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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
NorthRock Partners, LLC1,343,748$114M1.85%+40,07713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…1,285,715$110M0.24%-778,97413F-HRTimeline
Financial Engines Advisors L.L.C.1,197,590$102M0.21%-56,48913F-HRTimeline
LPL Financial LLC1,080,226$92M0.02%+26,57213F-HRTimeline
AE Wealth Management LLC960,579$81.8M0.44%+101,78113F-HRTimeline
Avantax Planning Partners, Inc.918,268$78.2M2.15%+24,82613F-HRTimeline
Lutz Financial Services LLC805,859$68.6M4.61%+22,42113F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY726,104$61.8M<0.01%+82,62913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.369,007$60.4M0.39%+72,73113F-HRTimelineGroup
FAS Wealth Partners, Inc.625,208$53.2M3.32%+14,36813F-HRTimeline
Convergence Financial, LLC601,278$51.4M5.44%+294,91613F-HRTimeline
TIAAgroup of 2 filers holding527,932$45M-3,772Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN449,507$38.3M0.01%-24,88713F-HR/ATimelineGroup
CANANDAIGUA NATIONAL CORPin group CANANDAIGUA NATIONAL BANK & T…421,045$35.9M3.21%13F-HRTimelineGroup
Cetera Investment Advisers410,049$34.9M0.04%+28,76313F-HRTimeline
First National Trust Co382,687$32.6M1.11%+21,29013F-HRTimeline
Klingman & Associates, LLC369,859$31.5M1.51%-1,29513F-HRTimeline
First Pacific Financial367,076$31.3M4.03%-2,67413F-HRTimeline
HighTower Advisors, LLC308,337$26.3M0.03%-5,57213F-HRTimeline
GHP Investment Advisors, Inc.285,050$24.3M1%+3,41213F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP268,219$22.4M0.01%+34,58513F-HRTimelineGroup
WCG Wealth Advisors LLC248,762$21.2M0.59%+7,94213F-HRTimeline
Rodgers & Associates, LTD218,907$18.6M1.9%-1,13313F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV206,667$17.6M0.03%+3,39913F-HRTimeline
CWM, LLCin group CWM, LLC198,943$16.9M0.04%-2,44213F-HRTimelineGroup
MML INVESTORS SERVICES, LLC174,134$14.8M0.04%+11,33413F-HRTimeline
ERn Financial, LLC169,432$14.4M2.71%-6,31813F-HRTimeline
BALANCED WEALTH GROUP LLC161,121$13.7M4.91%+4,53913F-HRTimeline
Asset Dedication, LLC151,326$12.9M0.9%-80,98413F-HRTimeline
McAdam, LLC142,608$12.1M0.55%-5,54213F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/141,810$12.1M<0.01%+15,52313F-HRTimelineGroup
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding130,682$11.1M-1,254Timeline
SIGNET FINANCIAL MANAGEMENT, LLC129,387$11M1.24%-3,17313F-HRTimeline
Summit Financial, LLC129,193$11M0.14%new13F-HRTimeline
Marathon Mission, Inc.122,996$10.5M6.1%-86613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC121,119$10.3M0.01%+13,13913F-HRTimeline
Mariner, LLCin group Mariner, LLC120,218$10.2M0.01%-7,58113F-HRTimelineGroup
MONECO ADVISORS, LLC117,952$10M0.78%+28,61813F-HRTimeline
Private Wealth Management Group, LLC116,916$9.96M2.61%-6,08213F-HRTimeline
Alesco Advisors, LLC, An ESL Co110,354$9.4M0.24%-5,47713F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC97,552$8.31M2.25%+6,64413F-HRTimeline
Prestige Wealth Management Group LLC94,745$8.07M1.58%-2,30413F-HRTimeline
Private Advisor Group, LLC93,543$7.97M0.04%+7,95113F-HRTimeline
JNBA Financial Advisors88,612$7.55M0.63%-10,34613F-HRTimeline
WealthShield Partners, LLC88,173$7.51M0.84%+1,18313F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC83,950$7.15M<0.01%-148,57013F-HRTimelineGroup
IAG Wealth Partners, LLC80,913$6.89M0.77%-2,49813F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC80,080$6.82M<0.01%+3,23413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC77,048$6.56M<0.01%-44,79613F-HR/ATimelineGroup
SAGE FINANCIAL GROUP INC73,323$6.24M0.41%-22213F-HRTimeline
Avior Wealth Management, LLC73,202$6.23M0.18%-3013F-HRTimeline
Redwood Investment Management, LLCin group Redwood Investment Management…70,898$6.04M0.75%+4,01613F-HR/ATimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC69,328$5.9M0.02%013F-HRTimelineGroup
Rockbridge Investment Management, LCC68,649$5.85M0.53%-3,51613F-HRTimeline
Gladstone Institutional Advisory LLC65,149$5.55M0.21%+4,45813F-HRTimeline
Chicago Partners Investment Group LLC60,547$5.5M0.12%+3,25013F-HRTimeline
Diligent Investors, LLC64,478$5.49M1.36%-76613F-HRTimeline
Councilor Wealth, LLC62,758$5.34M2.59%-5,05413F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP57,207$4.87M<0.01%-197,60413F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…56,143$4.78M<0.01%+27413F-HRTimelineGroup
RTD Financial Advisors, Inc.52,646$4.48M0.55%-2,31913F-HRTimeline
UBS Group AGin group UBS Group AG52,634$4.48M<0.01%+7,73313F-HRTimelineGroup
SACKS & ASSOCIATES, LLC50,830$4.33M3.22%-3,31213F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC50,577$4.31M0.02%new13F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS50,000$4.26M<0.01%new13F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.49,153$4.19M0.01%+1,97113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC48,906$4.16M<0.01%+9,31713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA48,141$4.1M<0.01%+6,74113F-HRTimelineGroup
Independent Advisor Alliance47,469$4.04M0.04%+41,57613F-HRTimeline
Canandaigua National Trust Co of Florida47,250$4.02M3.23%+41613F-HRTimeline
Marotta Asset Management46,414$3.97M0.73%-2,96313F-HRTimeline
Montz Harcus Wealth Management LLC45,162$3.85M1.55%+19913F-HRTimeline
BAILARD, INC.44,932$3.83M0.09%-22513F-HRTimeline
Geneos Wealth Management Inc.44,305$3.77M0.09%+11713F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC43,840$3.73M0.1%-2,48913F-HRTimelineGroup
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …43,766$3.73M0.07%-2,37513F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC41,508$3.53M<0.01%+1,53513F-HRTimelineGroup
Empowered Funds, LLC40,599$3.46M0.02%+25513F-HR/ATimeline
Cambridge Investment Research Advisors,…40,129$3.42M0.01%+7,74913F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC38,100$3.24M0.03%-165,33613F-HRTimelineGroup
Cambria Investment Management, L.P.37,510$3.19M0.18%-2,83413F-HRTimeline
Modera Wealth Management, LLC37,362$3.18M0.04%-13,25613F-HRTimeline
Steward Partners Investment Advisory, L…37,356$3.18M0.02%+12013F-HRTimeline
Occidental Asset Management, LLC35,379$3.01M0.36%+87013F-HRTimeline
Bill Few Associates, Inc.35,282$3M0.72%+1,14513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding32,582$2.77M-4,574Timeline
TITLEIST ASSET MANAGEMENT, LLC32,096$2.73M0.21%+1,71913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO32,741$2.72M<0.01%-55713F-HR/ATimelineGroup
Kingsview Wealth Management, LLC31,765$2.7M0.04%-41013F-HRTimeline
Koss-Olinger Consulting, LLC31,667$2.7M0.23%-19,31313F-HRTimeline
Koshinski Asset Management, Inc.31,523$2.68M0.17%-2,31013F-HRTimeline
WealthTrak Capital Management LLC30,986$2.64M1.88%new13F-HRTimeline
Courage Miller Partners, LLC30,929$2.63M0.74%+5013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding30,769$2.62M+3,096Timeline
Ignite Planners, LLC30,143$2.56M0.4%-12313F-HRTimeline
Creative Planningin group Creative Planning29,740$2.53M<0.01%-1,13813F-HRTimelineGroup
Shum Financial Group, Inc.29,263$2.49M1.76%+1,15113F-HRTimeline
CX Institutional28,816$2.45M0.07%+1,02413F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management27,535$2.34M0.03%-1,47513F-HRTimelineGroup
Intrua Financial, LLC27,452$2.34M0.25%-17813F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC27,148$2.31M0.11%+9113F-HRTimeline
Barden Capital Management, Inc.26,602$2.27M1.94%+61213F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC26,351$2.24M0.5%-5,38213F-HRTimeline
Garden State Investment Advisory Servic…25,556$2.18M0.52%-27213F-HRTimeline
CAPTRUST FINANCIAL ADVISORS25,001$2.13M<0.01%-1,43313F-HRTimeline
MidFirst Bank23,849$2.03M0.17%+9,59413F-HRTimeline
COURIER CAPITAL LLC23,159$1.97M0.11%+14213F-HR/ATimeline
STEVENS CAPITAL PARTNERS23,051$1.96M0.47%-17413F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC22,857$1.95M0.14%-7,56713F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP22,823$1.94M<0.01%-51913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…22,608$1.92M0.03%+2,49813F-HRTimelineGroup
LODESTAR PRIVATE ASSET MANAGEMENT LLC22,138$1.89M0.19%-2,79613F-HRTimeline
Capital Squared Financial LLC22,116$1.88M1.44%+1,88013F-HRTimeline
Payne Capital Management, LLC22,035$1.88M0.57%-1,60513F-HRTimeline
CWA Asset Management Group, LLC21,415$1.82M0.06%+4,06513F-HRTimeline
Quantinno Capital Management LP21,284$1.81M<0.01%-6,02313F-HRTimeline
Wealthspire Advisors, LLC20,548$1.75M0.01%-2,72813F-HRTimeline
Financial Guidance Group, Inc.20,262$1.73M0.69%-1,57213F-HRTimeline
Aptus Capital Advisors, LLC20,262$1.73M0.01%-1,51913F-HRTimeline
Prism Advisors, Inc.20,188$1.72M0.46%-78913F-HRTimeline
Merit Financial Group, LLC19,975$1.7M0.01%-1,42413F-HRTimeline
Accurate Wealth Management, LLC19,159$1.69M0.2%-24813F-HRTimeline
NewEdge Advisors, LLC19,844$1.69M0.01%-4,88513F-HR/ATimeline
Cooke Wealth Management, LLC19,787$1.68M1.49%+1,21213F-HRTimeline
MGO ONE SEVEN LLC19,590$1.67M0.03%+13513F-HRTimeline
Salomon & Ludwin, LLC19,130$1.64M0.15%+34113F-HRTimeline
Cambridge Financial Group, LLC19,146$1.63M0.55%+69913F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC19,098$1.63M0.12%-11,25013F-HRTimelineGroup
COLLECTIVE FAMILY OFFICE LLC18,346$1.56M0.35%+20713F-HRTimeline
HF Advisory Group, LLC17,470$1.49M0.51%+1,24713F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…17,276$1.47M0.2%-1913F-HRTimeline
MAI Capital Management17,016$1.45M0.01%-1713F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.16,962$1.44M0.09%-69013F-HRTimelineGroup
Elevated Capital Advisors, LLC16,371$1.39M0.35%-2,67413F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED15,450$1.32M0.1%-7613F-HRTimeline
Berman McAleer LLC15,351$1.31M0.18%-69113F-HRTimeline
Omega Financial Group, LLC15,100$1.29M0.42%-1,05113F-HRTimeline
EP Wealth Advisors, LLC15,047$1.28M0.01%-4,10613F-HRTimeline
Farther Finance Advisors, LLC14,795$1.27M0.01%-1,32113F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC14,783$1.26M0.61%-18313F-HRTimeline
HFG Advisors, Inc.14,701$1.25M0.88%+1,51713F-HRTimeline
Pure Financial Advisors, LLC14,424$1.23M0.02%+15013F-HRTimeline
BROWN ADVISORY INCin group BROWN ADVISORY INC14,109$1.2M<0.01%+35013F-HRTimelineGroup
LTG Capital LLC13,677$1.16M0.89%+1213F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC13,649$1.16M0.25%+4,45513F-HRTimeline
Fiduciary Alliance LLC12,741$1.13M0.07%+1,86613F-HRTimeline
Allworth Financial LP12,506$1.06M<0.01%-31013F-HRTimeline
FMR LLCin group FMR LLC12,455$1.06M<0.01%+2,70113F-HRTimelineGroup
Cape Investment Advisory, Inc.12,072$1.03M0.34%-28413F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.12,000$1.02M0.01%013F-HRTimelineGroup
Brady Martz Wealth Solutions, LLC11,834$1.01M0.17%-1,67613F-HRTimeline
Milestone Asset Management Group, LLC11,714$997K0.58%+15913F-HRTimeline
Lewis Asset Management, LLC11,702$996K0.41%-10313F-HRTimeline
Keystone Financial Group11,525$981K0.07%+25213F-HRTimeline
Walsh & Associates, LLC11,524$981K0.97%+15313F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC11,482$978K0.33%-3,12213F-HRTimeline
Advisory Services Network, LLC11,442$974K0.01%-82913F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers11,354$967K<0.01%+14513F-HRTimelineGroup
Krilogy Financial LLC10,820$967K0.03%+313F-HRTimeline
Rialto Wealth Management, LLC10,781$918K0.21%+86813F-HRTimeline
LexAurum Advisors, LLC10,756$916K0.12%13F-HRTimeline
Commonwealth Financial Services, LLC10,667$908K0.14%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC10,592$902K<0.01%+7,96413F-HRTimelineGroup
Onyx Bridge Wealth Group LLC10,583$901K0.1%-74813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…10,575$900K<0.01%-36,28013F-HRTimelineGroup
Invera Wealth Advisors, LLC10,518$896K0.57%-14813F-HRTimeline
Weinberger Asset Management, Inc10,372$883K0.33%-28113F-HRTimeline
Sharper & Granite LLC10,095$860K0.29%013F-HRTimeline
Portside Wealth Group, LLC9,918$845K0.11%-1,14013F-HRTimeline
Global Assets Advisory, LLC8,513$833K0.24%new13F-HRTimeline
KPP Advisory Services LLC9,679$824K0.12%+58213F-HRTimeline
CVFG LLC9,603$818K0.1%new13F-HRTimeline
TAGStone Capital, Inc.9,592$817K0.29%+7613F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC9,557$814K0.19%+2,19313F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC9,100$775K0.02%new13F-HRTimeline
Texas Yale Capital Corp.9,100$775K0.02%013F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding9,055$771K+3,013Timeline
Pacific Sun Financial Corp8,984$765K0.37%+2013F-HRTimeline
Vise Technologies, Inc.8,910$754K0.01%013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV8,801$749K0.1%+10513F-HRTimeline
Net Worth Advisory Group8,549$728K0.15%+3813F-HRTimeline
Visionary Wealth Advisors8,543$727K0.03%+77513F-HRTimeline
Broadview Financial Management, LLC8,494$723K0.49%+3613F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC7,972$679K0.01%-69,83213F-HRTimeline
Freedom Investment Management, Inc.7,788$663K0.2%-7813F-HRTimeline
Everhart Financial Group, Inc.7,622$649K0.06%-23513F-HRTimeline
Gibbs Wealth Management7,589$646K0.09%+4,76413F-HRTimeline
RED REEF ADVISORS LLC7,495$638K0.67%-2313F-HRTimeline
HARBOUR INVESTMENTS, INC.7,170$611K0.01%+4,81913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,114$606K<0.01%-55313F-HRTimelineGroup
SJS Investment Consulting Inc.7,000$596K0.07%013F-HRTimeline
Insight Advisors, LLC/ PA6,943$591K0.11%+6013F-HRTimeline
Resonant Capital Advisors, LLC6,915$589K0.03%-16313F-HRTimeline
Stonebridge Financial Group, LLC6,683$569K0.05%013F-HRTimeline
Sterling Financial Planning, Inc.6,494$553K0.16%-1713F-HRTimeline
CCG WEALTH MANAGEMENT, LLC6,452$549K0.15%-3313F-HRTimeline
ARQ WEALTH ADVISORS, LLC6,399$545K0.1%-23513F-HRTimeline
WealthPlan Investment Management, LLC6,371$542K0.03%new13F-HRTimeline
BURNEY CO/6,193$527K0.02%-3,02913F-HRTimeline
PFG Advisors6,090$519K0.03%-8113F-HRTimeline