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Disclosery

MDYV SPDR SERIES TRUST

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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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,143,422$179M0.27%-129,42013F-HRTimeline
NorthRock Partners, LLC1,320,638$110M1.99%-48,36513F-HRTimeline
Financial Engines Advisors L.L.C.1,278,881$107M0.2%-8,23113F-HRTimeline
LPL Financial LLC1,040,934$86.8M0.03%-40,78813F-HRTimeline
Avantax Planning Partners, Inc.834,328$69.6M2%+361,39813F-HRTimeline
Lutz Financial Services LLC726,188$60.6M4.38%+24,95313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY666,227$55.6M<0.01%-71,33613F-HR/ATimelineGroup
AE Wealth Management LLC661,703$55.2M0.35%+92,68213F-HRTimeline
FAS Wealth Partners, Inc.599,515$50M3.39%+10,96913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP572,940$47.8M0.04%-269,55113F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA533,069$44.5M0.11%-22,77113F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN477,204$39.8M0.01%-1,62913F-HRTimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC473,871$39.5M0.45%-241,00613F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…393,213$32.8M2.88%-3,61213F-HRTimelineGroup
Klingman & Associates, LLC370,971$30.9M1.56%-1,33313F-HRTimeline
First Pacific Financial363,070$30.3M4.21%+4,08413F-HRTimeline
First National Trust Co357,494$29.8M1.02%-1,36113F-HRTimeline
Cetera Investment Advisers328,242$27.4M0.03%+119,22413F-HRTimeline
Convergence Financial, LLC299,475$25M3.75%+17,46813F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.296,490$24.7M0.18%-26,52613F-HRTimelineGroup
GHP Investment Advisors, Inc.280,082$23.4M0.98%+1,54913F-HRTimeline
HighTower Advisors, LLC270,794$22.6M0.03%-1,16513F-HRTimeline
Asset Dedication, LLC234,133$19.5M1.31%+11,56913F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC224,485$18.7M<0.01%-21,69913F-HRTimelineGroup
Rodgers & Associates, LTD220,521$18.4M1.9%+4,95513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV205,824$17.2M0.03%+11213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP196,152$16.4M0.01%+55,35213F-HRTimelineGroup
CONFLUENCE INVESTMENT MANAGEMENT LLC187,780$15.7M0.22%-120,39113F-HRTimeline
ERn Financial, LLC187,625$15.6M3.09%-9,21513F-HRTimeline
IHT Wealth Management, LLC180,997$15.1M0.38%-15,26213F-HRTimeline
MML INVESTORS SERVICES, LLC155,355$13M0.03%+2,46913F-HRTimeline
McAdam, LLC150,744$12.6M0.62%-2,85713F-HRTimeline
BALANCED WEALTH GROUP LLC151,703$12.3M5.39%-46813F-HRTimeline
CWM, LLCin group CWM, LLC143,303$12M0.04%-10,56313F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding136,981$11.4M-1,534Timeline
SIGNET FINANCIAL MANAGEMENT, LLC133,321$11.1M1.29%-2,04313F-HRTimeline
Private Wealth Management Group, LLC129,065$10.8M2.96%-3,29513F-HRTimeline
Marathon Mission, Inc.124,176$10.4M6.18%-76713F-HRTimeline
Alesco Advisors, LLC, An ESL Co117,577$9.81M0.27%-1,09613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC116,255$9.7M<0.01%-6,74513F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC112,913$9.42M0.01%-13,20213F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC108,513$9.05M0.01%-5,59813F-HRTimeline
JNBA Financial Advisors103,469$8.63M0.78%-4,54513F-HRTimeline
Total Wealth Planning, LLC99,704$8.32M0.96%-2,36713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.96,669$8.1M0.01%-8,20013F-HRTimelineGroup
Prestige Wealth Management Group LLC96,744$8.07M1.56%-2,39213F-HR/ATimeline
WealthShield Partners, LLC87,448$7.29M0.83%-3,39413F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC83,924$7M2.44%+1,01913F-HRTimeline
WCG Wealth Advisors LLC83,758$6.99M0.44%-8,65213F-HRTimeline
Private Advisor Group, LLC82,766$6.9M0.03%-2,03313F-HRTimeline
IAG Wealth Partners, LLC82,132$6.85M0.82%-93213F-HRTimeline
Rockbridge Investment Management, LCC78,163$6.52M0.64%-10,03913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC75,622$6.31M<0.01%+1,75013F-HRTimelineGroup
Avior Wealth Management, LLC74,812$6.24M0.2%-3,06813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/73,486$6.13M<0.01%-16,20113F-HR/ATimelineGroup
SAGE FINANCIAL GROUP INC73,320$6.12M0.42%-2,82913F-HRTimeline
Councilor Wealth, LLC70,088$5.85M2.71%-84613F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC69,328$5.78M0.02%+3813F-HRTimelineGroup
Diligent Investors, LLC68,413$5.71M1.44%-2,21613F-HRTimeline
Prism Advisors, Inc.63,816$5.32M1.44%-22,73813F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC63,646$5.31M1.22%+1,11113F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…60,484$5.04M0.55%+56,12713F-HR/ATimelineGroup
Gladstone Institutional Advisory LLC59,871$4.99M0.19%+74013F-HRTimeline
MONECO ADVISORS, LLC58,913$4.91M0.41%+15,46413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…55,511$4.63M<0.01%+1,93513F-HRTimelineGroup
RTD Financial Advisors, Inc.55,409$4.62M0.56%-28013F-HRTimeline
Chicago Partners Investment Group LLC54,427$4.54M0.12%+5,85213F-HRTimeline
Koss-Olinger Consulting, LLC56,977$4.53M0.37%+813F-HRTimeline
UBS Group AGin group UBS Group AG52,029$4.34M<0.01%+5,44813F-HRTimelineGroup
Marotta Asset Management51,609$4.32M0.81%-2,00413F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…50,585$4.22M0.09%+23813F-HRTimelineGroup
Modera Wealth Management, LLC50,558$4.22M0.05%+6313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$4.17M<0.01%new13F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC47,422$3.96M0.12%-2,03513F-HRTimelineGroup
Canandaigua National Trust Co of Florida47,158$3.93M3.12%-3,95713F-HRTimeline
BAILARD, INC.45,751$3.82M0.08%-2,53813F-HRTimeline
Montz Harcus Wealth Management LLC45,717$3.81M1.66%-15713F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO44,510$3.71M<0.01%+22,30213F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …43,461$3.63M0.08%+2,33213F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA41,680$3.48M<0.01%-17,05813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC41,378$3.45M<0.01%-8,36813F-HRTimelineGroup
Geneos Wealth Management Inc.41,064$3.43M0.09%-38513F-HRTimeline
Koshinski Asset Management, Inc.38,406$3.2M0.22%-2,03413F-HRTimeline
Steward Partners Investment Advisory, L…36,439$3.04M0.02%+34,52813F-HRTimeline
TOWNSQUARE CAPITAL LLC36,346$3.03M0.46%-5,15813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding36,292$3.03M-229Timeline
Occidental Asset Management, LLC35,288$2.94M0.37%+1,47513F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC33,117$2.76M0.22%013F-HRTimeline
Courage Miller Partners, LLC31,159$2.6M0.78%+7113F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC31,017$2.59M0.27%-78813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC30,835$2.57M0.16%-69813F-HRTimeline
Creative Planningin group Creative Planning29,853$2.49M<0.01%+10,76013F-HRTimelineGroup
Bill Few Associates, Inc.29,180$2.43M0.63%+7113F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management29,144$2.43M0.03%-44713F-HRTimelineGroup
Ignite Planners, LLC28,260$2.36M0.39%+2013F-HRTimeline
Garden State Investment Advisory Servic…27,745$2.31M0.59%-50513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS27,682$2.31M<0.01%-3,89513F-HRTimeline
Intrua Financial, LLC27,483$2.29M0.27%new13F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC27,359$2.28M0.2%-29,98413F-HRTimeline
CX Institutional26,825$2.24M0.07%+73413F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding26,489$2.21M+3,560Timeline
Shum Financial Group, Inc.25,764$2.15M1.6%13F-HRTimeline
Cambridge Investment Research Advisors,…25,627$2.14M0.01%+1,84213F-HRTimeline
Barden Capital Management, Inc.24,012$2M1.66%-44713F-HRTimeline
NewEdge Advisors, LLC23,856$1.99M0.01%+17,94113F-HRTimeline
Payne Capital Management, LLC23,050$1.92M0.62%+3,24613F-HRTimeline
COURIER CAPITAL LLC22,729$1.9M0.11%+10413F-HRTimeline
Aptus Capital Advisors, LLC22,674$1.89M0.02%-51013F-HRTimeline
Financial Guidance Group, Inc.22,581$1.88M0.84%-45613F-HRTimeline
Merit Financial Group, LLC22,394$1.87M0.02%-1,32013F-HR/ATimeline
STEVENS CAPITAL PARTNERS22,071$1.84M0.55%+44313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP21,247$1.77M<0.01%+24213F-HRTimelineGroup
Cambridge Financial Group, LLC21,175$1.77M0.57%+11313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,224$1.69M0.03%+23013F-HRTimelineGroup
Accurate Wealth Management, LLC19,975$1.66M0.22%+1,11413F-HRTimeline
Wealthspire Advisors, LLC19,815$1.65M0.01%+8813F-HRTimeline
MGO ONE SEVEN LLC19,530$1.63M0.04%+17013F-HRTimeline
Capital Squared Financial LLC19,213$1.6M1.39%+2,11013F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.18,426$1.54M0.07%-6413F-HRTimelineGroup
Salomon & Ludwin, LLC17,940$1.51M0.14%+7013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC17,892$1.49M<0.01%+8,81013F-HRTimelineGroup
Farther Finance Advisors, LLC17,701$1.48M0.02%-2,20513F-HRTimeline
Omega Financial Group, LLC17,333$1.45M0.49%-2,40113F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC17,315$1.44M0.35%-1,00013F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…17,295$1.44M0.22%013F-HRTimeline
MAI Capital Management17,136$1.43M0.01%-48713F-HRTimeline
CWA Asset Management Group, LLC16,901$1.41M0.05%+31313F-HRTimeline
Berman McAleer LLC16,642$1.39M0.19%13F-HRTimeline
HF Advisory Group, LLC15,832$1.32M0.48%+84013F-HRTimeline
Pure Financial Advisors, LLC15,153$1.26M0.02%-19413F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC15,141$1.26M0.42%-1,55813F-HRTimeline
Visionary Wealth Advisors15,066$1.26M0.06%-5,55813F-HRTimeline
Brady Martz Wealth Solutions, LLC14,705$1.23M0.22%-17813F-HRTimeline
Kingsview Wealth Management, LLC14,628$1.22M0.02%-10,85913F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,121$1.18M<0.01%+9,89113F-HRTimelineGroup
Onyx Bridge Wealth Group LLC14,091$1.18M0.13%+9,82013F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC13,830$1.15M0.58%-26213F-HRTimeline
Elevated Capital Advisors, LLC13,487$1.12M0.28%+4,49513F-HRTimeline
LTG Capital LLC13,132$1.1M0.86%-1,74413F-HRTimeline
HFG Advisors, Inc.12,856$1.07M0.79%-1713F-HRTimeline
Allworth Financial LP12,598$1.05M<0.01%-18713F-HRTimeline
Lewis Asset Management, LLC12,339$1.03M0.42%-59713F-HRTimeline
Keystone Financial Group11,346$946K0.07%+19613F-HR/ATimeline
Advisor OS, LLCin group Advisor OS, LLC11,090$925K0.08%-79213F-HRTimelineGroup
Krilogy Financial LLC11,083$912K0.03%-84413F-HRTimeline
Quantinno Capital Management LP10,878$907K<0.01%new13F-HRTimeline
Fiduciary Alliance LLC10,870$907K0.06%+7313F-HRTimeline
MidAtlantic Capital Management, Inc.10,815$902K0.62%013F-HRTimeline
Weinberger Asset Management, Inc10,747$896K0.32%-1,01713F-HRTimeline
Invera Wealth Advisors, LLC10,711$893K0.55%-3713F-HRTimeline
Global Retirement Partners, LLC10,680$891K0.02%-2,27313F-HRTimeline
Commonwealth Financial Services, LLC10,667$890K0.15%-1,01013F-HRTimeline
Milestone Asset Management Group, LLC10,628$886K0.56%+32013F-HRTimeline
IFG Advisory, LLC10,613$885K0.04%+1,16913F-HRTimeline
LexAurum Advisors, LLC10,507$876K0.12%+14313F-HRTimeline
BURNEY CO/10,005$835K0.03%+7,41913F-HRTimeline
Rialto Wealth Management, LLC9,940$829K0.21%-23,48913F-HRTimeline
FMR LLCin group FMR LLC9,923$828K<0.01%+75013F-HRTimelineGroup
Portside Wealth Group, LLC9,826$820K0.11%+23313F-HRTimeline
Orion Porfolio Solutions, LLC9,800$817K0.01%-4,39213F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED9,764$814K0.06%-58813F-HRTimeline
Sharper & Granite LLC9,715$810K0.29%+2,91513F-HRTimeline
Texas Yale Capital Corp.9,100$759K0.02%013F-HRTimeline
TAGStone Capital, Inc.9,092$758K0.3%-1,18313F-HRTimeline
Pacific Sun Financial Corp8,914$744K0.36%-28013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV8,696$725K0.13%013F-HRTimeline
Broadview Financial Management, LLC8,595$717K0.48%+1513F-HRTimeline
KPP Advisory Services LLC8,354$697K0.1%+55213F-HRTimeline
Everhart Financial Group, Inc.7,856$655K0.07%-2713F-HRTimeline
SOL Capital Management CO7,800$651K0.06%013F-HRTimeline
Freedom Investment Management, Inc.7,678$640K0.17%-52,06513F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC7,407$618K0.19%-9,89313F-HRTimeline
Resonant Capital Advisors, LLC7,075$590K0.03%+213F-HRTimeline
SJS Investment Consulting Inc.7,000$584K0.08%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC6,851$571K0.14%+18113F-HRTimeline
ARQ WEALTH ADVISORS, LLC6,733$562K0.17%-22613F-HRTimeline
Insight Advisors, LLC/ PA6,707$559K0.09%-19113F-HRTimeline
Stonebridge Financial Group, LLC6,683$557K0.05%-12313F-HRTimeline
CCG WEALTH MANAGEMENT, LLC6,528$544K0.26%+8313F-HRTimeline
Sterling Financial Planning, Inc.6,521$544K0.17%+213F-HRTimeline
PFG Advisors6,340$529K0.02%-26313F-HRTimeline
SFG Wealth Management, LLC.6,263$522K0.23%-6,26313F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,166$514K<0.01%013F-HRTimelineGroup
Belpointe Asset Management LLC6,105$509K0.02%-10513F-HRTimeline
Fortis Capital Advisors, LLC6,105$509K0.08%-10513F-HRTimeline
COMERICA BANK5,932$495K<0.01%-1,71913F-HRTimeline
QRG CAPITAL MANAGEMENT, INC.5,918$494K0.01%new13F-HRTimeline
WealthPLAN Partners, LLC5,908$493K0.07%+14613F-HRTimeline
Crescent Grove Advisors, LLC5,864$489K0.05%013F-HRTimeline
&PARTNERS5,775$482K<0.01%-45213F-HRTimeline
Meridian Financial Advisors, LLC5,763$481K0.27%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…5,751$480K0.01%new13F-HRTimelineGroup
Independent Advisor Alliance5,738$479K0.01%-6213F-HRTimeline
Friday Financial5,705$476K0.2%+1,14613F-HRTimeline
Sensible Money, LLC5,702$476K0.16%013F-HRTimeline
Topsail Wealth Management, LLC5,663$472K0.08%+513F-HRTimeline
Orin Green Financial, LLC5,635$470K0.19%-20613F-HRTimeline
Janney Montgomery Scott LLC5,635$470K<0.01%-7013F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…5,614$468K0.03%+313F-HRTimelineGroup
Meridian Wealth Management, LLC5,579$465K0.02%013F-HRTimeline