SS SPDR S&P 400 MC Val ETFMDYVETF
13F holders, Q2 2024 (June 30)339holders −16
25new positions
38sold out
3famous investors
$70.87avg. 13F price*
At the end of Q2 2024, 339 institutions reported holding SS SPDR S&P 400 MC Val ETF (MDYV) in their 13F filings, down 16 from Q1 2024. 25 opened new positions and 38 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($430.8M), Financial Engines Advisors L.L.C. ($124.6M) and NorthRock Partners, LLC ($93.9M). 3 famous investors held it, including David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P 400 MC Val ETF
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78464A839
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $37.8M |
| Exits | 38 | $16.0M |
All 13F filers, Q1 2024 → Q2 2024: 2,971,717 shares bought and 2,647,973 shares sold, net +323,744 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 339 holders
| Wealth Enhancement Advisory Services, LLC | 1.02% | Add +12.8% | 5,906,762 | $430.8M |
| Financial Engines Advisors L.L.C. | 0.28% | Add +0.3% | 1,708,444 | $124.6M |
| NorthRock Partners, LLC | 3.53% | Add +6.6% | 1,287,004 | $93.9M |
| LPL Financial LLC | 0.04% | Reduce -10.8% | 1,203,267 | $87.8M |
| Lutz Financial Services LLC | 4.30% | Add +1.6% | 676,075 | $49.3M |
| Tiaa Trust, National Association | 0.13% | Reduce -8.1% | 590,763 | $43.1M |
| Stifel Financial Corp. | 0.05% | Reduce -38.6% | 573,378 | $41.8M |
| FAS Wealth Partners, Inc. | 3.50% | Reduce -0.8% | 555,667 | $40.5M |
| Kestra Advisory Services, LLC | 0.22% | Add +3.7% | 548,754 | $40.0M |
| Morgan Stanley | 0.00% | Reduce -2.0% | 464,214 | $33.9M |
| Benjamin F. Edwards & Company, Inc. | 0.56% | Reduce -32.9% | 440,259 | $32.1M |
| Wells Fargo & Company | 0.01% | Add +23.4% | 432,981 | $31.6M |
| First Pacific Financial | 6.73% | Add +2.8% | 359,076 | $26.2M |
| Canandaigua National Bank & Trust Co. | 2.83% | New | 356,080 | $26.0M |
| Klingman & Associates, LLC | 1.70% | Reduce -0.2% | 344,864 | $25.2M |
| AE Wealth Management LLC | 0.25% | Add +28.1% | 337,678 | $24.6M |
| First National Trust Co | 0.98% | Reduce -2.1% | 326,456 | $23.8M |
| Asset Dedication, LLC | 1.42% | Add +4.0% | 280,611 | $20.5M |
| Avantax Planning Partners, Inc. | 0.63% | Add +616.9% | 269,012 | $19.6M |
| GHP Investment Advisors, Inc. | 0.97% | Add +0.4% | 267,110 | $19.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +8.1% | 246,514 | $18.0M |
| McAdam, LLC | 1.04% | Reduce -1.6% | 236,981 | $17.3M |
| Convergence Financial, LLC | 4.40% | Add +1.2% | 228,341 | $16.7M |
| HighTower Advisors, LLC | 0.03% | Add +2.1% | 224,162 | $16.4M |
| Rockbridge Investment Management, LCC | 2.24% | Add +2.7% | 216,961 | $15.8M |
| ERn Financial, LLC | 2.62% | Reduce -1.4% | 216,497 | $15.8M |
| Rodgers & Associates, LTD | 1.99% | Add +1.3% | 212,475 | $15.5M |
| Confluence Investment Management LLC | 0.22% | Reduce -34.9% | 212,421 | $15.5M |
| Avior Wealth Management, LLC | 0.62% | Add +20.4% | 197,469 | $14.4M |
| KWB Wealth | 1.92% | Reduce -2.3% | 184,096 | $14.0M |
| Raymond James Financial Services Advisors, Inc. | 0.02% | Add +161.5% | 185,552 | $13.5M |
| JNBA Financial Advisors | 1.41% | Reduce -28.7% | 182,912 | $13.3M |
| Cetera Investment Advisers | 0.03% | Add +17.2% | 180,530 | $13.2M |
| Signet Financial Management, LLC | 1.74% | Reduce -5.5% | 176,375 | $12.9M |
| Clark Capital Management Group, Inc. | 0.09% | Add +7.2% | 172,849 | $12.6M |
| Equitable Holdings, Inc. | 0.13% | Reduce -2.2% | 172,256 | $12.6M |
| Commonwealth Equity Services, LLC | 0.02% | Add +26.3% | 165,857 | $12.1M |
| Cary Street Partners Investment Advisory LLC | 0.48% | Reduce -29.5% | 163,075 | $11.9M |
| Marathon Mission, Inc. | 8.36% | Reduce -14.3% | 151,241 | $11.0M |
| FinTrust Capital Advisors, LLC | 1.96% | Reduce -2.3% | 147,466 | $10.8M |
| Private Wealth Management Group, LLC | 4.54% | Reduce -0.7% | 143,793 | $10.5M |
| Alesco Advisors, LLC, An ESL Co | 0.30% | Reduce -5.8% | 127,018 | $9.3M |
| Balanced Wealth Group LLC | 4.21% | Add +5.8% | 247,887 | $9.2M |
| Foundations Investment Advisors, LLC | 0.20% | Add +71.9% | 110,333 | $8.0M |
| Total Wealth Planning, LLC | 1.28% | Reduce -2.5% | 99,947 | $7.8M |
| Mariner, LLC | 0.01% | Add +0.3% | 106,227 | $7.7M |
| Osaic Holdings, Inc. | 0.02% | Add +1.5% | 106,194 | $7.7M |
| WCG Wealth Advisors LLC | 0.57% | Add +4.9% | 106,193 | $7.7M |
| Townsquare Capital LLC | 0.11% | Reduce -86.8% | 106,034 | $7.7M |
| Ameriprise Financial Inc. | 0.00% | Add +11.7% | 99,769 | $7.3M |
| Cwm, LLC | 0.03% | Add +11.2% | 99,478 | $7.3M |
| Diligent Investors, LLC | 1.56% | Reduce -4.4% | 86,257 | $6.3M |
| IHT Wealth Management, LLC | 0.22% | Reduce -38.4% | 81,013 | $5.9M |
| Prestige Wealth Management Group LLC | 1.28% | Reduce -3.2% | 80,898 | $5.9M |
| Sage Financial Group Inc. | 0.50% | Reduce -1.3% | 79,914 | $5.8M |
| Councilor Wealth, LLC | 2.86% | Reduce -4.0% | 75,938 | $5.5M |
| Freedom Investment Management, Inc. | 0.43% | Reduce -6.0% | 72,576 | $5.3M |
| Royal Bank of Canada | 0.00% | Reduce -2.7% | 71,948 | $5.2M |
| Marotta Asset Management | 1.07% | Reduce -0.6% | 71,343 | $5.2M |
| Capital Wealth Management, LLC | 2.33% | Add +0.8% | 69,678 | $5.1M |
| Pathstone Holdings, LLC | 0.02% | Reduce -3.5% | 69,290 | $5.1M |
| Avantax Advisory Services, Inc. | 0.04% | Add +2397.3% | 68,776 | $5.0M |
| Koss-Olinger Consulting, LLC | 0.45% | New | 67,185 | $4.9M |
| Bank of America Corp. | 0.00% | Reduce -1.1% | 67,162 | $4.9M |
| Thrivent Financial for Lutherans | 0.01% | Reduce -46.0% | 66,525 | $4.9M |
| WealthShield Partners, LLC | 0.74% | Reduce -0.4% | 66,493 | $4.9M |
| Waller Financial Planning Group, Inc. | 1.28% | Add +3.0% | 65,393 | $4.8M |
| RTD Financial Advisors, Inc. | 0.63% | Reduce -3.0% | 64,404 | $4.7M |
| Perennial Investment Advisors, LLC | 0.66% | Add +0.8% | 63,084 | $4.6M |
| IAG Wealth Partners, LLC | 0.90% | Reduce -2.6% | 61,710 | $4.5M |
| Gladstone Institutional Advisory LLC | 0.23% | Reduce -3.1% | 60,644 | $4.4M |
| Private Advisor Group, LLC | 0.03% | Reduce -2.8% | 60,219 | $4.4M |
| Garden State Investment Advisory Services LLC | 1.43% | Reduce -0.8% | 56,579 | $4.1M |
| Clarus Wealth Advisors | 2.19% | Reduce -2.0% | 56,510 | $4.1M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -13.1% | 55,738 | $4.1M |
| Susquehanna International Group, LLP | 0.01% | Add +488.6% | 52,738 | $3.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +9.3% | 52,279 | $3.8M |
| Bailard, Inc. | 0.10% | Add +0.4% | 50,272 | $3.7M |
| Annapolis Financial Services, LLC | 1.18% | Add +0.0% | 49,748 | $3.6M |
| UBS Group AG | 0.00% | Reduce -17.8% | 49,422 | $3.6M |
| Koshinski Asset Management, Inc. | 0.31% | Reduce -6.7% | 46,529 | $3.3M |
| Corient Private Wealth LP | 0.01% | Reduce -4.1% | 46,305 | $3.3M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -49.1% | 44,824 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +21.0% | 44,295 | $3.2M |
| Kingsview Wealth Management, LLC | 0.07% | Reduce -0.9% | 42,846 | $3.1M |
| Geneos Wealth Management Inc. | 0.13% | Add +7.0% | 39,984 | $2.9M |
| Integrated Wealth Concepts LLC | 0.04% | Add +17.1% | 39,851 | $2.9M |
| Bellwether Advisors, LLC | 0.60% | New | 38,924 | $2.8M |
| Global Retirement Partners, LLC | 0.08% | Add +313.9% | 36,474 | $2.7M |
| Chicago Partners Investment Group LLC | 0.10% | Add +6.2% | 33,922 | $2.7M |
| Lodestar Private Asset Management LLC | 0.36% | Add +1.5% | 35,478 | $2.6M |
| Aptus Capital Advisors, LLC | 0.05% | Reduce -33.1% | 33,453 | $2.4M |
| Financial Guidance Group, Inc. | 1.50% | Reduce -33.1% | 33,445 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -1.7% | 29,891 | $2.2M |
| Principal Securities, Inc. | 0.06% | Add +19.3% | 29,283 | $2.1M |
| Courage Miller Partners, LLC | 0.76% | Reduce -0.1% | 29,059 | $2.1M |
| Wealthcare Advisory Partners LLC | 0.07% | Add +23.4% | 28,813 | $2.1M |
| Farther Finance Advisors, LLC | 0.10% | Add +1.3% | 28,857 | $2.1M |
| Ignite Planners, LLC | 0.50% | Add +8.5% | 28,423 | $2.0M |
| D. E. Shaw & Co. | 0.00% | Add +136.7% | 26,216 | $1.9M |
| Occidental Asset Management, LLC | 0.32% | Add +0.3% | 24,899 | $1.8M |
| Omega Financial Group, LLC | 0.68% | Reduce -0.7% | 22,891 | $1.7M |
| Courier Capital LLC | 0.13% | No change | 22,543 | $1.6M |
| Barden Capital Management, Inc. | 1.55% | Add +3.7% | 22,534 | $1.6M |
| Smith Anglin Financial, LLC | 0.17% | Reduce -1.0% | 22,519 | $1.6M |
| Juncture Wealth Strategies, LLC | 0.69% | Reduce -1.3% | 22,498 | $1.6M |
| Prudential Financial Inc. | 0.00% | Add +19.4% | 20,701 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +0.1% | 20,674 | $1.5M |
| Benjamin Edwards Inc. | 0.29% | Reduce -48.3% | 20,446 | $1.5M |
| Mgo One Seven LLC | 0.07% | Add +42.7% | 20,367 | $1.5M |
| Truist Financial Corp. | 0.00% | Reduce -11.6% | 20,242 | $1.5M |
| IFG Advisory, LLC | 0.09% | Add +2.2% | 20,120 | $1.5M |
| IFP Advisors, Inc | 0.06% | Reduce -1.0% | 19,897 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -29.6% | 19,846 | $1.4M |
| Great Valley Advisor Group, Inc. | 0.04% | Reduce -0.2% | 18,727 | $1.4M |
| Pure Financial Advisors, LLC | 0.04% | Reduce -0.1% | 18,237 | $1.3M |
| D. Scott Neal, Inc. | 0.74% | No change | 18,211 | $1.3M |
| Stevens Capital Partners | 0.68% | Add +4.0% | 18,001 | $1.3M |
| Creative Planning | 0.00% | Reduce -13.8% | 17,346 | $1.3M |
| Confluence Wealth Services, Inc. | 0.10% | Add +133.8% | 17,315 | $1.3M |
| Visionary Wealth Advisors | 0.08% | Reduce -29.7% | 17,136 | $1.2M |
| Acorn Financial Advisory Services Inc. | 0.23% | Reduce -13.9% | 16,857 | $1.2M |
| MAI Capital Management | 0.01% | New | 16,541 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -1.5% | 15,843 | $1.2M |
| Cambridge Financial Group, LLC | 0.53% | Add +0.2% | 15,833 | $1.2M |
| Allworth Financial LP | 0.01% | Reduce -2.6% | 15,121 | $1.1M |
| LTG Capital LLC | 1.00% | Reduce -0.9% | 15,164 | $1.1M |
| Lewis Asset Management, LLC | 0.80% | Reduce -1.8% | 14,401 | $1.1M |
| JPMorgan Chase & Co. | 0.00% | Add +6.5% | 14,348 | $1.0M |
| CX Institutional | 0.05% | Reduce -1.1% | 14,182 | $1.0M |
| Waypoint Capital Advisors, LLC | 0.26% | No change | 14,024 | $1.0M |
| Montz Harcus Wealth Management LLC | 0.65% | Reduce -0.0% | 13,837 | $1.0M |
| Weinberger Asset Management, Inc | 0.48% | Reduce -5.2% | 13,823 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +203.9% | 13,762 | $1.0M |
| Orion Portfolio Solutions, LLC | 0.01% | Add +203.9% | 13,762 | $1.0M |
| Mercer Global Advisors Inc. | 0.00% | Add +1491.5% | 202,503 | $980K |
| Moneco Advisors, LLC | 0.14% | Reduce -4.8% | 13,390 | $977K |
| Salomon & Ludwin, LLC | 0.11% | Add +9.2% | 13,088 | $955K |
| Wambolt & Associates, LLC | 0.27% | Reduce -8.1% | 12,694 | $918K |
| American Financial & Tax Strategies Inc. | 0.48% | Add +5.4% | 12,520 | $913K |
| HF Advisory Group, LLC | 0.47% | Add +22.6% | 12,499 | $912K |
| Commonwealth Financial Services, LLC | 0.18% | Reduce -1.9% | 12,401 | $897K |
| Measured Wealth Private Client Group, LLC | 0.31% | Reduce -11.4% | 12,229 | $892K |
| Cape Investment Advisory, Inc. | 0.40% | Add +0.4% | 12,185 | $889K |
| Krilogy Financial LLC | 0.06% | Reduce -6.6% | 11,948 | $872K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +2.1% | 11,867 | $866K |
| HFG Advisors, Inc. | 0.80% | Reduce -0.3% | 11,680 | $852K |
| Focus Partners Wealth | 0.00% | Add +18.0% | 11,602 | $846K |
| Good Life Advisors, LLC | 0.07% | Reduce -0.2% | 11,550 | $842K |
| MML Investors Services, LLC | 0.00% | Reduce -24.5% | 11,385 | $830K |
| Renaissance Technologies | 0.00% | Add +12.7% | 11,300 | $824K |
| Atria Investments, Inc | 0.01% | Reduce -43.2% | 11,145 | $813K |
| Collective Family Office LLC | 0.24% | No change | 11,104 | $810K |
| Wrapmanager Inc. | 0.22% | Add +2.0% | 11,093 | $809K |
| NewEdge Advisors, LLC | 0.01% | Add +87.6% | 10,883 | $794K |
| MidAtlantic Capital Management, Inc. | 0.66% | No change | 10,815 | $789K |
| Madison Park Capital Advisors, LLC | 0.64% | Add +0.9% | 10,466 | $763K |
| Park Avenue Securities LLC | 0.01% | Add +14.6% | 10,355 | $755K |
| Invera Wealth Advisors, LLC | 0.77% | Add +1.3% | 10,042 | $750K |
| Drive Wealth Management, LLC | 0.20% | Reduce -2.3% | 10,095 | $736K |
| Eclectic Associates Inc. | 0.33% | Reduce -5.1% | 10,076 | $735K |
| Florida Financial Advisors, LLC | 0.42% | New | 9,705 | $708K |
| Financial Network Wealth Advisors LLC | 0.51% | Reduce -57.1% | 9,304 | $679K |
| Swmg, LLC | 0.30% | Reduce -38.9% | 9,297 | $678K |
| TAGStone Capital, Inc. | 0.38% | Add +0.5% | 9,283 | $677K |
| Pacific Sun Financial Corp | 0.40% | Reduce -0.8% | 9,259 | $675K |
| Advance Capital Management, Inc. | 0.03% | No change | 9,091 | $663K |
| Broadview Financial Management, LLC | 0.48% | Reduce -0.8% | 9,013 | $657K |
| WealthPLAN Partners, LLC | 0.07% | Add +78.2% | 8,730 | $637K |
| Brookstone Capital Management | 0.01% | Reduce -9.7% | 8,136 | $630K |
| Portside Wealth Group, LLC | 0.12% | Reduce -79.0% | 8,528 | $622K |
| B.O.S.S. Retirement Advisors, LLC | 0.16% | Add +74.6% | 8,491 | $619K |
| KPP Advisory Services LLC | 0.16% | Add +1.9% | 8,073 | $589K |
| Arq Wealth Advisors, LLC | 0.25% | Reduce -13.6% | 7,986 | $583K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 7,986 | $582K |
| SOL Capital Management CO | 0.07% | Reduce -5.4% | 7,830 | $571K |
| Citadel Advisors | 0.00% | Reduce -65.5% | 7,390 | $539K |
| Everhart Financial Group, Inc. | 0.14% | Reduce -1.1% | 7,284 | $531K |
| FMR LLC | 0.00% | Reduce -16.8% | 7,272 | $530K |
| PFG Advisors | 0.04% | Reduce -4.5% | 7,131 | $520K |
| Bill Few Associates, Inc. | 0.20% | Add +8.2% | 7,087 | $517K |
| SJS Investment Consulting Inc. | 0.10% | No change | 7,000 | $511K |
| Csenge Advisory Group | 0.03% | Add +0.7% | 6,940 | $506K |
| LexAurum Advisors, LLC | 0.12% | No change | 6,788 | $495K |
| Acas, LLC | 0.43% | Reduce -5.0% | 6,306 | $495K |
| LongView Wealth Management | 0.18% | Add +0.3% | 6,732 | $491K |
| Prime Capital Investment Advisors, LLC | 0.01% | Reduce -43.0% | 6,721 | $490K |
| Raymond James & Associates | 0.00% | Reduce -7.5% | 6,661 | $486K |
| Onyx Bridge Wealth Group LLC | 0.08% | Reduce -1.2% | 6,634 | $484K |
| Silver Oak Securities, Incorporated | 0.07% | Reduce -0.8% | 6,535 | $477K |
| Sterling Financial Planning, Inc. | 0.19% | Reduce -0.7% | 6,524 | $476K |
| NorthCrest Asset Manangement, LLC | 0.02% | Add +27.0% | 6,485 | $473K |
| Insight Advisors, LLC/ PA | 0.09% | Add +18.5% | 6,456 | $471K |
| Comerica Bank | 0.00% | Reduce -35.1% | 6,445 | $470K |
| Orin Green Financial, LLC | 0.22% | New | 6,443 | $470K |
| OneAscent Financial Services LLC | 0.06% | Add +0.5% | 6,178 | $451K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 5,864 | $428K |
| CCG Wealth Management, LLC | 0.24% | No change | 5,759 | $420K |
| Sensible Money, LLC | 0.20% | No change | 5,747 | $419K |
| Joseph Group Capital Management | 0.22% | Reduce -1.4% | 5,719 | $417K |
| Meridian Wealth Management, LLC | 0.05% | New | 5,671 | $414K |
| Meridian Financial Advisors, LLC | 0.30% | No change | 5,663 | $413K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +48.7% | 5,504 | $401K |
| ProVise Management Group, LLC | 0.03% | Reduce -10.4% | 5,341 | $390K |
| Sharper & Granite LLC | 0.18% | Reduce -8.2% | 5,285 | $385K |
| Apeiron RIA LLC | 0.12% | Reduce -8.2% | 5,236 | $382K |
| Staley Capital Advisers Inc. | 0.02% | No change | 5,111 | $373K |
| Burt Wealth Advisors | 0.10% | Reduce -10.0% | 4,947 | $361K |
| Condor Capital Management | 0.03% | Reduce -1.5% | 4,941 | $360K |
| KMG Fiduciary Partners, LLC | 0.03% | No change | 4,848 | $354K |
| ABLE Financial Group, LLC | 0.13% | Reduce -28.7% | 4,820 | $352K |
| Financial Advocates Investment Management | 0.02% | Add +1.6% | 4,774 | $348K |
| Wallace Advisory Group, LLC | 0.25% | Reduce -42.0% | 4,746 | $346K |
| Fort Point Capital Partners LLC | 0.04% | Add +0.4% | 4,714 | $344K |
| Trexquant Investment LP | 0.01% | New | 4,694 | $342K |
| Elevation Point Wealth Partners, LLC | 0.03% | Add +0.5% | 4,593 | $335K |
| J.W. Cole Advisors, Inc. | 0.02% | Reduce -0.5% | 4,543 | $331K |
| Brown Advisory Inc. | 0.00% | No change | 4,527 | $330K |
| Fifth Third Securities, Inc. | 0.03% | Add +6.0% | 4,499 | $328K |
| Inspirion Wealth Advisors, LLC | 0.05% | No change | 4,313 | $315K |
| Retirement Planning Group, LLC | 0.02% | Add +30.6% | 4,254 | $310K |
| Acorn Wealth Advisors, LLC | 0.15% | Reduce -2.6% | 4,182 | $305K |
| Capital Advisory Group Advisory Services, LLC | 0.13% | Add +3.6% | 4,092 | $298K |
| Centerpoint Advisors, LLC | 0.11% | Reduce -8.0% | 4,048 | $295K |
| Ameritas Advisory Services, LLC | 0.01% | Reduce -20.0% | 3,996 | $291K |
| Cypress Wealth Services, LLC | 0.06% | No change | 3,958 | $289K |
| Motive Wealth Advisors | 0.16% | Reduce -11.1% | 3,752 | $274K |
| NTV Asset Management LLC | 0.04% | Reduce -5.1% | 3,725 | $272K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +0.2% | 3,669 | $268K |
| Schneider Downs Wealth Management Advisors, LP | 0.06% | No change | 3,644 | $266K |
| Silverlake Wealth Management LLC | 0.11% | Reduce -9.5% | 3,593 | $262K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -10.4% | 3,554 | $259K |
| Trueblood Wealth Management, LLC | 0.14% | Add +2.9% | 3,496 | $255K |
| Centennial Wealth Advisory LLC | 0.11% | Add +19.2% | 3,486 | $254K |
| Quadcap Wealth Management, LLC | 0.05% | Reduce -5.6% | 3,456 | $252K |
| Independent Advisor Alliance | 0.01% | Add +11.1% | 3,390 | $247K |
| Rehmann Capital Advisory Group | 0.02% | Add +1.7% | 3,374 | $246K |
| Private Trust Co. NA | 0.03% | Add +4.7% | 3,316 | $242K |
| Aviso Wealth Management | 0.14% | Reduce -17.0% | 3,301 | $241K |
| Flagstar Securities, Inc. | 0.06% | Add +0.2% | 3,209 | $234K |
| Destiny Capital Corp | 0.16% | Reduce -6.2% | 3,198 | $233K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -19.4% | 3,194 | $233K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -5.8% | 3,189 | $233K |
| Blair William & Co. | 0.00% | Reduce -20.1% | 3,186 | $232K |
| Essex Financial Services, Inc. | 0.02% | No change | 3,090 | $230K |
| Vise Technologies, Inc. | 0.04% | New | 3,026 | $221K |
| Embree Financial Group | 0.04% | Reduce -7.7% | 2,919 | $213K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +0.5% | 2,863 | $209K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -15.2% | 2,862 | $209K |
| Hirtle & Co., LLC | 0.01% | New | 2,854 | $208K |
| Diversify Wealth Management, LLC | 0.03% | — | 2,840 | $206K |
| Texas Yale Capital Corp. | 0.01% | No change | 2,825 | $206K |
| Appleton Partners Inc. | 0.02% | Reduce -7.5% | 2,828 | $206K |
| German American Bancorp, Inc. | 0.02% | No change | 2,823 | $206K |
| Urban Financial Advisory Corp | 0.12% | Add +6.3% | 2,798 | $204K |
| Somerset Trust Co | 0.08% | Reduce -0.4% | 2,760 | $201K |
| Bank of New York Mellon Corp | 0.00% | Reduce -19.3% | 2,752 | $201K |
| CENTRAL TRUST Co | 0.00% | No change | 2,740 | $200K |
| Harbour Investments, Inc. | 0.01% | Reduce -13.7% | 2,668 | $195K |
| Glassman Wealth Services | 0.04% | New | 2,606 | $190K |
| Tradewinds Capital Management, LLC | 0.05% | Reduce -98.9% | 2,514 | $183K |
| International Assets Investment Management, LLC | 0.02% | New | 2,472 | $180K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1.4% | 2,427 | $177K |
| Concourse Financial Group Securities, Inc. | 0.01% | Reduce -13.6% | 2,344 | $171K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +1.1% | 2,288 | $167K |
| DHJJ Financial Advisors, Ltd. | 0.07% | No change | 2,285 | $167K |
| Sachetta, LLC | 0.07% | Add +1.4% | 2,027 | $159K |
| Iron Horse Wealth Management, LLC | 0.05% | No change | 1,943 | $142K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -0.4% | 1,598 | $117K |
| EP Wealth Advisors, LLC | 0.00% | No change | 1,530 | $112K |
| UMB Bank, n.a. | 0.00% | No change | 1,301 | $95K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,098 | $80K |
| Carmichael Hill & Associates, Inc. | 0.03% | No change | 1,060 | $77K |
| Gradient Investments LLC | 0.00% | Add +1259.7% | 1,047 | $76K |
| Tidemark, LLC | 0.03% | Reduce -31.4% | 920 | $67K |
| Pinnacle Bancorp, Inc. | 0.02% | Add +348.7% | 893 | $65K |
| AdvisorNet Financial, Inc | 0.01% | No change | 841 | $61K |
| US Bancorp \de | 0.00% | Reduce -13.1% | 755 | $55K |
| Capital Analysts, LLC | 0.00% | No change | 710 | $52K |
| Smithfield Trust Co | 0.00% | No change | 700 | $51K |
| CoreCap Advisors, LLC | 0.00% | No change | 644 | $47K |
| Creative Financial Designs Inc. | 0.00% | No change | 635 | $46K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.7% | 616 | $45K |
| Evensky & Katz LLC | 0.00% | Add +0.8% | 608 | $44K |
| PSI Advisors, LLC | 0.01% | Add +35.5% | 584 | $43K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 562 | $41K |
| Ballast Advisors LLC | 0.01% | Reduce -15.0% | 531 | $39K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | No change | 504 | $37K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.6% | 470 | $34K |
| Princeton Global Asset Management LLC | 0.01% | Add +0.7% | 448 | $33K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 413 | $30K |
| Tucker Asset Management LLC | 0.01% | Add +83.7% | 406 | $30K |
| Evermay Wealth Management LLC | 0.00% | Reduce -16.9% | 385 | $28K |
| Caitlin John, LLC | 0.02% | No change | 330 | $24K |
| Sunbelt Securities, Inc. | 0.00% | No change | 311 | $23K |
| Front Row Advisors LLC | 0.01% | No change | 300 | $22K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +32.3% | 299 | $22K |
| Key Financial Inc | 0.00% | No change | 274 | $20K |
| Lanark Financial, Inc. | 0.00% | Add +0.4% | 272 | $19K |
| Family Capital Trust Co | 0.01% | No change | 251 | $18K |
| AlphaMark Advisors, LLC | 0.01% | New | 230 | $17K |
| Cordgrass Capital Advisors, LLC | 0.01% | No change | 233 | $17K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 229 | $17K |
| Manchester Capital Management LLC | 0.00% | No change | 228 | $17K |
| Bfsg, LLC | 0.00% | New | 223 | $16K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 213 | $16K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 209 | $15K |
| Ancora Advisors LLC | 0.00% | No change | 200 | $15K |
| Beacon Capital Management, LLC | 0.00% | No change | 190 | $14K |
| Private Capital Management LLC | 0.00% | Reduce -68.1% | 180 | $13K |
| Bessemer Group Inc. | 0.00% | New | 175 | $13K |
| Clearstead Trust, LLC | 0.00% | No change | 177 | $13K |
| POM Investment Strategies, LLC | 0.01% | New | 170 | $12K |
| Crewe Advisors LLC | 0.00% | Reduce -18.8% | 164 | $12K |
| Strategic Financial Concepts, LLC | 0.01% | Add +7775.1% | 469,671 | $12K |
| Ridgewood Investments LLC | 0.01% | New | 160 | $12K |
| Stephens Consulting, LLC | 0.00% | No change | 149 | $11K |
| Tower View Wealth Management LLC | 0.01% | Add +0.7% | 149 | $11K |
| Thompson Investment Management, Inc. | 0.00% | No change | 125 | $9K |
| Householder Group Estate & Retirement Specialist, LLC | 0.00% | No change | 125 | $9K |
| Arax Advisory Partners | 0.00% | No change | 112 | $8K |
| Aspire Private Capital, LLC | 0.00% | No change | 97 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 83 | $7K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 86 | $6K |
| Scarborough Advisors, LLC | 0.00% | Reduce -96.6% | 75 | $5K |
| Valley National Advisers Inc. | 0.00% | New | 64 | $4K |
| Flputnam Investment Management Co. | 0.00% | New | 50 | $4K |
| Wetzel Investment Advisors, Inc. | 0.00% | No change | 44 | $3K |
| M&R Capital Management Inc. | 0.00% | No change | 42 | $3K |
| Sound Income Strategies, LLC | 0.00% | Add +281.8% | 42 | $3K |
| Russell Investments Group, Ltd. | 0.00% | New | 31 | $2K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 26 | $2K |
| Assetmark, Inc. | 0.00% | Reduce -99.4% | 26 | $2K |
| Archer Investment Corp | 0.00% | No change | 23 | $2K |
| Triad Wealth Partners, LLC | 0.00% | New | 18 | $1K |
| Citigroup Inc. | 0.00% | New | 15 | $1K |
| Continuum Advisory, LLC | 0.00% | No change | 14 | $1K |
| Tompkins Financial Corp. | 0.00% | No change | 6 | $438 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $73 |
"% 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.