SS SPDR S&P 400 MC Val ETFMDYVETF
13F holders, Q1 2025 (March 31)373holders −1
29new positions
27sold out
3famous investors
$77.06avg. 13F price*
At the end of Q1 2025, 373 institutions reported holding SS SPDR S&P 400 MC Val ETF (MDYV) in their 13F filings, down 1 from Q4 2024. 29 opened new positions and 27 sold out. The largest holders were Wealth Enhancement Advisory Services, LLC ($194.1M), NorthRock Partners, LLC ($102.3M) and Financial Engines Advisors L.L.C. ($99.5M). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- SS SPDR S&P 400 MC Val ETF
- Filed as
- SPDR SER TR (Q1 2025)
- CUSIP
- 78464A839
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $9.2M |
| Exits | 27 | $26.8M |
All 13F filers, Q4 2024 → Q1 2025: 1,174,748 shares bought and 7,084,548 shares sold, net −5,909,800 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 373 holders
| Wealth Enhancement Advisory Services, LLC | 0.37% | Reduce -63.2% | 2,519,657 | $194.1M |
| NorthRock Partners, LLC | 3.44% | Reduce -0.0% | 1,328,221 | $102.3M |
| Financial Engines Advisors L.L.C. | 0.21% | Reduce -3.7% | 1,290,872 | $99.5M |
| LPL Financial LLC | 0.03% | Add +2.3% | 1,136,150 | $87.5M |
| Morgan Stanley | 0.00% | Add +21.4% | 724,498 | $55.8M |
| Lutz Financial Services LLC | 4.44% | Add +1.3% | 703,995 | $54.2M |
| Stifel Financial Corp. | 0.05% | Reduce -0.9% | 668,705 | $51.5M |
| Tiaa Trust, National Association | 0.14% | Reduce -25.8% | 601,299 | $46.3M |
| Benjamin Edwards Inc. | 0.61% | Reduce -0.8% | 566,659 | $43.7M |
| AE Wealth Management LLC | 0.36% | Add +12.6% | 558,043 | $43.0M |
| FAS Wealth Partners, Inc. | 3.50% | Add +1.5% | 556,287 | $42.9M |
| Wells Fargo & Company | 0.01% | Add +2.5% | 492,216 | $37.9M |
| Avantax Planning Partners, Inc. | 1.12% | Add +21.8% | 412,142 | $31.8M |
| Canandaigua National Bank & Trust Co. | 3.08% | Add +4.9% | 399,512 | $30.8M |
| First Pacific Financial | 5.52% | Add +0.9% | 353,181 | $27.2M |
| Klingman & Associates, LLC | 1.63% | Add +0.8% | 346,152 | $26.7M |
| First National Trust Co | 1.06% | Reduce -4.7% | 340,995 | $26.3M |
| Mercer Global Advisors Inc. | 0.06% | Add +53.9% | 333,870 | $25.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +39.7% | 329,148 | $25.4M |
| Equitable Holdings, Inc. | 0.21% | Reduce -0.3% | 290,591 | $22.4M |
| GHP Investment Advisors, Inc. | 1.02% | Add +0.6% | 275,305 | $21.2M |
| Convergence Financial, LLC | 4.05% | Add +0.8% | 267,771 | $20.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.6% | 261,025 | $20.1M |
| Clark Capital Management Group, Inc. | 0.14% | Add +34.3% | 255,331 | $19.7M |
| Cetera Investment Advisers | 0.04% | Add +20.3% | 249,664 | $19.2M |
| Confluence Investment Management LLC | 0.27% | Reduce -3.2% | 243,860 | $18.8M |
| HighTower Advisors, LLC | 0.03% | Add +3.1% | 242,170 | $18.7M |
| Asset Dedication, LLC | 1.41% | Reduce -18.5% | 226,016 | $17.4M |
| Rodgers & Associates, LTD | 2.03% | Add +2.3% | 216,093 | $16.6M |
| ERn Financial, LLC | 2.56% | Reduce -0.8% | 210,160 | $16.2M |
| Avior Wealth Management, LLC | 0.59% | Add +0.5% | 201,976 | $15.6M |
| IHT Wealth Management, LLC | 0.46% | Reduce -33.3% | 189,110 | $14.6M |
| KWB Wealth | 1.74% | Reduce -5.2% | 180,099 | $14.4M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -67.3% | 185,320 | $14.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -7.8% | 169,428 | $13.1M |
| Marathon Mission, Inc. | 8.40% | Reduce -1.3% | 155,855 | $12.0M |
| McAdam, LLC | 0.74% | Reduce -6.2% | 155,544 | $12.0M |
| Foundations Investment Advisors, LLC | 0.21% | Add +5.5% | 148,497 | $11.4M |
| Signet Financial Management, LLC | 1.54% | Reduce -12.4% | 147,720 | $11.4M |
| Cwm, LLC | 0.04% | Add +6.9% | 142,507 | $11.0M |
| Balanced Wealth Group LLC | 5.27% | Reduce -0.9% | 141,552 | $10.9M |
| Cary Street Partners Financial LLC | 0.33% | Reduce -5.8% | 134,504 | $10.4M |
| Private Wealth Management Group, LLC | 3.80% | Reduce -0.0% | 133,666 | $10.3M |
| Mariner, LLC | 0.02% | Add +9.8% | 125,842 | $9.7M |
| Townsquare Capital LLC | 0.10% | Add +3.5% | 123,296 | $9.5M |
| Alesco Advisors, LLC, An ESL Co | 0.29% | Reduce -1.0% | 119,404 | $9.2M |
| JNBA Financial Advisors | 0.94% | Reduce -7.0% | 117,815 | $9.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.4% | 114,350 | $8.8M |
| Jones Financial Companies LLLP | 0.01% | Add +25.5% | 106,172 | $8.1M |
| Prestige Wealth Management Group LLC | 1.60% | Add +21.3% | 97,057 | $7.5M |
| Total Wealth Planning, LLC | 1.13% | Reduce -2.3% | 95,523 | $7.4M |
| Rockbridge Investment Management, LCC | 0.85% | Reduce -5.0% | 93,046 | $7.2M |
| WealthShield Partners, LLC | 0.91% | Add +0.7% | 91,552 | $7.1M |
| WCG Wealth Advisors LLC | 0.52% | Reduce -11.5% | 88,705 | $6.8M |
| Avantax Advisory Services, Inc. | 0.04% | Add +4.6% | 88,008 | $6.8M |
| Osaic Holdings, Inc. | 0.01% | Reduce -26.8% | 86,204 | $6.6M |
| MML Investors Services, LLC | 0.02% | Add +510.3% | 81,889 | $6.3M |
| Capital Wealth Management, LLC | 2.59% | Add +16.3% | 81,071 | $6.2M |
| Sage Financial Group Inc. | 0.48% | Reduce -1.4% | 76,374 | $5.9M |
| Diligent Investors, LLC | 1.43% | Reduce -10.8% | 76,320 | $5.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -62.2% | 74,658 | $5.8M |
| Councilor Wealth, LLC | 2.86% | Reduce -6.3% | 74,261 | $5.7M |
| Private Advisor Group, LLC | 0.03% | Add +13.0% | 71,187 | $5.5M |
| Pathstone Holdings, LLC | 0.02% | No change | 69,290 | $5.3M |
| Bank of America Corp. | 0.00% | Add +0.1% | 68,227 | $5.3M |
| Royal Bank of Canada | 0.00% | Reduce -5.7% | 67,995 | $5.2M |
| Signature Estate & Investment Advisors LLC | 0.13% | Add +40.8% | 66,277 | $5.1M |
| Koss-Olinger Consulting, LLC | 0.42% | Reduce -1.4% | 65,292 | $5.0M |
| Marotta Asset Management | 0.91% | Add +5.7% | 58,408 | $4.6M |
| Freedom Investment Management, Inc. | 0.39% | Reduce -7.3% | 60,163 | $4.6M |
| IAG Wealth Partners, LLC | 0.69% | Reduce -2.0% | 57,701 | $4.4M |
| Gladstone Institutional Advisory LLC | 0.20% | Add +0.5% | 56,824 | $4.4M |
| RTD Financial Advisors, Inc. | 0.58% | Reduce -4.7% | 55,716 | $4.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -1.3% | 55,250 | $4.3M |
| Waller Financial Planning Group, Inc. | 1.14% | Reduce -25.6% | 52,612 | $4.1M |
| Canandaigua National Trust Co of Florida | 3.51% | Add +2.1% | 51,684 | $4.0M |
| Modera Wealth Management, LLC | 0.05% | Add +0.1% | 50,426 | $3.9M |
| Bailard, Inc. | 0.10% | Reduce -0.6% | 49,203 | $3.8M |
| UBS Group AG | 0.00% | Reduce -4.5% | 48,258 | $3.7M |
| Chicago Partners Investment Group LLC | 0.12% | Add +19.7% | 46,998 | $3.5M |
| Montz Harcus Wealth Management LLC | 1.87% | Add +4.3% | 44,352 | $3.4M |
| Citadel Advisors | 0.00% | Reduce -41.5% | 43,564 | $3.4M |
| Koshinski Asset Management, Inc. | 0.28% | Reduce -4.9% | 42,885 | $3.3M |
| Geneos Wealth Management Inc. | 0.11% | Reduce -0.6% | 41,048 | $3.2M |
| Wealthcare Advisory Partners LLC | 0.08% | Add +6.7% | 38,393 | $3.0M |
| Garden State Investment Advisory Services LLC | 0.93% | Reduce -35.5% | 37,501 | $2.9M |
| EP Wealth Advisors, LLC | 0.02% | Reduce -52.3% | 37,163 | $2.9M |
| Moneco Advisors, LLC | 0.29% | Add +67.7% | 36,095 | $2.8M |
| Principal Securities, Inc. | 0.06% | No change | 34,330 | $2.8M |
| Rialto Wealth Management, LLC | 0.82% | Reduce -3.0% | 34,041 | $2.6M |
| Kingswood Wealth Advisors, LLC | 0.23% | Add +11.8% | 32,519 | $2.5M |
| Captrust Financial Advisors | 0.01% | Reduce -7.3% | 32,419 | $2.5M |
| Lodestar Private Asset Management LLC | 0.31% | Reduce -7.7% | 32,384 | $2.5M |
| Occidental Asset Management, LLC | 0.37% | Add +3.5% | 31,932 | $2.5M |
| Perennial Investment Advisors, LLC | 0.28% | Reduce -13.1% | 31,749 | $2.4M |
| Susquehanna International Group, LLP | 0.00% | Reduce -96.8% | 31,695 | $2.4M |
| Brookstone Capital Management | 0.03% | Add +53.6% | 30,110 | $2.3M |
| Courage Miller Partners, LLC | 0.78% | Add +3.0% | 29,706 | $2.3M |
| GTS Securities LLC | 0.09% | New | 28,287 | $2.2M |
| Truist Financial Corp. | 0.00% | Add +33.6% | 27,595 | $2.1M |
| Ignite Planners, LLC | 0.40% | Reduce -7.9% | 27,988 | $2.1M |
| Merit Financial Group, LLC | 0.03% | Reduce -55.4% | 25,297 | $1.9M |
| Shum Financial Group, Inc. | 1.66% | Add +4.4% | 24,928 | $1.9M |
| Focus Partners Advisor Solutions, LLC | 0.03% | Reduce -8.7% | 24,787 | $1.9M |
| Kingsview Wealth Management, LLC | 0.04% | Reduce -2.2% | 24,559 | $1.9M |
| Barden Capital Management, Inc. | 1.68% | Add +1.6% | 24,462 | $1.9M |
| Aptus Capital Advisors, LLC | 0.02% | Reduce -8.8% | 23,813 | $1.8M |
| Financial Guidance Group, Inc. | 0.98% | Reduce -9.1% | 23,659 | $1.8M |
| Courier Capital LLC | 0.11% | Add +0.7% | 22,717 | $1.8M |
| Florida Financial Advisors, LLC | 0.69% | Add +64.6% | 23,576 | $1.7M |
| Farther Finance Advisors, LLC | 0.04% | Add +8.7% | 22,265 | $1.7M |
| Fidelis Capital Partners, LLC | 0.18% | Add +2.4% | 23,114 | $1.7M |
| Stevens Capital Partners | 0.79% | Add +20.9% | 21,919 | $1.7M |
| Capital Analysts, LLC | 0.06% | Add +8040.5% | 21,328 | $1.6M |
| Park Avenue Securities LLC | 0.02% | Add +78.0% | 21,223 | $1.6M |
| Wealthspire Advisors, LLC | 0.01% | Add +29.9% | 20,543 | $1.6M |
| Juncture Wealth Strategies, LLC | 0.61% | Reduce -3.6% | 20,470 | $1.6M |
| Smith Anglin Financial, LLC | 0.16% | Reduce -4.5% | 20,066 | $1.5M |
| Omega Financial Group, LLC | 0.59% | Reduce -4.8% | 19,848 | $1.5M |
| Mgo One Seven LLC | 0.06% | Add +4.5% | 19,824 | $1.5M |
| Brady Martz Wealth Solutions, LLC | 0.34% | Reduce -11.3% | 19,758 | $1.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.3% | 19,589 | $1.5M |
| Great Valley Advisor Group, Inc. | 0.03% | Add +0.3% | 19,358 | $1.5M |
| Cambridge Financial Group, LLC | 0.62% | Add +4.2% | 19,115 | $1.5M |
| CX Institutional | 0.05% | Add +29.8% | 18,859 | $1.5M |
| Creative Planning | 0.00% | Add +6.8% | 18,789 | $1.4M |
| Collective Family Office LLC | 0.39% | Add +12.2% | 18,495 | $1.4M |
| Renaissance Technologies | 0.00% | Add +177.3% | 18,300 | $1.4M |
| Stratos Wealth Advisors, LLC | 0.08% | Reduce -3.3% | 18,261 | $1.4M |
| IMC-Chicago, LLC | 0.05% | New | 18,260 | $1.4M |
| CWA Asset Management Group, LLC | 0.07% | New | 18,106 | $1.4M |
| IFG Advisory, LLC | 0.08% | Add +1.5% | 17,780 | $1.4M |
| Acorn Financial Advisory Services Inc. | 0.24% | Reduce -3.0% | 17,295 | $1.3M |
| Payne Capital Management, LLC | 0.56% | Reduce -2.1% | 16,978 | $1.3M |
| Visionary Wealth Advisors | 0.08% | Reduce -4.1% | 16,840 | $1.3M |
| Pure Financial Advisors, LLC | 0.03% | Reduce -3.5% | 16,674 | $1.3M |
| Orion Porfolio Solutions, LLC | 0.01% | Reduce -12.4% | 16,667 | $1.3M |
| Orion Portfolio Solutions, LLC | 0.01% | Reduce -12.4% | 16,667 | $1.3M |
| Salomon & Ludwin, LLC | 0.13% | Add +16.0% | 15,967 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.8% | 15,637 | $1.2M |
| LTG Capital LLC | 1.07% | Reduce -0.6% | 15,259 | $1.2M |
| HF Advisory Group, LLC | 0.51% | Add +8.9% | 15,233 | $1.2M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +202.6% | 14,257 | $1.1M |
| Cary Street Partners Investment Advisory LLC | 0.62% | Add +1.8% | 13,978 | $1.1M |
| MAI Capital Management | 0.01% | Reduce -6.2% | 13,915 | $1.1M |
| American Financial & Tax Strategies Inc. | 0.57% | Add +0.8% | 13,848 | $1.1M |
| Elevation Point Wealth Partners, LLC | 0.09% | Reduce -0.1% | 13,756 | $1.1M |
| Focus Partners Wealth | 0.00% | Reduce -21.8% | 13,567 | $1.0M |
| Allworth Financial LP | 0.01% | Reduce -5.2% | 13,844 | $1.0M |
| Lewis Asset Management, LLC | 0.84% | Reduce -0.3% | 13,188 | $1.0M |
| Prime Capital Investment Advisors, LLC | 0.01% | Add +335.7% | 12,854 | $990K |
| HFG Advisors, Inc. | 0.85% | Reduce -1.8% | 12,840 | $989K |
| Silver Oak Securities, Incorporated | 0.09% | Add +21.3% | 12,622 | $968K |
| SFG Wealth Management, LLC. | 0.47% | New | 12,526 | $965K |
| Cape Investment Advisory, Inc. | 0.37% | Reduce -0.6% | 12,211 | $941K |
| Weinberger Asset Management, Inc | 0.39% | Reduce -6.4% | 11,813 | $910K |
| Krilogy Financial LLC | 0.06% | Reduce -3.5% | 11,751 | $905K |
| Commonwealth Financial Services, LLC | 0.18% | Reduce -0.2% | 11,677 | $900K |
| Bill Few Associates, Inc. | 0.32% | Add +3.3% | 11,473 | $884K |
| Keystone Financial Group | 0.09% | Add +1.1% | 10,848 | $836K |
| MidAtlantic Capital Management, Inc. | 0.65% | No change | 10,815 | $833K |
| Fiduciary Alliance LLC | 0.08% | Add +17.6% | 10,793 | $832K |
| Invera Wealth Advisors, LLC | 0.53% | Add +0.7% | 10,721 | $826K |
| Wambolt & Associates, LLC | 0.28% | Reduce -3.0% | 10,527 | $813K |
| Good Life Advisors, LLC | 0.06% | Add +1.4% | 10,448 | $805K |
| Milestone Asset Management Group, LLC | 0.72% | Add +1.9% | 10,278 | $792K |
| Portside Wealth Group, LLC | 0.12% | Add +5.8% | 9,791 | $754K |
| TAGStone Capital, Inc. | 0.36% | Add +2.6% | 9,622 | $741K |
| Pacific Sun Financial Corp | 0.40% | Add +0.8% | 9,194 | $708K |
| Advance Capital Management, Inc. | 0.03% | No change | 9,091 | $700K |
| Elevated Capital Advisors, LLC | 0.19% | Reduce -1.6% | 8,992 | $693K |
| Eclectic Associates Inc. | 0.18% | Reduce -5.1% | 8,955 | $690K |
| Atria Investments, Inc | 0.01% | Reduce -15.0% | 8,506 | $655K |
| LexAurum Advisors, LLC | 0.12% | Add +0.7% | 8,364 | $644K |
| Johnson Investment Counsel Inc. | 0.01% | No change | 8,350 | $643K |
| FMR LLC | 0.00% | Add +17.9% | 8,320 | $641K |
| Broadview Financial Management, LLC | 0.48% | Reduce -2.9% | 8,287 | $639K |
| Tounjian Advisory Partners, LLC | 0.12% | — | 8,004 | $617K |
| SOL Capital Management CO | 0.07% | No change | 7,800 | $601K |
| Wrapmanager Inc. | 0.16% | Reduce -0.3% | 7,680 | $592K |
| KPP Advisory Services LLC | 0.11% | Add +5.4% | 7,654 | $590K |
| Everhart Financial Group, Inc. | 0.08% | Add +2.4% | 7,441 | $573K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -5.4% | 7,247 | $558K |
| Insight Advisors, LLC/ PA | 0.10% | Add +8.8% | 7,120 | $549K |
| Fortis Capital Advisors, LLC | 0.11% | New | 7,023 | $541K |
| Belpointe Asset Management LLC | 0.03% | New | 7,023 | $541K |
| SJS Investment Consulting Inc. | 0.09% | No change | 7,000 | $539K |
| PFG Advisors | 0.03% | Reduce -3.1% | 6,968 | $537K |
| Arq Wealth Advisors, LLC | 0.20% | No change | 6,959 | $536K |
| Stonebridge Financial Group, LLC | 0.06% | No change | 6,934 | $534K |
| B&D White Capital Company, LLC | 0.08% | Reduce -72.7% | 6,852 | $528K |
| OneAscent Financial Services LLC | 0.03% | Add +8.2% | 6,748 | $521K |
| Falcon Wealth Planning | 0.06% | Add +0.3% | 6,612 | $509K |
| Texas Yale Capital Corp. | 0.02% | Add +132.7% | 6,575 | $507K |
| Sharper & Granite LLC | 0.21% | Add +0.5% | 6,570 | $506K |
| Financial Network Wealth Advisors LLC | 0.66% | Add +13.7% | 6,563 | $506K |
| Sterling Financial Planning, Inc. | 0.18% | Add +0.0% | 6,517 | $502K |
| CCG Wealth Management, LLC | 0.30% | Add +27.5% | 6,445 | $497K |
| NewEdge Advisors, LLC | 0.00% | Add +3.6% | 6,395 | $493K |
| Strategic Financial Concepts, LLC | 0.09% | Add +3.0% | 6,173 | $476K |
| BlackRock, Inc. | 0.00% | No change | 6,166 | $475K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -5.5% | 5,942 | $458K |
| Crescent Grove Advisors, LLC | 0.05% | No change | 5,864 | $452K |
| Silverlake Wealth Management LLC | 0.17% | Add +9.8% | 5,794 | $446K |
| Meridian Financial Advisors, LLC | 0.31% | No change | 5,763 | $444K |
| WealthPLAN Partners, LLC | 0.06% | Reduce -17.2% | 5,762 | $444K |
| Meridian Wealth Management, LLC | 0.02% | Reduce -0.1% | 5,727 | $441K |
| Sensible Money, LLC | 0.19% | No change | 5,702 | $439K |
| Comerica Bank | 0.00% | Reduce -6.1% | 5,685 | $438K |
| Financial Advocates Investment Management | 0.03% | Add +12.9% | 5,593 | $431K |
| Topsail Wealth Management, LLC | 0.09% | Add +11.3% | 5,558 | $426K |
| IFP Advisors, Inc | 0.01% | Reduce -0.8% | 5,525 | $426K |
| Fifth Third Securities, Inc. | 0.04% | Reduce -1.4% | 5,378 | $414K |
| Swmg, LLC | 0.16% | Reduce -13.3% | 5,636 | $414K |
| Orin Green Financial, LLC | 0.19% | New | 5,892 | $413K |
| Integrated Wealth Concepts LLC | 0.00% | Reduce -85.8% | 5,350 | $412K |
| Joseph Group Capital Management | 0.16% | Reduce -2.4% | 5,280 | $407K |
| LongView Wealth Management | 0.12% | Reduce -23.1% | 5,209 | $401K |
| Staley Capital Advisers Inc. | 0.02% | No change | 5,111 | $394K |
| Trueblood Wealth Management, LLC | 0.18% | Add +5.4% | 5,104 | $393K |
| Burt Wealth Advisors | 0.10% | Add +0.2% | 5,052 | $389K |
| Friday Financial | 0.23% | Add +3.5% | 4,922 | $385K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -12.6% | 4,976 | $383K |
| Two Sigma Investments, LP | 0.00% | New | 4,900 | $378K |
| KMG Fiduciary Partners, LLC | 0.03% | No change | 4,848 | $374K |
| Independent Advisor Alliance | 0.01% | Reduce -90.0% | 4,795 | $369K |
| ProVise Management Group, LLC | 0.03% | Reduce -3.4% | 4,792 | $369K |
| Csenge Advisory Group | 0.02% | Reduce -27.7% | 5,146 | $368K |
| Fort Point Capital Partners LLC | 0.04% | Add +0.2% | 4,762 | $367K |
| Western Wealth Management, LLC | 0.02% | Add +73.7% | 4,629 | $357K |
| Condor Capital Management | 0.03% | Add +0.0% | 4,627 | $357K |
| Bank of New York Mellon Corp | 0.00% | Reduce -13.3% | 4,609 | $355K |
| Wallace Advisory Group, LLC | 0.24% | Reduce -3.0% | 4,397 | $353K |
| Avant Capital LLC | 0.29% | Reduce -0.0% | 4,509 | $347K |
| Apeiron RIA LLC | 0.10% | Reduce -0.8% | 4,502 | $347K |
| Brown Advisory Inc. | 0.00% | Reduce -1.0% | 4,482 | $345K |
| Acas, LLC | 0.26% | Reduce -8.8% | 4,668 | $345K |
| Ameritas Advisory Services, LLC | 0.01% | Add +0.6% | 4,291 | $344K |
| Centennial Wealth Advisory LLC | 0.12% | Reduce -75.3% | 4,387 | $338K |
| Inspirion Wealth Advisors, LLC | 0.05% | Reduce -51.1% | 4,313 | $332K |
| Capital Advisory Group Advisory Services, LLC | 0.12% | Reduce -6.0% | 4,160 | $321K |
| Flagstar Securities, Inc. | 0.08% | Add +34.1% | 4,146 | $319K |
| Acorn Wealth Advisors, LLC | 0.13% | Add +0.2% | 4,059 | $313K |
| Measured Wealth Private Client Group, LLC | 0.10% | Reduce -0.1% | 3,986 | $307K |
| Rehmann Capital Advisory Group | 0.02% | Add +3.1% | 3,946 | $304K |
| Centerpoint Advisors, LLC | 0.11% | No change | 3,924 | $302K |
| Norden Group LLC | 0.03% | Reduce -2.2% | 3,911 | $301K |
| Drive Wealth Management, LLC | 0.07% | Reduce -6.2% | 3,800 | $293K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -21.3% | 3,740 | $288K |
| AQR Capital Management | 0.00% | Add +38.4% | 3,563 | $275K |
| Advisor OS, LLC | 0.03% | New | 3,545 | $273K |
| &partners | 0.00% | Reduce -25.6% | 3,540 | $271K |
| Quadcap Wealth Management, LLC | 0.04% | No change | 3,456 | $266K |
| Alta Wealth Advisors LLC | 0.12% | Reduce -0.6% | 3,423 | $264K |
| Burney Co./ | 0.01% | New | 3,410 | $263K |
| Moloney Securities Asset Management, LLC | 0.04% | Add +27.4% | 3,408 | $263K |
| Schneider Downs Wealth Management Advisors, LP | 0.05% | No change | 3,395 | $262K |
| Certior Financial Group, LLC | 0.21% | Reduce -25.4% | 3,293 | $254K |
| KDK Private Wealth Management, LLC | 0.29% | Reduce -3.5% | 3,276 | $252K |
| Retirement Planning Group, LLC | 0.01% | Reduce -23.8% | 3,243 | $250K |
| Private Trust Co. NA | 0.03% | Reduce -43.3% | 3,226 | $249K |
| Beaumont Financial Advisors, LLC | 0.02% | No change | 3,189 | $246K |
| Blair William & Co. | 0.00% | No change | 3,186 | $245K |
| Persium Advisors, LLC | 0.23% | No change | 3,175 | $245K |
| Summit Investment Advisory Services, LLC | 0.12% | Reduce -4.4% | 3,159 | $243K |
| NTV Asset Management LLC | 0.03% | Reduce -19.3% | 3,095 | $238K |
| Essex Financial Services, Inc. | 0.02% | No change | 3,090 | $238K |
| Destiny Capital Corp | 0.16% | Reduce -1.4% | 3,065 | $236K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -2.1% | 3,048 | $235K |
| Cornerstone Wealth Management, LLC | 0.02% | Reduce -4.1% | 2,995 | $231K |
| CENTRAL TRUST Co | 0.01% | Reduce -3.7% | 2,990 | $230K |
| Motive Wealth Advisors | 0.12% | Reduce -9.2% | 2,912 | $224K |
| Redhawk Wealth Advisors, Inc. | 0.03% | Add +0.3% | 2,872 | $221K |
| German American Bancorp, Inc. | 0.02% | No change | 2,823 | $218K |
| Rockwood Wealth Management, LLC | 0.02% | New | 2,782 | $214K |
| Embree Financial Group | 0.04% | No change | 2,759 | $213K |
| Gibbs Wealth Management | 0.05% | New | 2,748 | $212K |
| Urban Financial Advisory Corp | 0.12% | Reduce -3.0% | 2,741 | $211K |
| Vance Wealth, LLC | 0.08% | Add +1.5% | 2,739 | $211K |
| Aviso Wealth Management | 0.11% | Reduce -0.8% | 2,732 | $211K |
| Goldstein Advisors, LLC | 0.03% | Reduce -0.2% | 2,706 | $208K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.2% | 2,695 | $208K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 2,665 | $205K |
| Appleton Partners Inc. | 0.02% | Reduce -0.9% | 2,648 | $204K |
| ABLE Financial Group, LLC | 0.06% | Reduce -26.3% | 2,637 | $203K |
| Somerset Trust Co | 0.07% | Reduce -4.3% | 2,616 | $202K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 2,357 | $182K |
| DHJJ Financial Advisors, Ltd. | 0.07% | No change | 2,285 | $176K |
| Tradewinds Capital Management, LLC | 0.05% | Add +0.3% | 2,283 | $176K |
| Sachetta, LLC | 0.07% | Add +0.7% | 2,078 | $160K |
| Iron Horse Wealth Management, LLC | 0.05% | Reduce -0.9% | 1,886 | $145K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -40.3% | 1,684 | $130K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.2% | 1,518 | $117K |
| Pinnacle Bancorp, Inc. | 0.04% | Reduce -6.7% | 1,510 | $116K |
| Bellwether Advisors, LLC | 0.02% | No change | 1,183 | $91K |
| Smartleaf Asset Management LLC | 0.01% | Add +3903.8% | 1,041 | $80K |
| UMB Bank, n.a. | 0.00% | No change | 978 | $75K |
| Tower View Wealth Management LLC | 0.04% | Add +542.4% | 970 | $75K |
| O'shaughnessy Asset Management, LLC | 0.00% | Add +184.9% | 852 | $66K |
| AdvisorNet Financial, Inc | 0.00% | No change | 818 | $63K |
| Compass Financial Services Inc | 0.03% | New | 817 | $63K |
| Centricity Wealth Management, LLC | 0.05% | No change | 741 | $57K |
| Smithfield Trust Co | 0.00% | No change | 700 | $54K |
| CoreCap Advisors, LLC | 0.00% | No change | 644 | $50K |
| Creative Financial Designs Inc. | 0.00% | No change | 635 | $49K |
| Jackson, Grant Investment Advisers, Inc. | 0.02% | Add +0.3% | 624 | $48K |
| US Bancorp \de | 0.00% | Reduce -39.6% | 577 | $44K |
| Crews Bank & Trust | 0.01% | No change | 565 | $44K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -0.9% | 562 | $43K |
| Ballast Advisors LLC | 0.01% | No change | 531 | $41K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 504 | $39K |
| MJT & Associates Financial Advisory Group, Inc. | 0.04% | — | 499 | $38K |
| JFS Wealth Advisors, LLC | 0.00% | Add +0.4% | 476 | $37K |
| Millstone Evans Group, LLC | 0.02% | No change | 452 | $35K |
| Tucker Asset Management LLC | 0.01% | No change | 406 | $31K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 452 | $30K |
| Versant Capital Management, Inc | 0.00% | New | 333 | $26K |
| Wood Tarver Financial Group, LLC | 0.01% | No change | 332 | $26K |
| Princeton Global Asset Management LLC | 0.01% | Reduce -27.9% | 326 | $25K |
| Copia Wealth Management | 0.02% | No change | 310 | $24K |
| Tidemark, LLC | 0.01% | Reduce -41.7% | 310 | $24K |
| Front Row Advisors LLC | 0.01% | No change | 300 | $23K |
| Assetmark, Inc. | 0.00% | Reduce -5.8% | 291 | $22K |
| Family Capital Trust Co | 0.01% | Add +11.9% | 281 | $22K |
| Key Financial Inc | 0.00% | No change | 274 | $21K |
| Lanark Financial, Inc. | 0.00% | — | 274 | $21K |
| Bristlecone Advisors, LLC | 0.00% | No change | 266 | $20K |
| ROSS\JOHNSON & Associates LLC | 0.34% | New | 260 | $20K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.4% | 232 | $18K |
| MassMutual Private Wealth & Trust, FSB | 0.00% | Reduce -34.8% | 229 | $18K |
| Manchester Capital Management LLC | 0.00% | No change | 228 | $18K |
| Bfsg, LLC | 0.00% | No change | 223 | $17K |
| TD Capital Management LLC | 0.00% | Add +0.5% | 216 | $17K |
| Future Financial Wealth Managment LLC | 0.01% | No change | 210 | $16K |
| Cherry Tree Wealth Management, LLC | 0.00% | No change | 209 | $16K |
| Beacon Capital Management, LLC | 0.00% | Add +0.5% | 192 | $15K |
| SouthState Bank Corp | 0.00% | New | 180 | $14K |
| Clearstead Trust, LLC | 0.00% | No change | 177 | $14K |
| Nova Wealth Management, Inc. | 0.01% | New | 168 | $13K |
| N.E.W. Advisory Services LLC | 0.00% | New | 158 | $12K |
| Allspring Global Investments Holdings, LLC | 0.00% | New | 154 | $12K |
| Stephens Consulting, LLC | 0.00% | No change | 151 | $12K |
| Abound Financial, LLC | 0.01% | New | 145 | $11K |
| Sunbelt Securities, Inc. | 0.00% | Reduce -55.6% | 138 | $11K |
| Hughes Financial Services, LLC | 0.00% | New | 129 | $10K |
| Russell Investments Group, Ltd. | 0.00% | Add +309.7% | 127 | $10K |
| Thompson Investment Management, Inc. | 0.00% | No change | 125 | $10K |
| Arax Advisory Partners | 0.00% | Add +0.9% | 114 | $9K |
| Realta Investment Advisors | 0.00% | New | 102 | $8K |
| Provenance Wealth Advisors, LLC | 0.00% | New | 100 | $8K |
| Ancora Advisors LLC | 0.00% | Reduce -50.0% | 100 | $8K |
| Howe & Rusling Inc. | 0.00% | New | 93 | $7K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 83 | $6K |
| Valley National Advisers Inc. | 0.00% | No change | 76 | $5K |
| Crewe Advisors LLC | 0.00% | No change | 63 | $5K |
| Capital A Wealth Management, LLC | 0.00% | Add +177.3% | 61 | $5K |
| Robinswood Financial LLC | 0.00% | No change | 56 | $4K |
| FWL Investment Management, LLC | 0.00% | Reduce -66.4% | 45 | $3K |
| Legacy Wealth Managment, LLC | 0.00% | No change | 40 | $3K |
| Simplex Trading, LLC | 0.00% | New | 45 | $3K |
| Cedar Mountain Advisors, LLC | 0.00% | No change | 26 | $2K |
| Costello Asset Management, INC | 0.00% | New | 25 | $2K |
| Ameriflex Group, Inc. | 0.00% | No change | 25 | $2K |
| Archer Investment Corp | 0.00% | No change | 23 | $2K |
| Wilmington Savings Fund Society, FSB | 0.00% | Reduce -99.2% | 21 | $2K |
| Continuum Advisory, LLC | 0.00% | No change | 14 | $1K |
| Coldstream Capital Management Inc. | 0.00% | New | 9 | $713 |
| Citigroup Inc. | 0.00% | Reduce -52.6% | 9 | $693 |
| Tompkins Financial Corp. | 0.00% | Reduce -20.0% | 4 | $308 |
| Blue Trust, Inc. | 0.00% | New | 4 | $308 |
| BNP Paribas Financial Markets | 0.00% | No change | 2 | $154 |
| Sound Income Strategies, LLC | 0.00% | No change | 1 | $77 |
| Provident Wealth Management, LLC | 0.00% | No change | 1 | $77 |
"% 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.