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Disclosery

MDYV SPDR SERIES TRUST

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ST STR SP400VAL (fund)

Filings received so far for Q3 2026: 39 13F filers report a position in MDYV shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

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 2026

Filers in the available 13F reports with a share position at 2026-09-30, 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
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…350,786$31M2.69%-3,86513F-HRTimelineGroup
Marathon Mission, Inc.126,233$11.2M5.64%+84613F-HRTimeline
Farther Finance Advisors, LLC96,811$8.57M0.06%+76,83113F-HRTimeline
Councilor Wealth, LLC55,389$4.9M2.02%-4,51013F-HRTimeline
RTD Financial Advisors, Inc.48,988$4.34M0.47%-3,65813F-HRTimeline
SACKS & ASSOCIATES, LLC43,501$3.85M2.69%-3,13013F-HRTimeline
Montz Harcus Wealth Management LLC42,231$3.74M1.31%-40113F-HRTimeline
Marotta Asset Management38,580$3.41M0.58%-2,08913F-HRTimeline
Canandaigua National Trust Co of Florida36,123$3.2M1.77%13F-HRTimeline
Bill Few Associates, Inc.36,085$3.19M0.66%+20713F-HRTimeline
CX Institutional31,046$2.75M0.07%+1,32713F-HRTimeline
Barden Capital Management, Inc.26,842$2.38M2.16%-17813F-HRTimeline
WALLER FINANCIAL PLANNING GROUP, INC24,656$2.18M0.44%013F-HRTimeline
Friday Financial23,863$2.13M0.42%+9,94813F-HRTimeline
Cambridge Financial Group, LLC18,681$1.77M0.56%013F-HRTimeline
Prism Advisors, Inc.18,645$1.68M0.42%-1,41313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC17,931$1.59M0.33%-39913F-HRTimeline
HF Advisory Group, LLC17,221$1.52M0.45%-30813F-HRTimeline
TITLEIST ASSET MANAGEMENT, LLC8,041$712K0.05%-25,80413F-HRTimeline
Stonebridge Financial Group, LLC6,577$582K0.04%-10613F-HRTimeline
JUNCTURE WEALTH STRATEGIES, LLC6,326$560K0.14%-1,58613F-HRTimeline
Everhart Financial Group, Inc.6,226$551K0.03%-2013F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV5,947$526K0.06%-1,54213F-HRTimeline
Balefire, LLC5,583$494K0.08%+29013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC3,933$348K0.04%013F-HRTimeline
Apeiron RIA LLC3,877$347K0.08%+2013F-HRTimeline
Persium Advisors, LLC3,175$281K0.15%013F-HRTimeline
O'Keefe Stevens Advisory, Inc.2,925$259K0.05%013F-HRTimeline
EASTERN BANK2,682$237K<0.01%new13F-HRTimeline
DIVERSIFIED MANAGEMENT INC2,584$229K0.04%+213F-HRTimeline
McNaughton Wealth Management, LLC2,323$206K0.07%013F-HRTimeline
Wealth Enhancement Trust Services, Inc.1,704$151K0.02%013F-HRTimeline
ATWOOD & PALMER INC750$66.4K<0.01%+313F-HRTimeline
CoreCap Advisors, LLC611$54.1K<0.01%-5213F-HRTimeline
MJT & Associates Financial Advisory Gro…249$22K0.01%013F-HRTimeline
GK Wealth Management LLC238$21.1K0.01%new13F-HRTimeline
Versant Capital Management, Inc141$12.5K<0.01%013F-HRTimeline
TOMPKINS FINANCIAL CORPin group TOMPKINS FINANCIAL CORP65$5.75K<0.01%013F-HRTimelineGroup
Bullock Wealth Management Group17$1.48K<0.01%013F-HRTimeline