SPDR SERIES TRUST (MDYV)
Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.
38
Reporting holders
$96.3M
Reported value
0.0%
Calls
0.0%
Puts
-347
Holder change
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| CANANDAIGUA NATIONAL BANK & TRUST CO | $31.0M | 350,786 | 2.69% | 9q | -1.1%-$342.1K |
| Marathon Mission, Inc. | $11.2M | 126,233 | 5.64% | 14q | +0.7%+$74.9K |
| Farther Finance Advisors, LLC | $8.6M | 96,811 | 0.06% | 16q | +384.5%+$6.8M |
| Councilor Wealth, LLC | $4.9M | 55,389 | 2.02% | 12q | -7.5%-$399.2K |
| RTD Financial Advisors, Inc. | $4.3M | 48,988 | 0.47% | 20q | -6.9%-$323.8K |
| SACKS & ASSOCIATES, LLC | $3.9M | 43,501 | 2.69% | 4q | -6.7%-$277.0K |
| Montz Harcus Wealth Management LLC | $3.7M | 42,231 | 1.31% | 16q | -0.9%-$35.5K |
| Marotta Asset Management | $3.4M | 38,580 | 0.58% | 27q | -5.1%-$184.9K |
| Canandaigua National Trust Co of Florida | $3.2M | 36,123 | 1.77% | 8q | -23.5%-$984.9K |
| Bill Few Associates, Inc. | $3.2M | 36,085 | 0.66% | 16q | +0.6%+$18.3K |
| Barden Capital Management, Inc. | $2.4M | 26,842 | 2.16% | 20q | -0.7%-$15.8K |
| WALLER FINANCIAL PLANNING GROUP, INC | $2.2M | 24,656 | 0.44% | 32q | HELD |
| Friday Financial | $2.1M | 23,863 | 0.42% | 8q | +71.5%+$889.4K |
| Cambridge Financial Group, LLC | $1.8M | 18,681 | 0.56% | 12q | HELD |
| Prism Advisors, Inc. | $1.7M | 18,645 | 0.42% | 6q | -7.0%-$127.3K |
| COLLECTIVE FAMILY OFFICE LLC | $1.6M | 17,931 | 0.33% | 12q | -2.2%-$35.3K |
| HF Advisory Group, LLC | $1.5M | 17,221 | 0.45% | 16q | -1.8%-$27.3K |
| TITLEIST ASSET MANAGEMENT, LLC | $711.7K | 8,041 | 0.05% | 6q | -76.2%-$2.3M |
| Stonebridge Financial Group, LLC | $582.1K | 6,577 | 0.04% | 8q | -1.6%-$9.4K |
| JUNCTURE WEALTH STRATEGIES, LLC | $559.9K | 6,326 | 0.14% | 26q | -20.0%-$140.4K |
| Everhart Financial Group, Inc. | $551.1K | 6,226 | 0.03% | 24q | HELD |
| ECLECTIC ASSOCIATES INC /ADV | $526.4K | 5,947 | 0.06% | 24q | -20.6%-$136.5K |
| Balefire, LLC | $494.2K | 5,583 | 0.08% | 5q | +5.5%+$25.7K |
| INSPIRION WEALTH ADVISORS, LLC | $348.1K | 3,933 | 0.04% | 17q | HELD |
| Apeiron RIA LLC | $346.6K | 3,877 | 0.08% | 16q | +0.5%+$1.8K |
| Persium Advisors, LLC | $281.0K | 3,175 | 0.15% | 8q | -50.0%-$281.0K |
| O'Keefe Stevens Advisory, Inc. | $258.9K | 2,925 | 0.05% | 3q | HELD |
| EASTERN BANK | $237.4K | 2,682 | 0.00% | new | NEW |
| DIVERSIFIED MANAGEMENT INC | $228.7K | 2,584 | 0.04% | 4q | HELD |
| McNaughton Wealth Management, LLC | $205.6K | 2,323 | 0.07% | 2q | HELD |
| Wealth Enhancement Trust Services, Inc. | $150.8K | 1,704 | 0.02% | 4q | -52.6%-$167.5K |
| ATWOOD & PALMER INC | $66.4K | 750 | 0.00% | 5q | HELD |
| CoreCap Advisors, LLC | $54.1K | 611 | 0.00% | 11q | -7.8%-$4.6K |
| MJT & Associates Financial Advisory Group, Inc. | $22.0K | 249 | 0.01% | 7q | HELD |
| GK Wealth Management LLC | $21.1K | 238 | 0.01% | new | NEW |
| Versant Capital Management, Inc | $12.5K | 141 | 0.00% | 7q | HELD |
| TOMPKINS FINANCIAL CORP | $5.8K | 65 | 0.00% | 19q | HELD |
| CX Institutional | $2.7K | 31,046 | 0.07% | 12q | +4.5% |
| Bullock Wealth Management Group | $1.5K | 17 | 0.00% | 11q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 38 | $96.3M | 1,086,540 | 2 | 6 | 18 | 0.0% |
| Q2 2026 | 385 | $2.1B | 22,007,887 | 23 | 103 | 129 | 0.0% |
| Q1 2026 | 377 | $1.8B | 21,347,689 | 22 | 104 | 139 | 0.0% |
| Q4 2025 | 385 | $1.9B | 22,172,607 | 23 | 110 | 120 | 0.0% |
| Q3 2025 | 366 | $1.9B | 22,247,818 | 22 | 77 | 147 | 0.0% |
| Q2 2025 | 382 | $1.8B | 23,032,096 | 25 | 114 | 135 | 0.0% |
| Q1 2025 | 375 | $1.8B | 23,899,219 | 29 | 110 | 139 | 0.0% |
| Q4 2024 | 378 | $2.4B | 29,871,611 | 27 | 138 | 97 | 0.0% |
| Q3 2024 | 355 | $2.1B | 26,730,830 | 32 | 109 | 108 | 0.0% |
| Q2 2024 | 342 | $1.9B | 26,952,638 | 24 | 99 | 129 | 0.0% |
| Q1 2024 | 358 | $2.1B | 27,712,832 | 41 | 90 | 134 | 0.0% |
| Q4 2023 | 348 | $2.4B | 32,891,946 | 44 | 113 | 93 | 0.0% |
| Q3 2023 | 305 | $1.7B | 25,498,146 | 23 | 83 | 105 | 0.0% |
| Q2 2023 | 302 | $1.7B | 24,260,523 | 18 | 94 | 105 | 0.0% |
| Q1 2023 | 308 | $1.5B | 23,296,041 | 25 | 87 | 113 | 0.0% |
| Q4 2022 | 311 | $2.1B | 31,620,446 | 53 | 122 | 62 | 0.0% |
| Q3 2022 | 261 | $1.0B | 17,831,559 | 25 | 97 | 68 | 0.0% |
| Q2 2022 | 268 | $1.1B | 17,516,061 | 24 | 94 | 80 | 0.0% |
| Q1 2022 | 293 | $2.0B | 28,696,766 | 56 | 96 | 73 | 0.0% |
| Q4 2021 | 259 | $1.1B | 16,114,083 | 22 | 96 | 66 | 0.0% |
| Q3 2021 | 230 | $990.3M | 14,989,096 | 14 | 87 | 69 | 0.0% |
| Q2 2021 | 237 | $1.3B | 18,604,050 | 35 | 76 | 81 | 0.0% |
| Q1 2021 | 216 | $1.0B | 15,733,003 | 23 | 53 | 88 | 0.0% |
| Q4 2020 | 207 | $1.4B | 24,382,332 | 29 | 66 | 54 | 0.0% |
| Q3 2020 | 181 | $629.9M | 14,447,546 | 16 | 56 | 69 | 0.0% |
| Q2 2020 | 180 | $576.3M | 13,492,765 | 27 | 57 | 67 | 0.0% |
| Q1 2020 | 170 | $858.4M | 21,722,029 | 16 | 64 | 64 | 0.0% |
| Q4 2019 | 201 | $1.1B | 20,112,934 | 32 | 73 | 34 | 0.0% |
| Q3 2019 | 159 | $1.5B | 28,979,330 | 18 | 64 | 39 | 0.0% |
| Q2 2019 | 158 | $1.0B | 19,505,945 | 15 | 66 | 38 | 0.0% |
| Q1 2019 | 163 | $1.0B | 19,864,580 | 29 | 51 | 49 | 0.0% |
| Q4 2018 | 143 | $553.4M | 12,197,101 | 2 | 8 | 0 | 0.0% |