SS SPDR S&P 400 MC Val ETFMDYVETF
13F holders, Q1 2024 (March 31)355holders
3famous investors
$75.63avg. 13F price*
At the end of Q1 2024, 355 institutions reported holding SS SPDR S&P 400 MC Val ETF (MDYV) in their 13F filings. The largest holders were Wealth Enhancement Advisory Services, LLC ($398.0M), Financial Engines Advisors L.L.C. ($129.5M) and LPL Financial LLC ($102.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- SS SPDR S&P 400 MC Val ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A839
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $21.3M |
| Exits | 29 | $22.8M |
Ownership 355 holders
| Wealth Enhancement Advisory Services, LLC | 1.03% | Add +16.0% | 5,237,228 | $398.0M |
| Financial Engines Advisors L.L.C. | 0.29% | Reduce -0.7% | 1,703,912 | $129.5M |
| LPL Financial LLC | 0.06% | Reduce -1.6% | 1,348,859 | $102.5M |
| NorthRock Partners, LLC | 3.52% | Add +5.0% | 1,207,116 | $91.7M |
| Stifel Financial Corp. | 0.08% | Add +0.3% | 933,400 | $70.9M |
| Townsquare Capital LLC | 0.89% | Add +3.9% | 803,852 | $61.1M |
| Lutz Financial Services LLC | 4.42% | Add +3.1% | 665,207 | $50.6M |
| Benjamin F. Edwards & Company, Inc. | 0.91% | Add +1.2% | 656,557 | $49.9M |
| Tiaa Trust, National Association | 0.15% | Reduce -1.6% | 642,775 | $48.9M |
| FAS Wealth Partners, Inc. | 3.77% | Reduce -0.7% | 559,855 | $42.5M |
| Kestra Advisory Services, LLC | 0.27% | Add +242.1% | 529,356 | $40.2M |
| Morgan Stanley | 0.00% | Reduce -9.9% | 473,764 | $36.0M |
| Wells Fargo & Company | 0.01% | Add +11.1% | 350,933 | $26.7M |
| First Pacific Financial | 7.42% | Add +1.9% | 349,360 | $26.6M |
| Klingman & Associates, LLC | 1.89% | Reduce -1.1% | 345,645 | $26.3M |
| First National Trust Co | 1.03% | Reduce -9.6% | 333,437 | $25.3M |
| Confluence Investment Management LLC | 0.33% | Reduce -1.6% | 326,099 | $24.8M |
| Asset Dedication, LLC | 1.53% | Reduce -1.1% | 269,779 | $20.5M |
| GHP Investment Advisors, Inc. | 1.00% | Add +1.4% | 265,962 | $20.2M |
| AE Wealth Management LLC | 0.23% | Reduce -0.8% | 263,624 | $20.0M |
| JNBA Financial Advisors | 2.05% | Reduce -26.4% | 256,430 | $19.5M |
| McAdam, LLC | 1.17% | Reduce -1.8% | 240,767 | $18.3M |
| Cary Street Partners Investment Advisory LLC | 0.74% | Add +1.6% | 231,300 | $17.6M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -92.7% | 228,113 | $17.3M |
| Convergence Financial, LLC | 7.08% | Reduce -7.0% | 225,723 | $17.2M |
| Tradewinds Capital Management, LLC | 4.64% | Add +10210.4% | 220,951 | $16.8M |
| HighTower Advisors, LLC | 0.03% | Reduce -13.9% | 219,527 | $16.7M |
| ERn Financial, LLC | 2.89% | Add +0.1% | 219,510 | $16.7M |
| Rockbridge Investment Management, LCC | 2.35% | Add +3.8% | 211,265 | $16.1M |
| Rodgers & Associates, LTD | 2.05% | Add +3.2% | 209,729 | $15.9M |
| KWB Wealth | 1.93% | Reduce -3.4% | 188,465 | $14.3M |
| Signet Financial Management, LLC | 1.95% | Reduce -1.6% | 186,548 | $14.2M |
| Marathon Mission, Inc. | 10.59% | Add +5.7% | 176,554 | $13.4M |
| Equitable Holdings, Inc. | 0.15% | Add +42.8% | 176,085 | $13.4M |
| Avior Wealth Management, LLC | 0.58% | Add +6.9% | 164,008 | $12.5M |
| Clark Capital Management Group, Inc. | 0.09% | Reduce -88.5% | 161,284 | $12.3M |
| Cetera Investment Advisers | 0.03% | Add +17.0% | 153,983 | $11.7M |
| FinTrust Capital Advisors, LLC | 2.22% | Reduce -2.4% | 150,881 | $11.5M |
| Private Wealth Management Group, LLC | 4.99% | Add +3.2% | 144,852 | $11.0M |
| Retirement Group, LLC | 3.80% | Reduce -0.5% | 139,556 | $10.6M |
| Alesco Advisors, LLC, An ESL Co | 0.34% | Reduce -34.7% | 134,897 | $10.3M |
| IHT Wealth Management, LLC | 0.40% | Add +1.7% | 131,480 | $10.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +9.1% | 131,314 | $10.0M |
| Thrivent Financial for Lutherans | 0.02% | Add +2.1% | 123,201 | $9.4M |
| Balanced Wealth Group LLC | 3.81% | Add +460.4% | 234,401 | $8.5M |
| Mariner, LLC | 0.02% | Reduce -2.5% | 105,853 | $8.0M |
| Osaic Holdings, Inc. | 0.02% | Reduce -89.4% | 104,668 | $8.0M |
| Total Wealth Planning, LLC | 1.34% | Reduce -3.7% | 102,463 | $7.8M |
| WCG Wealth Advisors LLC | 0.64% | Reduce -32.0% | 101,257 | $7.7M |
| Diligent Investors, LLC | 1.72% | Reduce -0.7% | 90,185 | $6.9M |
| Cwm, LLC | 0.03% | Add +23.1% | 89,488 | $6.8M |
| Ameriprise Financial Inc. | 0.00% | Add +2.0% | 89,354 | $6.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +493.3% | 88,029 | $6.7M |
| Prestige Wealth Management Group LLC | 1.37% | Add +13.0% | 83,605 | $6.4M |
| Sage Financial Group Inc. | 0.55% | Reduce -0.2% | 80,946 | $6.2M |
| Councilor Wealth, LLC | 3.01% | Add +1.6% | 79,145 | $6.0M |
| Freedom Investment Management, Inc. | 0.47% | Reduce -15.9% | 77,206 | $5.9M |
| Royal Bank of Canada | 0.00% | Reduce -31.9% | 73,965 | $5.6M |
| Pathstone Holdings, LLC | 0.03% | No change | 71,805 | $5.5M |
| Marotta Asset Management | 1.13% | Reduce -8.6% | 71,753 | $5.5M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Reduce -62.1% | 70,956 | $5.4M |
| Capital Wealth Management, LLC | 2.52% | Add +3.2% | 69,113 | $5.3M |
| Bank of America Corp. | 0.00% | Reduce -12.8% | 67,884 | $5.2M |
| WealthShield Partners, LLC | 0.82% | Reduce -17.7% | 66,771 | $5.1M |
| RTD Financial Advisors, Inc. | 0.68% | Reduce -2.5% | 66,403 | $5.0M |
| Foundations Investment Advisors, LLC | 0.13% | Add +54.0% | 64,183 | $4.9M |
| Signature Estate & Investment Advisors LLC | 0.14% | Add +2.5% | 64,140 | $4.9M |
| Waller Financial Planning Group, Inc. | 1.29% | Add +1.6% | 63,484 | $4.8M |
| IAG Wealth Partners, LLC | 1.03% | Reduce -1.7% | 63,346 | $4.8M |
| Perennial Investment Advisors, LLC | 0.72% | Add +8.1% | 62,587 | $4.8M |
| Gladstone Institutional Advisory LLC | 0.26% | Reduce -1.4% | 62,576 | $4.8M |
| Private Advisor Group, LLC | 0.03% | Add +3.7% | 61,948 | $4.7M |
| UBS Group AG | 0.00% | Reduce 0.0% | 60,115 | $4.6M |
| Garden State Investment Advisory Services LLC | 1.59% | Reduce -33.5% | 57,015 | $4.3M |
| Clarus Wealth Advisors | 2.39% | Add +1.3% | 57,643 | $4.2M |
| Intrua Financial, LLC | 0.60% | New | 50,822 | $3.9M |
| Bailard, Inc. | 0.10% | Reduce -0.1% | 50,071 | $3.8M |
| Aptus Capital Advisors, LLC | 0.08% | New | 50,015 | $3.8M |
| Financial Guidance Group, Inc. | 2.47% | Add +1.8% | 50,015 | $3.8M |
| Koshinski Asset Management, Inc. | 0.39% | New | 49,859 | $3.8M |
| Annapolis Financial Services, LLC | 1.24% | Add +0.1% | 49,729 | $3.8M |
| Corient Private Wealth LP | 0.01% | Reduce -1.9% | 48,280 | $3.7M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -0.1% | 47,834 | $3.6M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -0.0% | 43,252 | $3.3M |
| Portside Wealth Group, LLC | 0.57% | Add +5.8% | 40,536 | $3.1M |
| Benjamin Edwards Inc. | 0.60% | Add +2.8% | 39,561 | $3.0M |
| Avantax Planning Partners, Inc. | 0.09% | Reduce -3.6% | 37,524 | $2.9M |
| Geneos Wealth Management Inc. | 0.13% | Reduce -11.8% | 37,380 | $2.8M |
| Jones Financial Companies LLLP | 0.00% | Add +11.8% | 36,597 | $2.8M |
| Lodestar Private Asset Management LLC | 0.38% | Reduce -1.0% | 34,941 | $2.7M |
| Integrated Wealth Concepts LLC | 0.04% | Reduce -4.9% | 34,020 | $2.6M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.6% | 30,421 | $2.3M |
| Chicago Partners Investment Group LLC | 0.10% | Add +3.7% | 31,945 | $2.3M |
| Courage Miller Partners, LLC | 0.76% | Add +1.3% | 29,073 | $2.2M |
| IMC-Chicago, LLC | 0.08% | New | 28,622 | $2.2M |
| Farther Finance Advisors, LLC | 0.13% | Reduce -13.0% | 28,490 | $2.1M |
| Stratos Wealth Advisors, LLC | 0.13% | Reduce -3.4% | 28,197 | $2.1M |
| Ignite Planners, LLC | 0.55% | Add +19.3% | 26,201 | $2.0M |
| Occidental Asset Management, LLC | 0.35% | Add +0.6% | 24,826 | $1.9M |
| Principal Securities, Inc. | 0.06% | Reduce -86.2% | 24,538 | $1.9M |
| Visionary Wealth Advisors | 0.13% | Add +1.0% | 24,381 | $1.9M |
| Wealthcare Advisory Partners LLC | 0.06% | Add +12.0% | 23,356 | $1.8M |
| Omega Financial Group, LLC | 0.72% | Reduce -5.0% | 23,061 | $1.8M |
| Truist Financial Corp. | 0.00% | Add +26.1% | 22,908 | $1.7M |
| Juncture Wealth Strategies, LLC | 0.75% | Reduce -0.2% | 22,803 | $1.7M |
| Smith Anglin Financial, LLC | 0.18% | Add +3.6% | 22,749 | $1.7M |
| Courier Capital LLC | 0.12% | Add +0.5% | 22,543 | $1.7M |
| Barden Capital Management, Inc. | 1.60% | Reduce -25.4% | 21,733 | $1.7M |
| Financial Network Wealth Advisors LLC | 1.64% | Reduce -0.6% | 21,686 | $1.6M |
| Citadel Advisors | 0.00% | Add +247.1% | 21,405 | $1.6M |
| Captrust Financial Advisors | 0.01% | Reduce -7.4% | 20,654 | $1.6M |
| Creative Planning | 0.00% | Reduce -9.8% | 20,116 | $1.5M |
| IFP Advisors, Inc | 0.07% | Add +0.0% | 20,106 | $1.5M |
| IFG Advisory, LLC | 0.11% | Add +1.7% | 19,679 | $1.5M |
| Atria Investments, Inc | 0.02% | Reduce -22.5% | 19,609 | $1.5M |
| Acorn Financial Advisory Services Inc. | 0.28% | Reduce -21.7% | 19,589 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -10.1% | 18,768 | $1.4M |
| Pure Financial Advisors, LLC | 0.04% | Add +3.1% | 18,256 | $1.4M |
| D. Scott Neal, Inc. | 0.91% | Reduce -2.8% | 18,211 | $1.4M |
| Prudential Financial Inc. | 0.00% | Reduce -59.5% | 17,341 | $1.3M |
| Stevens Capital Partners | 0.78% | Reduce -9.8% | 17,302 | $1.3M |
| Texas Permanent School Fund Corp. | 0.01% | No change | 16,551 | $1.3M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +368.4% | 16,088 | $1.2M |
| Cambridge Financial Group, LLC | 0.57% | Add +8.0% | 15,807 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -6.0% | 15,531 | $1.2M |
| LTG Capital LLC | 1.00% | Reduce -0.8% | 15,300 | $1.2M |
| Swmg, LLC | 0.52% | Add +1.6% | 15,207 | $1.2M |
| MML Investors Services, LLC | 0.00% | Reduce -71.9% | 15,084 | $1.1M |
| Lewis Asset Management, LLC | 0.92% | Reduce -4.3% | 14,659 | $1.1M |
| Weinberger Asset Management, Inc | 0.54% | Reduce -8.8% | 14,580 | $1.1M |
| CX Institutional | 0.05% | Add +5.5% | 14,339 | $1.1M |
| Mgo One Seven LLC | 0.06% | Add +3.0% | 14,271 | $1.1M |
| Moneco Advisors, LLC | 0.17% | Add +8.2% | 14,072 | $1.1M |
| Waypoint Capital Advisors, LLC | 0.28% | Reduce -0.2% | 14,024 | $1.1M |
| Montz Harcus Wealth Management LLC | 0.71% | Add +0.9% | 13,838 | $1.1M |
| Measured Wealth Private Client Group, LLC | 0.37% | Reduce -18.6% | 13,802 | $1.0M |
| Wambolt & Associates, LLC | 0.31% | Reduce -30.9% | 13,814 | $1.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.9% | 13,476 | $1.0M |
| Diversify Advisory Services, LLC | 0.06% | — | 13,430 | $1.0M |
| Krilogy Financial LLC | 0.07% | Reduce -3.8% | 12,788 | $972K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -38.4% | 12,724 | $967K |
| Gibbs Wealth Management | 0.56% | — | 12,707 | $966K |
| Commonwealth Financial Services, LLC | 0.22% | No change | 12,635 | $927K |
| Cape Investment Advisory, Inc. | 0.43% | Reduce -1.2% | 12,132 | $922K |
| Salomon & Ludwin, LLC | 0.08% | Add +15.6% | 11,985 | $911K |
| American Financial & Tax Strategies Inc. | 0.48% | Reduce -3.4% | 11,879 | $903K |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +50.3% | 11,800 | $897K |
| HFG Advisors, Inc. | 0.79% | Add +0.2% | 11,720 | $891K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.2% | 11,618 | $883K |
| Good Life Advisors, LLC | 0.08% | Reduce -24.2% | 11,577 | $880K |
| Collective Family Office LLC | 0.27% | Add +0.0% | 11,104 | $844K |
| D. E. Shaw & Co. | 0.00% | New | 11,074 | $842K |
| Wrapmanager Inc. | 0.23% | Reduce -5.5% | 10,878 | $827K |
| MidAtlantic Capital Management, Inc. | 0.72% | No change | 10,815 | $822K |
| Eclectic Associates Inc. | 0.37% | Reduce -3.2% | 10,618 | $807K |
| Norden Group LLC | 0.16% | New | 10,369 | $788K |
| Madison Park Capital Advisors, LLC | 0.69% | Add +5.6% | 10,368 | $788K |
| Drive Wealth Management, LLC | 0.22% | Reduce -22.1% | 10,334 | $785K |
| HF Advisory Group, LLC | 0.43% | Add +16.9% | 10,197 | $775K |
| Renaissance Technologies | 0.00% | Reduce -2.7% | 10,025 | $762K |
| Keystone Financial Group | 0.11% | Reduce -0.8% | 9,972 | $758K |
| Comerica Bank | 0.00% | Add +3.3% | 9,937 | $755K |
| Focus Partners Wealth | 0.01% | Reduce -14.7% | 9,832 | $747K |
| Pacific Sun Financial Corp | 0.41% | No change | 9,329 | $709K |
| Arq Wealth Advisors, LLC | 0.31% | Add +27.5% | 9,244 | $703K |
| TAGStone Capital, Inc. | 0.41% | Add +0.4% | 9,233 | $702K |
| Invera Wealth Advisors, LLC | 0.59% | Reduce -65.8% | 9,909 | $698K |
| Advance Capital Management, Inc. | 0.05% | No change | 9,091 | $691K |
| Broadview Financial Management, LLC | 0.50% | Add +2.7% | 9,081 | $690K |
| Park Avenue Securities LLC | 0.01% | Reduce -67.5% | 9,037 | $687K |
| Brookstone Capital Management | 0.01% | Reduce -3.4% | 9,011 | $685K |
| Susquehanna International Group, LLP | 0.00% | Reduce -87.0% | 8,960 | $681K |
| Global Retirement Partners, LLC | 0.03% | Add +26.8% | 8,812 | $670K |
| FMR LLC | 0.00% | Add +310.2% | 8,745 | $665K |
| SOL Capital Management CO | 0.08% | Reduce -0.6% | 8,280 | $629K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 7,986 | $607K |
| KPP Advisory Services LLC | 0.17% | New | 7,921 | $602K |
| Wallace Advisory Group, LLC | 0.45% | Reduce -5.5% | 8,190 | $601K |
| PFG Advisors | 0.04% | Reduce -7.5% | 7,465 | $567K |
| Confluence Wealth Services, Inc. | 0.05% | New | 7,405 | $563K |
| Alliance Wealth Advisors, LLC | 0.17% | Add +3.6% | 7,378 | $561K |
| Everhart Financial Group, Inc. | 0.16% | Reduce -2.5% | 7,369 | $560K |
| Raymond James & Associates | 0.00% | Reduce -3.4% | 7,204 | $548K |
| FirstPurpose Wealth LLC | 0.20% | Add +1.5% | 7,352 | $538K |
| SJS Investment Consulting Inc. | 0.11% | No change | 7,000 | $532K |
| Flow Traders U.S. LLC | 0.03% | New | 6,926 | $526K |
| Csenge Advisory Group | 0.03% | Reduce -42.2% | 6,891 | $524K |
| LexAurum Advisors, LLC | 0.13% | No change | 6,788 | $516K |
| ABLE Financial Group, LLC | 0.20% | Reduce -94.6% | 6,759 | $514K |
| LongView Wealth Management | 0.20% | Add +8.2% | 6,711 | $510K |
| Lincoln National Corp. | 0.01% | Add +69.7% | 6,689 | $508K |
| Acas, LLC | 0.49% | Reduce -23.2% | 6,641 | $505K |
| Silver Oak Securities, Incorporated | 0.08% | Reduce -20.7% | 6,586 | $501K |
| Sterling Financial Planning, Inc. | 0.20% | Reduce -5.1% | 6,569 | $499K |
| Bill Few Associates, Inc. | 0.20% | Add +0.0% | 6,551 | $498K |
| Onyx Bridge Wealth Group LLC | 0.09% | Add +0.3% | 6,715 | $485K |
| Baker Tilly Wealth Management, LLC | 0.09% | Reduce -19.8% | 6,357 | $483K |
| OneAscent Financial Services LLC | 0.05% | Reduce -6.2% | 6,146 | $467K |
| Strategic Financial Concepts, LLC | 0.11% | New | 5,964 | $453K |
| ProVise Management Group, LLC | 0.04% | No change | 5,961 | $453K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 5,864 | $446K |
| Joseph Group Capital Management | 0.22% | Reduce -6.2% | 5,802 | $441K |
| NewEdge Advisors, LLC | 0.00% | Reduce -42.3% | 5,801 | $441K |
| CCG Wealth Management, LLC | 0.26% | Add +8.1% | 5,759 | $438K |
| Sensible Money, LLC | 0.23% | No change | 5,747 | $437K |
| Apeiron RIA LLC | 0.13% | Reduce -6.4% | 5,702 | $433K |
| Meridian Financial Advisors, LLC | 0.32% | No change | 5,663 | $430K |
| Sharper & Granite LLC | 0.21% | Add +8.0% | 5,755 | $427K |
| Burt Wealth Advisors | 0.11% | Add +11.7% | 5,499 | $418K |
| Insight Advisors, LLC/ PA | 0.08% | Reduce -6.7% | 5,447 | $414K |
| Denver PWM, LLC | 0.15% | New | 4,613 | $394K |
| Staley Capital Advisers Inc. | 0.02% | No change | 5,111 | $388K |
| NorthCrest Asset Manangement, LLC | 0.01% | New | 5,108 | $388K |
| Condor Capital Management | 0.04% | Reduce -12.8% | 5,016 | $381K |
| WealthPLAN Partners, LLC | 0.04% | Add +77.5% | 4,899 | $372K |
| KMG Fiduciary Partners, LLC | 0.04% | No change | 4,848 | $368K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -2.8% | 4,997 | $362K |
| Financial Advocates Investment Management | 0.02% | Add +5.0% | 4,697 | $357K |
| B.O.S.S. Retirement Advisors, LLC | 0.14% | Reduce -1.9% | 4,864 | $357K |
| Fort Point Capital Partners LLC | 0.05% | Reduce -2.0% | 4,695 | $357K |
| Elevation Point Wealth Partners, LLC | 0.03% | New | 4,569 | $347K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +3.1% | 4,565 | $347K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -99.2% | 4,528 | $344K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -99.2% | 4,528 | $344K |
| Brown Advisory Inc. | 0.00% | No change | 4,527 | $344K |
| Centerpoint Advisors, LLC | 0.13% | No change | 4,400 | $334K |
| Inspirion Wealth Advisors, LLC | 0.05% | Add +2.9% | 4,313 | $328K |
| Assetmark, Inc. | 0.00% | Add +69.8% | 4,305 | $327K |
| Acorn Wealth Advisors, LLC | 0.17% | Add +0.2% | 4,296 | $326K |
| World Investment Advisors | 0.05% | New | 4,268 | $324K |
| Fifth Third Securities, Inc. | 0.03% | Add +11.7% | 4,246 | $323K |
| Motive Wealth Advisors | 0.19% | New | 4,218 | $321K |
| Blair William & Co. | 0.00% | Add +1.1% | 3,986 | $303K |
| Aviso Wealth Management | 0.19% | Add +1.7% | 3,976 | $302K |
| Silverlake Wealth Management LLC | 0.15% | Add +16.1% | 3,970 | $302K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -8.1% | 3,966 | $301K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +8.1% | 3,963 | $301K |
| Cypress Wealth Services, LLC | 0.07% | Reduce -8.7% | 3,958 | $301K |
| Capital Advisory Group Advisory Services, LLC | 0.14% | No change | 3,950 | $300K |
| NTV Asset Management LLC | 0.05% | Reduce -43.3% | 3,925 | $298K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -90.7% | 3,701 | $281K |
| Moloney Securities Asset Management, LLC | 0.04% | Reduce -36.8% | 3,661 | $278K |
| Quadcap Wealth Management, LLC | 0.06% | Reduce -31.1% | 3,660 | $278K |
| Schneider Downs Wealth Management Advisors, LP | 0.06% | No change | 3,644 | $277K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 3,641 | $277K |
| Bank of New York Mellon Corp | 0.00% | Add +20.3% | 3,409 | $259K |
| Destiny Capital Corp | 0.18% | Reduce -2.8% | 3,408 | $259K |
| Trueblood Wealth Management, LLC | 0.15% | Reduce -0.6% | 3,396 | $258K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 3,385 | $257K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 3,376 | $257K |
| Rehmann Capital Advisory Group | 0.02% | No change | 3,318 | $252K |
| Retirement Planning Group, LLC | 0.02% | Reduce -2.3% | 3,258 | $248K |
| Flagstar Securities, Inc. | 0.07% | New | 3,202 | $243K |
| BIP Wealth, LLC | 0.02% | No change | 3,182 | $242K |
| Private Trust Co. NA | 0.03% | Reduce -17.4% | 3,166 | $241K |
| Embree Financial Group | 0.05% | Reduce -19.6% | 3,161 | $240K |
| Harbour Investments, Inc. | 0.01% | Reduce -9.4% | 3,091 | $235K |
| Essex Financial Services, Inc. | 0.02% | No change | 3,090 | $235K |
| Appleton Partners Inc. | 0.02% | Reduce -13.9% | 3,058 | $232K |
| Independent Advisor Alliance | 0.01% | New | 3,051 | $232K |
| Centennial Wealth Advisory LLC | 0.10% | Reduce -89.8% | 2,925 | $222K |
| StoneX Group Inc. | 0.02% | No change | 2,898 | $220K |
| Dorsey & Whitney Trust CO LLC | 0.01% | No change | 2,890 | $220K |
| MSH Capital Advisors LLC | 0.08% | No change | 2,861 | $217K |
| Redhawk Wealth Advisors, Inc. | 0.04% | Add +0.3% | 2,850 | $217K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,825 | $215K |
| German American Bancorp, Inc. | 0.03% | No change | 2,823 | $215K |
| Somerset Trust Co | 0.09% | Reduce -0.4% | 2,771 | $211K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -17.4% | 2,754 | $209K |
| CENTRAL TRUST Co | 0.01% | Reduce -10.1% | 2,740 | $208K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.05% | Reduce -1.4% | 2,713 | $206K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -22.8% | 2,712 | $206K |
| Goldstein Advisors, LLC | 0.04% | New | 2,706 | $206K |
| Vance Wealth, LLC | 0.08% | New | 2,653 | $202K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -91.6% | 3,107 | $201K |
| Urban Financial Advisory Corp | 0.12% | New | 2,633 | $200K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,394 | $182K |
| DHJJ Financial Advisors, Ltd. | 0.08% | No change | 2,285 | $174K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -70.1% | 2,264 | $172K |
| Scarborough Advisors, LLC | 0.08% | Add +0.3% | 2,219 | $169K |
| Fernwood Investment Management, LLC | 0.05% | New | 2,161 | $164K |
| Iron Horse Wealth Management, LLC | 0.06% | Reduce -3.7% | 1,943 | $148K |
| Sachetta, LLC | 0.07% | No change | 1,998 | $147K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +6.9% | 1,605 | $122K |
| EP Wealth Advisors, LLC | 0.00% | Add +5.9% | 1,530 | $116K |
| Tidemark, LLC | 0.06% | Reduce -7.0% | 1,341 | $102K |
| UMB Bank, n.a. | 0.00% | No change | 1,301 | $99K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -6.3% | 1,098 | $83K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 1,060 | $81K |
| US Bancorp \de | 0.00% | Reduce -82.3% | 869 | $66K |
| AdvisorNet Financial, Inc | 0.01% | Add +7.8% | 841 | $64K |
| EPG Wealth Management LLC | 0.02% | Add +0.4% | 829 | $63K |
| Capital Analysts, LLC | 0.00% | No change | 710 | $54K |
| Smithfield Trust Co | 0.00% | No change | 700 | $53K |
| CoreCap Advisors, LLC | 0.00% | New | 644 | $49K |
| Creative Financial Designs Inc. | 0.00% | No change | 635 | $48K |
| Ballast Advisors LLC | 0.02% | Add +17.7% | 625 | $48K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.3% | 612 | $47K |
| Evensky & Katz LLC | 0.00% | No change | 603 | $46K |
| Private Capital Management LLC | 0.01% | New | 564 | $43K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 562 | $43K |
| Pension & Wealth Management Advisors, Inc. | 0.03% | No change | 504 | $38K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.4% | 467 | $35K |
| Evermay Wealth Management LLC | 0.01% | New | 463 | $35K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.2% | 445 | $34K |
| PSI Advisors, LLC | 0.01% | Add +0.2% | 431 | $33K |
| CIBC Private Wealth Group LLC | 0.00% | New | 413 | $31K |
| GoalVest Advisory LLC | 0.01% | New | 369 | $28K |
| Caitlin John, LLC | 0.02% | No change | 330 | $25K |
| Sunbelt Securities, Inc. | 0.00% | No change | 311 | $24K |
| WASHINGTON TRUST Co | 0.00% | New | 305 | $23K |
| Front Row Advisors LLC | 0.01% | No change | 300 | $23K |
| Lanark Financial, Inc. | 0.00% | No change | 271 | $21K |
| Key Financial Inc | 0.01% | No change | 274 | $21K |
| Family Capital Trust Co | 0.01% | No change | 251 | $19K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 233 | $18K |
| Manchester Capital Management LLC | 0.00% | No change | 228 | $17K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 226 | $17K |
| Tucker Asset Management LLC | 0.00% | New | 221 | $17K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 212 | $16K |
| Future Financial Wealth Managment LLC | 0.01% | New | 210 | $16K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 209 | $16K |
| Crewe Advisors LLC | 0.00% | New | 202 | $15K |
| Ancora Advisors LLC | 0.00% | No change | 200 | $15K |
| Pinnacle Bancorp, Inc. | 0.00% | Reduce -3.9% | 199 | $15K |
| Beacon Capital Management, LLC | 0.00% | Reduce -53.3% | 190 | $14K |
| Sage Mountain Advisors LLC | 0.00% | New | 190 | $14K |
| Clearstead Trust, LLC | 0.00% | New | 177 | $13K |
| Stephens Consulting, LLC | 0.00% | Add +0.7% | 149 | $11K |
| Tower View Wealth Management LLC | 0.01% | No change | 148 | $11K |
| First Personal Financial Services | 0.00% | New | 147 | $11K |
| Thompson Investment Management, Inc. | 0.00% | No change | 125 | $10K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 125 | $10K |
| Arax Advisory Partners | 0.00% | Reduce -32.1% | 112 | $8K |
| Aspire Private Capital, LLC | 0.00% | New | 97 | $7K |
| RE Dickinson Investment Advisors, LLC | 0.00% | No change | 82 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 83 | $6K |
| Gradient Investments LLC | 0.00% | Reduce -49.3% | 77 | $6K |
| Woodmont Investment Counsel LLC | 0.00% | New | 70 | $5K |
| Mather Group, Llc. | 0.00% | New | 71 | $5K |
| Mma Asset Management LLC | 0.00% | New | 67 | $5K |
| Kelly Financial Services LLC | 0.00% | Reduce -99.1% | 49 | $4K |
| Baldwin Wealth Partners LLC | 0.00% | Reduce -82.1% | 44 | $3K |
| M&R Capital Management Inc. | 0.00% | No change | 42 | $3K |
| Wetzel Investment Advisors, Inc. | 0.00% | Reduce -33.3% | 44 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 26 | $2K |
| Archer Investment Corp | 0.00% | No change | 23 | $2K |
| Continuum Advisory, LLC | 0.00% | Reduce -99.6% | 14 | $1K |
| Hanson & Doremus Investment Management | 0.00% | New | 19 | $1K |
| Financial Management Professionals, Inc. | 0.00% | No change | 17 | $1K |
| Financial Gravity Asset Management, Inc. | 0.00% | Reduce -53.9% | 12 | $933 |
| Sound Income Strategies, LLC | 0.00% | Reduce -26.7% | 11 | $836 |
| Tompkins Financial Corp. | 0.00% | No change | 6 | $456 |
| BNP Paribas Financial Markets | 0.00% | New | 3 | $228 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $76 |
"% of holder's portfolio" is MDYV's weight in each manager's 13F, not the share of SS SPDR S&P 400 MC Val ETF the manager owns.