MDYV — Spdr Series Trust Institutional Holders · Q3 2026

Name: Who Owns MDYV? 40 Institutions Hold $99.1M (Q3 2026)
Creator: ko.io

Who owns Spdr Series Trust (MDYV)? 40 institutions reported holding $99.09M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: Canandaigua National Bank & Trust Co ($31.0M), Marathon Mission, Inc. ($11.2M), Farther Finance Advisors, LLC ($8.6M).

Rank	Institution	Value	Shares	Change
1	CANANDAIGUA NATIONAL BANK & TRUST CO	$31.0M	350,786	Trimmed
2	Marathon Mission, Inc.	$11.2M	126,233	Added
3	Farther Finance Advisors, LLC	$8.6M	96,811	Added
4	May Barnhard Investments LLC	$4.9M	55,389	Trimmed
5	RTD Financial Advisors, Inc.	$4.3M	48,988	Trimmed
6	SACKS & ASSOCIATES, LLC	$3.9M	43,501	Trimmed
7	Montz Harcus Wealth Management LLC	$3.7M	42,231	Trimmed
8	Marotta Asset Management	$3.4M	38,580	Trimmed
9	Canandaigua National Trust Co of Florida	$3.2M	36,123	Trimmed
10	Bill Few Associates, Inc.	$3.2M	36,085	Added
11	CX Institutional	$2.7M	31,046	Added
12	Barden Capital Management, Inc.	$2.4M	26,842	Trimmed
13	WALLER FINANCIAL PLANNING GROUP, INC	$2.2M	24,656	Hold
14	Friday Financial	$2.1M	23,863	Added
15	Cambridge Financial Group, LLC	$1.8M	18,681	Hold
16	Prism Advisors, Inc.	$1.7M	18,645	Trimmed
17	COLLECTIVE FAMILY OFFICE LLC	$1.6M	17,931	Trimmed
18	HF Advisory Group, LLC	$1.5M	17,221	Trimmed
19	TITLEIST ASSET MANAGEMENT, LLC	$711,725	8,041	Trimmed
20	Stonebridge Financial Group, LLC	$582,130	6,577	Trimmed
21	JUNCTURE WEALTH STRATEGIES, LLC	$559,884	6,326	Trimmed
22	Everhart Financial Group, Inc.	$551,088	6,226	Trimmed
23	ECLECTIC ASSOCIATES INC /ADV	$526,359	5,947	Trimmed
24	Balefire, LLC	$494,151	5,583	Added
25	INSPIRION WEALTH ADVISORS, LLC	$348,110	3,933	Hold

Source: SEC Form 13F filings · as of 2026-09-30