+70,99713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP140,800$11.2M0.01%+34,62813F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding138,515$11M-9,967Timeline
SIGNET FINANCIAL MANAGEMENT, LLC135,364$10.8M1.35%-12,35613F-HRTimeline
Private Wealth Management Group, LLC132,360$10.5M3.49%-1,30613F-HRTimeline
Mariner, LLCin group Mariner, LLC126,115$10M0.01%+27313F-HRTimelineGroup
Marathon Mission, Inc.124,943$9.92M6.31%-30,91213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC123,000$9.76M<0.01%+8,65013F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co118,673$9.43M0.27%-73113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC114,111$9.06M0.01%-55,31713F-HRTimeline
KWB Wealth117,493$9.05M1.1%-62,60613F-HRTimeline
JNBA Financial Advisors108,014$8.58M0.83%-9,80113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.104,770$8.32M0.05%+16,76213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.104,869$8.31M0.01%+18,66513F-HR/ATimelineGroup
Total Wealth Planning, LLC102,071$8.11M1.02%+6,54813F-HRTimeline
Prestige Wealth Management Group LLC99,136$7.87M1.61%+2,07913F-HR/ATimeline
WCG Wealth Advisors LLC92,410$7.34M0.47%+3,70513F-HRTimeline
WealthShield Partners, LLC90,842$7.22M0.87%-71013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/89,687$7.12M<0.01%+21,46013F-HRTimelineGroup
Rockbridge Investment Management, LCC88,202$7.01M0.75%-4,84413F-HRTimeline
Prism Advisors, Inc.86,554$6.87M1.96%new13F-HRTimeline
Private Advisor Group, LLC84,799$6.74M0.04%+13,61213F-HRTimeline
IAG Wealth Partners, LLC83,064$6.6M0.87%+25,36313F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC82,905$6.59M2.46%+1,83413F-HRTimeline
Avior Wealth Management, LLC77,880$6.19M0.21%-124,09613F-HRTimeline
SAGE FINANCIAL GROUP INC76,149$6.05M0.45%-22513F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC73,872$5.87M<0.01%-78613F-HRTimelineGroup
Councilor Wealth, LLC70,934$5.63M2.63%-3,32713F-HRTimeline
Diligent Investors, LLC70,629$5.61M1.33%-5,69113F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC69,290$5.5M0.02%013F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC62,535$4.97M1.2%+9,92313F-HRTimeline
Freedom Investment Management, Inc.59,743$4.75M0.38%-42013F-HRTimeline
Gladstone Institutional Advisory LLC59,131$4.7M0.19%+2,30713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA58,738$4.67M<0.01%-9,25713F-HR/ATimelineGroup
TITLEIST ASSET MANAGEMENT, LLC57,343$4.55M0.45%new13F-HRTimeline
Koss-Olinger Consulting, LLC56,969$4.53M0.37%-8,32313F-HRTimeline
RTD Financial Advisors, Inc.55,689$4.42M0.57%-2713F-HRTimeline
Marotta Asset Management53,613$4.26M0.85%-4,79513F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…53,576$4.26M<0.01%-1,67413F-HRTimelineGroup
Canandaigua National Trust Co of Florida51,115$4.06M2.89%-56913F-HRTimeline
Chicago Partners Investment Group LLC48,575$4.03M0.12%+1,57713F-HRTimeline
Modera Wealth Management, LLC50,495$4.01M0.05%+6913F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…50,347$4M0.09%-15,93013F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC49,746$3.95M<0.01%-279,40213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC49,457$3.93M0.13%+28,12913F-HRTimelineGroup
BAILARD, INC.48,289$3.84M0.09%-91413F-HRTimeline
UBS Group AGin group UBS Group AG46,581$3.7M<0.01%-1,67713F-HRTimelineGroup
IMC-Chicago, LLC46,193$3.67M0.09%+27,93313F-HRTimeline
Montz Harcus Wealth Management LLC45,874$3.64M1.76%+1,52213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…45,366$3.6M0.01%+13,67113F-HRTimelineGroup
MONECO ADVISORS, LLC43,449$3.45M0.32%+7,35413F-HRTimeline
TOWNSQUARE CAPITAL LLC41,504$3.3M0.32%-81,79213F-HRTimeline
Geneos Wealth Management Inc.41,449$3.29M0.08%-42,10113F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …41,129$3.27M0.07%+2,73613F-HRTimelineGroup
Koshinski Asset Management, Inc.40,440$3.21M0.24%-2,44513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding36,521$2.9M-1,833Timeline
Occidental Asset Management, LLC33,813$2.69M0.37%+1,88113F-HRTimeline
Rialto Wealth Management, LLC33,429$2.66M0.74%-61213F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC33,117$2.63M0.24%+10,00313F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC31,805$2.53M0.29%-57913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS31,577$2.51M0.01%-84213F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC31,533$2.5M0.2%-98613F-HRTimeline
Courage Miller Partners, LLC31,088$2.47M0.78%+1,38213F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management29,591$2.35M0.03%-51913F-HRTimelineGroup
Bill Few Associates, Inc.29,109$2.31M0.65%+17,63613F-HRTimeline
Ignite Planners, LLC28,240$2.3M0.4%+25213F-HR/ATimeline
Garden State Investment Advisory Servic…28,250$2.25M0.61%-9,25113F-HRTimeline
CX Institutional26,091$2.07M0.07%+7,23213F-HR/ATimeline
Kingsview Wealth Management, LLC25,487$2.02M0.03%+92813F-HRTimeline
Barden Capital Management, Inc.24,459$1.94M1.7%-313F-HRTimeline
Cambridge Investment Research Advisors,…23,785$1.89M0.01%+4,19613F-HRTimeline
Merit Financial Group, LLC23,714$1.88M0.02%-1,58313F-HRTimeline
Aptus Capital Advisors, LLC23,184$1.84M0.02%-62913F-HRTimeline
Financial Guidance Group, Inc.23,037$1.83M0.89%-62213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding22,929$1.82M-165,056Timeline
COURIER CAPITAL LLC22,625$1.8M0.11%-9213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO22,208$1.76M<0.01%+6,57113F-HRTimelineGroup
STEVENS CAPITAL PARTNERS21,628$1.72M0.62%-29113F-HRTimeline
Cambridge Financial Group, LLC21,062$1.67M0.63%+1,94713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,005$1.67M<0.01%-6,59013F-HRTimelineGroup
Visionary Wealth Advisors20,624$1.64M0.08%+3,78413F-HRTimeline
EP Wealth Advisors, LLC20,305$1.61M0.01%-16,85813F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,994$1.59M0.04%+63613F-HRTimelineGroup
Farther Finance Advisors, LLC19,906$1.58M0.03%-2,35913F-HRTimeline
Payne Capital Management, LLC19,804$1.57M0.61%+2,82613F-HRTimeline
Omega Financial Group, LLC19,734$1.57M0.57%-11413F-HRTimeline
Wealthspire Advisors, LLC19,727$1.57M0.01%-81613F-HRTimeline
Accurate Wealth Management, LLC18,861$1.56M0.24%new13F-HRTimeline
MGO ONE SEVEN LLC19,360$1.54M0.05%-46413F-HRTimeline
Creative Planningin group Creative Planning19,093$1.52M<0.01%+30413F-HRTimelineGroup
Smith Anglin Financial, LLC18,530$1.47M0.13%-1,53613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.18,490$1.47M0.08%+22913F-HRTimelineGroup
Salomon & Ludwin, LLC17,870$1.46M0.14%+1,90313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC18,315$1.45M0.37%-18013F-HRTimeline
MAI Capital Management17,623$1.4M0.01%+3,70813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC17,300$1.38M0.46%-6,27613F-HR/ATimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…17,295$1.37M0.23%013F-HRTimeline
Capital Squared Financial LLC17,103$1.36M1.58%13F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC16,699$1.33M0.47%-3,77113F-HRTimeline
CWA Asset Management Group, LLC16,588$1.32M0.06%-1,51813F-HRTimeline
Pure Financial Advisors, LLC15,347$1.22M0.02%-1,32713F-HRTimeline
HF Advisory Group, LLC14,992$1.19M0.47%-24113F-HRTimeline
Brady Martz Wealth Solutions, LLC14,883$1.18M0.23%-4,87513F-HRTimeline
LTG Capital LLC14,876$1.18M1.01%-38313F-HRTimeline
Orion Porfolio Solutions, LLC14,192$1.13M0.01%-2,47513F-HR/ATimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC14,092$1.12M0.58%+24413F-HRTimeline
Global Retirement Partners, LLC12,953$1.03M0.03%13F-HRTimeline
Lewis Asset Management, LLC12,936$1.03M0.48%-25213F-HRTimeline
HFG Advisors, Inc.12,873$1.02M0.81%+3313F-HRTimeline
Allworth Financial LP12,785$1.02M<0.01%-1,05913F-HRTimeline
SFG Wealth Management, LLC.12,526$995K0.6%013F-HRTimeline
Cape Investment Advisory, Inc.12,264$974K0.36%+5313F-HRTimeline
Krilogy Financial LLC11,927$947K0.05%+17613F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC11,882$944K0.09%+8,33713F-HRTimelineGroup
Weinberger Asset Management, Inc11,764$934K0.36%-4913F-HRTimeline
Commonwealth Financial Services, LLC11,677$928K0.18%013F-HRTimeline
Keystone Financial Group11,150$886K0.08%+30213F-HRTimeline
MidAtlantic Capital Management, Inc.10,815$859K0.61%013F-HRTimeline
Fiduciary Alliance LLC10,797$858K0.06%+413F-HRTimeline
Invera Wealth Advisors, LLC10,748$854K0.56%+2713F-HRTimeline
Wambolt & Associates, LLC10,359$838K0.28%-16813F-HRTimeline
Good Life Advisors, LLC10,448$830K0.05%013F-HRTimeline
LexAurum Advisors, LLC10,364$823K0.13%+2,00013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,352$822K0.07%-2,27013F-HRTimeline
Milestone Asset Management Group, LLC10,308$819K0.61%+3013F-HRTimeline
TAGStone Capital, Inc.10,275$817K0.34%+65313F-HRTimeline
Portside Wealth Group, LLC9,593$762K0.11%-19813F-HRTimeline
Atria Investments, Inc9,580$761K0.01%+1,07413F-HRTimeline
IFG Advisory, LLC9,444$750K0.04%-8,33613F-HRTimeline
Pacific Sun Financial Corp9,194$730K0.38%013F-HRTimeline
FMR LLCin group FMR LLC9,173$729K<0.01%+85313F-HRTimelineGroup
ELEVATION POINT WEALTH PARTNERS, LLC9,100$723K0.06%-4,65613F-HR/ATimeline
Texas Yale Capital Corp.9,100$723K0.02%+2,52513F-HRTimeline
Advance Capital Management, Inc.9,091$722K0.03%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC9,082$721K<0.01%+5,51913F-HRTimelineGroup
Elevated Capital Advisors, LLC8,992$693K0.19%013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC8,700$691K<0.01%-9,60013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV8,696$691K0.15%-25913F-HRTimeline
Broadview Financial Management, LLC8,580$682K0.46%+29313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC8,425$669K<0.01%-35,13913F-HRTimelineGroup
WRAPMANAGER INC8,031$638K0.16%+35113F-HRTimeline
Everhart Financial Group, Inc.7,883$626K0.07%+44213F-HRTimeline
SOL Capital Management CO7,800$620K0.06%013F-HRTimeline
KPP Advisory Services LLC7,802$620K0.1%+14813F-HR/ATimeline
COMERICA BANK7,651$608K<0.01%+1,96613F-HRTimeline
TOUNJIAN ADVISORY PARTNERS, LLC7,724$595K0.12%-28013F-HRTimeline
Net Worth Advisory Group7,459$592K0.13%new13F-HRTimeline
Resonant Capital Advisors, LLC7,073$562K0.04%new13F-HRTimeline
Sharper & Granite LLC6,800$557K0.21%+23013F-HRTimeline
SJS Investment Consulting Inc.7,000$556K0.09%013F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,779$548K0.04%+3113F-HRTimelineGroup
Insight Advisors, LLC/ PA6,898$548K0.09%-22213F-HRTimeline
Stonebridge Financial Group, LLC6,806$541K0.05%-12813F-HRTimeline
ARQ WEALTH ADVISORS, LLC6,959$536K0.18%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,670$530K0.16%+87613F-HRTimeline
PFG Advisors6,603$524K0.02%-36513F-HRTimeline
Sterling Financial Planning, Inc.6,519$518K0.17%+213F-HRTimeline
CCG WEALTH MANAGEMENT, LLC6,445$512K0.27%013F-HRTimeline
&PARTNERS6,227$495K<0.01%+2,68713F-HRTimeline
Belpointe Asset Management LLC6,210$493K0.02%-81313F-HRTimeline
Fortis Capital Advisors, LLC6,210$493K0.09%-81313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,166$490K<0.01%013F-HRTimelineGroup
Strategic Financial Concepts, LLC6,105$485K0.07%-6813F-HRTimeline
Financial Advocates Investment Manageme…5,935$471K0.04%+34213F-HRTimeline
NewEdge Advisors, LLC5,915$470K<0.01%-48013F-HRTimeline
Crescent Grove Advisors, LLC5,864$466K0.05%013F-HRTimeline
Orin Green Financial, LLC5,841$464K0.2%-5113F-HRTimeline
Independent Advisor Alliance5,800$461K0.01%+1,00513F-HRTimeline