SPDR SERIES TRUST - MDYV

Sector: Funds · Industry: ETF / Fund

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Company profile

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Q4 2025 · Q3 2025

Value (USD)

Total reported value ($000)

$1.876B

QoQ value delta ($000)

+$37.92M (+2.06%)

Implied price effect (QoQ)

+1.9%

Total shares

22,078,762

QoQ shares delta

+34,850 (+0.16%)

Total shares held by funds (by quarter)

Interactive chart by TradingView.

Top 25 only Full list

Early Q1 2026 data: only 5 institutional holders reported so far. More will appear as funds file with the SEC.

Manager	Value ($000)	Shares	% of 13F
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	181,403	2,064,689	0.25%
NorthRock Partners, LLC	110,355	1,303,671	1.86%
Financial Engines Advisors L.L.C.	106,157	1,254,079	0.2%
LPL Financial LLC	89,191	1,053,654	0.02%
Avantax Planning Partners, Inc.	75,629	893,442	2.12%
AE Wealth Management LLC	72,697	858,798	0.42%
Lutz Financial Services LLC	66,318	783,438	4.51%
MORGAN STANLEY	54,470	643,475	0.0%
FAS Wealth Partners, Inc.	51,707	610,840	3.34%
TIAA TRUST, NATIONAL ASSOCIATION	45,008	531,704	0.11%
WELLS FARGO & COMPANY/MN	40,157	474,394	0.01%
CANANDAIGUA NATIONAL BANK & TRUST CO	34,433	406,771	3.09%
Cetera Investment Advisers	32,275	381,286	0.04%
Klingman & Associates, LLC	31,418	371,154	1.52%
First Pacific Financial	31,299	369,750	4.09%
FIRST NATIONAL TRUST CO	30,592	361,397	1.02%
HighTower Advisors, LLC	26,572	313,909	0.03%
Convergence Financial, LLC	25,933	306,362	3.78%
Equitable Holdings, Inc.	25,079	296,276	0.17%
GHP Investment Advisors, Inc.	23,840	281,638	0.98%
STIFEL FINANCIAL CORP	21,570	254,811	0.02%
WCG Wealth Advisors LLC	20,385	240,820	0.57%
JONES FINANCIAL COMPANIES LLLP	19,777	233,634	0.01%
GOLDMAN SACHS GROUP INC	19,682	232,520	0.0%
Asset Dedication, LLC	19,665	232,310	1.29%