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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
WEALTH ENHANCEMENT ADVISORY SERVICES, L…2,064,689$181M0.25%-78,73313F-HRTimeline
NorthRock Partners, LLC1,303,671$110M1.86%-16,96713F-HRTimeline
Financial Engines Advisors L.L.C.1,254,079$106M0.2%-24,80213F-HRTimeline
LPL Financial LLC1,053,654$89.2M0.02%+12,72013F-HRTimeline
Avantax Planning Partners, Inc.893,442$75.6M2.12%+59,11413F-HRTimeline
AE Wealth Management LLC858,798$72.7M0.42%+197,09513F-HRTimeline
Lutz Financial Services LLC783,438$66.3M4.51%+57,25013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY643,475$54.5M<0.01%-22,75213F-HR/ATimelineGroup
FAS Wealth Partners, Inc.610,840$51.7M3.34%+11,32513F-HRTimeline
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA531,704$45M0.11%-1,36513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN474,394$40.2M0.01%-2,81013F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…406,771$34.4M3.09%+13,55813F-HRTimelineGroup
Cetera Investment Advisers381,286$32.3M0.04%+53,04413F-HRTimeline
Klingman & Associates, LLC371,154$31.4M1.52%+18313F-HRTimeline
First Pacific Financial369,750$31.3M4.09%+6,68013F-HRTimeline
First National Trust Co361,397$30.6M1.02%+3,90313F-HRTimeline
HighTower Advisors, LLC313,909$26.6M0.03%+43,11513F-HRTimeline
Convergence Financial, LLC306,362$25.9M3.78%+6,88713F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.296,276$25.1M0.17%-21413F-HRTimelineGroup
GHP Investment Advisors, Inc.281,638$23.8M0.98%+1,55613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP254,811$21.6M0.02%-318,12913F-HRTimelineGroup
WCG Wealth Advisors LLC240,820$20.4M0.57%+157,06213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP233,634$19.8M0.01%+37,48213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC232,520$19.7M<0.01%+8,03513F-HR/ATimelineGroup
Asset Dedication, LLC232,310$19.7M1.29%-1,82313F-HRTimeline
Rodgers & Associates, LTD220,040$18.6M1.89%-48113F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC203,436$17.2M0.19%-270,43513F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV203,268$17.2M0.03%-2,55613F-HRTimeline
CWM, LLCin group CWM, LLC201,385$17M0.05%+58,08213F-HRTimelineGroup
ERn Financial, LLC175,750$14.9M2.8%-11,87513F-HRTimeline
MML INVESTORS SERVICES, LLC162,800$13.8M0.03%+7,44513F-HRTimeline
BALANCED WEALTH GROUP LLC156,582$13.1M4.8%+4,87913F-HRTimeline
McAdam, LLC148,150$12.5M0.57%-2,59413F-HRTimeline
IHT Wealth Management, LLC139,895$11.8M0.29%-41,10213F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC132,560$11.2M1.25%-76113F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding131,936$11.2M-5,045Timeline
Mariner, LLCin group Mariner, LLC127,799$10.8M0.01%+14,88613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/126,287$10.7M<0.01%+52,80113F-HRTimelineGroup
Marathon Mission, Inc.123,862$10.5M6.06%-31413F-HRTimeline
Private Wealth Management Group, LLC122,998$10.4M2.78%-6,06713F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC121,844$10.3M<0.01%+5,58913F-HRTimelineGroup
Alesco Advisors, LLC, An ESL Co115,831$9.81M0.25%-1,74613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC107,980$9.14M0.01%-53313F-HRTimeline
JNBA Financial Advisors98,958$8.38M0.73%-4,51113F-HRTimeline
Prestige Wealth Management Group LLC97,049$8.22M1.57%+30513F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC90,908$7.7M2.49%+6,98413F-HRTimeline
MONECO ADVISORS, LLC89,334$7.56M0.6%+30,42113F-HRTimeline
WealthShield Partners, LLC86,990$7.36M0.81%-45813F-HRTimeline
Private Advisor Group, LLC85,592$7.25M0.03%+2,82613F-HRTimeline
IAG Wealth Partners, LLC83,411$7.06M0.82%+1,27913F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC77,804$6.59M0.1%-109,97613F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC76,846$6.51M<0.01%+1,22413F-HRTimelineGroup
SAGE FINANCIAL GROUP INC73,545$6.23M0.41%+22513F-HRTimeline
Avior Wealth Management, LLC73,232$6.2M0.19%-1,58013F-HRTimeline
Rockbridge Investment Management, LCC72,165$6.11M0.57%-5,99813F-HRTimeline
Pathstone Holdings, LLCin group Pathstone Holdings, LLC69,328$5.87M0.02%013F-HRTimelineGroup
Councilor Wealth, LLC67,812$5.74M2.71%-2,27613F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…66,882$5.66M0.64%+6,39813F-HR/ATimelineGroup
Diligent Investors, LLC65,244$5.52M1.36%-3,16913F-HRTimeline
Gladstone Institutional Advisory LLC60,691$5.14M0.19%+82013F-HRTimeline
Chicago Partners Investment Group LLC57,297$5.09M0.13%+2,87013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…55,869$4.73M<0.01%+35813F-HR/ATimelineGroup
RTD Financial Advisors, Inc.54,965$4.65M0.57%-44413F-HRTimeline
SACKS & ASSOCIATES, LLC54,142$4.58M3.37%13F-HRTimeline
Koss-Olinger Consulting, LLC50,980$4.32M0.33%-5,99713F-HRTimeline
Modera Wealth Management, LLC50,618$4.28M0.05%+6013F-HRTimeline
Marotta Asset Management49,377$4.18M0.77%-2,23213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.47,182$4M0.01%-49,48713F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…46,855$3.97M0.01%+44,38213F-HRTimelineGroup
Canandaigua National Trust Co of Florida46,834$3.96M2.48%-32413F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC46,329$3.92M0.11%-1,09313F-HR/ATimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …46,141$3.91M0.08%+2,68013F-HRTimelineGroup
BAILARD, INC.45,157$3.82M0.08%-59413F-HRTimeline
Montz Harcus Wealth Management LLC44,963$3.81M1.54%-75413F-HRTimeline
UBS Group AGin group UBS Group AG44,901$3.8M<0.01%-7,12813F-HRTimelineGroup
Geneos Wealth Management Inc.44,188$3.74M0.09%+3,12413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA41,400$3.5M<0.01%-28013F-HRTimelineGroup
Cambria Investment Management, L.P.40,344$3.42M0.2%new13F-HRTimeline
Empowered Funds, LLC40,344$3.42M0.06%new13F-HR/ATimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC39,973$3.38M<0.01%+22,08113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC39,589$3.35M<0.01%-1,78913F-HRTimelineGroup
Steward Partners Investment Advisory, L…37,236$3.15M0.02%+79713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding37,156$3.15M+864Timeline
Occidental Asset Management, LLC34,509$2.92M0.35%-77913F-HRTimeline
Bill Few Associates, Inc.34,137$2.89M0.71%+4,95713F-HRTimeline
Koshinski Asset Management, Inc.33,833$2.86M0.18%-4,57313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO33,298$2.82M<0.01%-11,21213F-HRTimelineGroup
Cambridge Investment Research Advisors,…32,380$2.74M0.01%+6,75313F-HRTimeline
Kingsview Wealth Management, LLC32,175$2.72M0.04%+17,54713F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC31,733$2.69M0.6%-31,91313F-HRTimeline
Ignite Planners, LLC30,266$2.67M0.41%+2,00613F-HRTimeline
Courage Miller Partners, LLC30,879$2.61M0.79%-28013F-HRTimeline
Creative Planningin group Creative Planning30,878$2.61M<0.01%+1,02513F-HRTimelineGroup
FIDELIS CAPITAL PARTNERS, LLC30,424$2.58M0.19%-2,69313F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC30,377$2.57M0.21%+3,01813F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC30,348$2.57M0.21%+19,25813F-HRTimelineGroup
Brookstone Capital Managementin group Brookstone Capital Management29,010$2.46M0.03%-13413F-HRTimelineGroup
Shum Financial Group, Inc.28,112$2.38M1.71%+2,34813F-HRTimeline
CX Institutional27,792$2.35M0.07%+96713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding27,673$2.34M+1,184Timeline
Intrua Financial, LLC27,630$2.34M0.26%+14713F-HRTimeline
Quantinno Capital Management LP27,307$2.31M<0.01%+16,42913F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC27,057$2.29M0.11%-3,77813F-HRTimeline
CAPTRUST FINANCIAL ADVISORS26,434$2.24M<0.01%-1,24813F-HRTimeline
Barden Capital Management, Inc.25,990$2.2M1.81%+1,97813F-HRTimeline
Garden State Investment Advisory Servic…25,828$2.19M0.52%-1,91713F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC24,934$2.11M0.21%-6,08313F-HRTimeline
NewEdge Advisors, LLC24,729$2.09M0.01%+87313F-HRTimeline
Payne Capital Management, LLC23,640$2M0.63%+59013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP23,342$1.98M<0.01%+2,09513F-HRTimelineGroup
Wealthspire Advisors, LLC23,276$1.97M0.02%+3,46113F-HRTimeline
STEVENS CAPITAL PARTNERS23,225$1.97M0.51%+1,15413F-HRTimeline
COURIER CAPITAL LLC23,017$1.95M0.11%+28813F-HRTimeline
Financial Guidance Group, Inc.21,834$1.85M0.76%-74713F-HRTimeline
Aptus Capital Advisors, LLC21,781$1.84M0.02%-89313F-HRTimeline
Merit Financial Group, LLC21,399$1.81M0.01%-99513F-HRTimeline
Prism Advisors, Inc.20,977$1.78M0.47%-42,83913F-HRTimeline
Accurate Wealth Management, LLC19,407$1.72M0.22%-56813F-HRTimeline
Capital Squared Financial LLC20,236$1.71M1.34%+1,02313F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…20,110$1.7M0.03%-11413F-HRTimelineGroup
Cooke Wealth Management, LLC18,575$1.65M1.44%13F-HRTimeline
MGO ONE SEVEN LLC19,455$1.65M0.03%-7513F-HRTimeline
Salomon & Ludwin, LLC18,789$1.63M0.14%+84913F-HRTimeline
EP Wealth Advisors, LLC19,153$1.62M0.01%13F-HRTimeline
Elevated Capital Advisors, LLC19,045$1.61M0.38%+5,55813F-HRTimeline
Mach-1 Financial Group, LLC19,036$1.61M0.33%new13F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC18,139$1.54M0.35%+82413F-HRTimeline
Cambridge Financial Group, LLC18,447$1.49M0.52%-2,72813F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.17,652$1.49M0.07%-77413F-HRTimelineGroup
CWA Asset Management Group, LLC17,350$1.47M0.05%+44913F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…17,295$1.46M0.22%013F-HRTimeline
MAI Capital Management17,033$1.44M0.01%-10313F-HRTimeline
HF Advisory Group, LLC16,223$1.37M0.48%+39113F-HR/ATimeline
Omega Financial Group, LLC16,151$1.37M0.45%-1,18213F-HRTimeline
Farther Finance Advisors, LLC16,116$1.36M0.01%-1,58513F-HRTimeline
Berman McAleer LLC16,042$1.36M0.19%-60013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,526$1.33M0.09%+5,76213F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC14,966$1.27M0.63%+1,13613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC14,604$1.24M0.41%-53713F-HRTimeline
Pure Financial Advisors, LLC14,274$1.21M0.02%-87913F-HRTimeline
MidFirst Bank14,255$1.21M0.1%13F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC13,759$1.16M<0.01%-36213F-HRTimelineGroup
LTG Capital LLC13,665$1.16M0.9%+53313F-HRTimeline
Brady Martz Wealth Solutions, LLC13,510$1.14M0.2%-1,19513F-HRTimeline
HFG Advisors, Inc.13,184$1.12M0.81%+32813F-HRTimeline
Allworth Financial LP12,816$1.08M<0.01%+21813F-HRTimeline
Pinnacle Family Advisors, LLC12,815$1.08M0.48%new13F-HRTimeline
Cape Investment Advisory, Inc.12,356$1.05M0.32%+10,99113F-HRTimeline
Advisory Services Network, LLC12,271$1.04M0.01%+10,84313F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.12,000$1.02M0.01%new13F-HRTimelineGroup
Lewis Asset Management, LLC11,805$999K0.41%-53413F-HRTimeline
Milestone Asset Management Group, LLC11,555$978K0.55%+92713F-HRTimeline
Walsh & Associates, LLC11,371$963K0.95%13F-HRTimeline
Krilogy Financial LLC10,817$960K0.03%-26613F-HRTimeline
Onyx Bridge Wealth Group LLC11,331$959K0.1%-2,76013F-HRTimeline
Keystone Financial Group11,273$954K0.07%-7313F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,209$949K<0.01%new13F-HRTimelineGroup
Portside Wealth Group, LLC11,058$936K0.13%+1,23213F-HRTimeline
Fiduciary Alliance LLC10,875$921K0.06%+513F-HRTimeline
Global Retirement Partners, LLC10,686$905K0.02%+613F-HRTimeline
Commonwealth Financial Services, LLC10,667$903K0.15%013F-HRTimeline
Invera Wealth Advisors, LLC10,666$903K0.57%-4513F-HRTimeline
Weinberger Asset Management, Inc10,653$902K0.32%-9413F-HRTimeline
Sharper & Granite LLC10,095$855K0.3%+38013F-HRTimeline
Rialto Wealth Management, LLC9,913$839K0.2%-2713F-HRTimeline
IFG Advisory, LLC9,855$834K0.04%-75813F-HRTimeline
FMR LLCin group FMR LLC9,754$826K<0.01%-16913F-HRTimelineGroup
Orion Porfolio Solutions, LLC9,647$817K0.01%-15313F-HRTimeline
TAGStone Capital, Inc.9,516$806K0.3%+42413F-HRTimeline
BURNEY CO/9,222$781K0.02%-78313F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC9,194$778K0.17%+2,34313F-HRTimeline
Texas Yale Capital Corp.9,100$770K0.02%013F-HRTimeline
KPP Advisory Services LLC9,097$770K0.11%+74313F-HRTimeline
Pacific Sun Financial Corp8,964$759K0.37%+5013F-HRTimeline
Vise Technologies, Inc.8,910$754K0.01%new13F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV8,696$736K0.11%013F-HRTimeline
Net Worth Advisory Group8,511$720K0.15%new13F-HRTimeline
Broadview Financial Management, LLC8,458$716K0.48%-13713F-HRTimeline
Freedom Investment Management, Inc.7,866$666K0.19%+18813F-HRTimeline
Everhart Financial Group, Inc.7,857$665K0.06%+113F-HRTimeline
SOL Capital Management CO7,800$660K0.06%013F-HRTimeline
Visionary Wealth Advisors7,768$658K0.03%-7,29813F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,667$649K<0.01%+1,50113F-HRTimelineGroup
RED REEF ADVISORS LLC7,518$636K0.65%13F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC7,364$617K0.17%-4313F-HRTimeline
Resonant Capital Advisors, LLC7,078$599K0.03%+313F-HRTimeline
SJS Investment Consulting Inc.7,000$593K0.07%013F-HRTimeline
Insight Advisors, LLC/ PA6,883$583K0.09%+17613F-HRTimeline
IFP Advisors, Inc6,785$574K0.01%+1,67913F-HRTimeline
Stonebridge Financial Group, LLC6,683$566K0.05%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC6,634$562K0.15%-9913F-HRTimeline
SFG Wealth Management, LLC.6,513$551K0.22%+25013F-HRTimeline
Sterling Financial Planning, Inc.6,511$551K0.17%-1013F-HRTimeline
CCG WEALTH MANAGEMENT, LLC6,485$549K0.24%-4313F-HRTimeline
Friday Financial6,196$524K0.18%+49113F-HRTimeline
PFG Advisors6,171$522K0.03%-16913F-HRTimeline
Fifth Third Securities, Inc.in group FIFTH THIRD BANK, NATIONAL AS…6,042$511K0.03%+42813F-HRTimelineGroup
Janney Montgomery Scott LLC6,028$510K<0.01%+39313F-HRTimeline
Total Wealth Planning, LLC5,992$507K1.09%-93,71213F-HRTimeline
Belpointe Asset Management LLC5,986$507K0.02%-11913F-HRTimeline