Q2 2023 13F Holders as of 6/30/2023
-
Type / Class
-
Equity / S&P 400 MDCP VAL
-
Number of holders
-
295
-
Total shares
-
24M
-
Shares change
-
+624K
-
Total reported value, excl. options
-
$1.65B
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Value change
-
+$43.4M
-
Number of buys
-
130
-
Number of sells
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-132
-
Price
-
$68.78
Significant Holders of SPDR SER TR - S&P 400 MDCP VAL (MDYV) as of Q2 2023
292 filings reported holding MDYV - SPDR SER TR - S&P 400 MDCP VAL as of Q2 2023.
SPDR SER TR - S&P 400 MDCP VAL (MDYV) has 295 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 24M shares
.
Largest 10 shareholders include WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (3.16M shares), STIFEL FINANCIAL CORP (1.54M shares), Financial Engines Advisors L.L.C. (1.46M shares), BENJAMIN F. EDWARDS & COMPANY, INC. (1.1M shares), LPL Financial LLC (1.01M shares), TOWNSQUARE CAPITAL LLC (715K shares), Alesco Advisors LLC (691K shares), NorthRock Partners, LLC (622K shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (607K shares), and Lutz Financial Services LLC (593K shares).
This table shows the top 295 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.