Q4 2014 13F Holders as of 12/31/2014
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Type / Class
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Equity / S&P 400 MDCP VAL
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Number of holders
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29
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Total shares
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212K
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Shares change
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-10.1K
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Total reported value, excl. options
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$18.1M
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Value change
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-$650K
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Number of buys
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14
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Number of sells
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-11
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Price
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$85.30
Significant Holders of SPDR SER TR - S&P 400 MDCP VAL (MDYV) as of Q4 2014
29 filings reported holding MDYV - SPDR SER TR - S&P 400 MDCP VAL as of Q4 2014.
SPDR SER TR - S&P 400 MDCP VAL (MDYV) has 29 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 212K shares
.
Largest 10 shareholders include Tradewinds Capital Management, LLC (34.6K shares), LPL Financial LLC (30.2K shares), Courage Miller Partners, LLC (25.6K shares), AXA (23.1K shares), MORGAN STANLEY (15K shares), Burt Wealth Advisors (13.9K shares), UBS Group AG (11.5K shares), CONDOR CAPITAL MANAGEMENT (10.2K shares), WELLS FARGO & COMPANY/MN (7.06K shares), and COLONY GROUP LLC (5.96K shares).
This table shows the top 29 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.