# SPDR SERIES TRUST (MDYV)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/MDYV/

- Reporting holders: 38
- Reported value: $96.3M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [CANANDAIGUA NATIONAL BANK & TRUST CO](https://holderbook.com/funds/1074266-canandaigua-national-bank-trust-co/) | $31.0M | 350,786 | 2.7% | 9 |
| [Marathon Mission, Inc.](https://holderbook.com/funds/1987261-marathon-mission-inc/) | $11.2M | 126,233 | 5.6% | 14 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $8.6M | 96,811 | 0.1% | 16 |
| [Councilor Wealth, LLC](https://holderbook.com/funds/2052759-councilor-wealth-llc/) | $4.9M | 55,389 | 2.0% | 12 |
| [RTD Financial Advisors, Inc.](https://holderbook.com/funds/1810555-rtd-financial-advisors-inc/) | $4.3M | 48,988 | 0.5% | 20 |
| [SACKS & ASSOCIATES, LLC](https://holderbook.com/funds/2145868-sacks-associates-llc/) | $3.9M | 43,501 | 2.7% | 4 |
| [Montz Harcus Wealth Management LLC](https://holderbook.com/funds/1918613-montz-harcus-wealth-management-llc/) | $3.7M | 42,231 | 1.3% | 16 |
| [Marotta Asset Management](https://holderbook.com/funds/1802091-marotta-asset-management/) | $3.4M | 38,580 | 0.6% | 27 |
| [Canandaigua National Trust Co of Florida](https://holderbook.com/funds/1471384-canandaigua-national-trust-co-of-florida/) | $3.2M | 36,123 | 1.8% | 8 |
| [Bill Few Associates, Inc.](https://holderbook.com/funds/1914644-bill-few-associates-inc/) | $3.2M | 36,085 | 0.7% | 16 |
| [Barden Capital Management, Inc.](https://holderbook.com/funds/1906798-barden-capital-management-inc/) | $2.4M | 26,842 | 2.2% | 20 |
| [WALLER FINANCIAL PLANNING GROUP, INC](https://holderbook.com/funds/1736079-waller-financial-planning-group-inc/) | $2.2M | 24,656 | 0.4% | 32 |
| [Friday Financial](https://holderbook.com/funds/2048792-friday-financial/) | $2.1M | 23,863 | 0.4% | 8 |
| [Cambridge Financial Group, LLC](https://holderbook.com/funds/2085256-cambridge-financial-group-llc/) | $1.8M | 18,681 | 0.6% | 12 |
| [Prism Advisors, Inc.](https://holderbook.com/funds/1717027-prism-advisors-inc/) | $1.7M | 18,645 | 0.4% | 6 |
| [COLLECTIVE FAMILY OFFICE LLC](https://holderbook.com/funds/1845066-collective-family-office-llc/) | $1.6M | 17,931 | 0.3% | 12 |
| [HF Advisory Group, LLC](https://holderbook.com/funds/1963169-hf-advisory-group-llc/) | $1.5M | 17,221 | 0.5% | 16 |
| [TITLEIST ASSET MANAGEMENT, LLC](https://holderbook.com/funds/1977759-titleist-asset-management-llc/) | $711.7K | 8,041 | 0.0% | 6 |
| [Stonebridge Financial Group, LLC](https://holderbook.com/funds/2009367-stonebridge-financial-group-llc/) | $582.1K | 6,577 | 0.0% | 8 |
| [JUNCTURE WEALTH STRATEGIES, LLC](https://holderbook.com/funds/1632866-juncture-wealth-strategies-llc/) | $559.9K | 6,326 | 0.1% | 26 |
| [Everhart Financial Group, Inc.](https://holderbook.com/funds/1852858-everhart-financial-group-inc/) | $551.1K | 6,226 | 0.0% | 24 |
| [ECLECTIC ASSOCIATES INC /ADV](https://holderbook.com/funds/743482-eclectic-associates-inc-adv/) | $526.4K | 5,947 | 0.1% | 24 |
| [Balefire, LLC](https://holderbook.com/funds/1750924-balefire-llc/) | $494.2K | 5,583 | 0.1% | 5 |
| [INSPIRION WEALTH ADVISORS, LLC](https://holderbook.com/funds/1633448-inspirion-wealth-advisors-llc/) | $348.1K | 3,933 | 0.0% | 17 |
| [Apeiron RIA LLC](https://holderbook.com/funds/1801846-apeiron-ria-llc/) | $346.6K | 3,877 | 0.1% | 16 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 38 | $96.3M |
| Q2 2026 | 385 | $2.1B |
| Q1 2026 | 377 | $1.8B |
| Q4 2025 | 385 | $1.9B |
| Q3 2025 | 366 | $1.9B |
| Q2 2025 | 382 | $1.8B |
| Q1 2025 | 375 | $1.8B |
| Q4 2024 | 378 | $2.4B |
| Q3 2024 | 355 | $2.1B |
| Q2 2024 | 342 | $1.9B |
| Q1 2024 | 358 | $2.1B |
| Q4 2023 | 348 | $2.4B |