Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / S&P 400 MDCP VAL
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
1.83M
-
Shares change
-
+242K
-
Total reported value, excl. options
-
$134M
-
Value change
-
+$17.8M
-
Number of buys
-
2
-
Number of sells
-
-3
-
Price
-
$73.38
Significant Holders of SPDR SERIES TRUST - S&P 400 MDCP VAL (MDYV) as of Q4 2023
7 filings reported holding MDYV - SPDR SERIES TRUST - S&P 400 MDCP VAL as of Q4 2023.
SPDR SERIES TRUST - S&P 400 MDCP VAL (MDYV) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.83M shares
.
Largest 10 shareholders include WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (4.52M shares), ENVESTNET ASSET MANAGEMENT INC (3.14M shares), Financial Engines Advisors L.L.C. (1.72M shares), Clark Capital Management Group, Inc. (1.4M shares), LPL Financial LLC (1.37M shares), NorthRock Partners, LLC (1.15M shares), OSAIC HOLDINGS, INC. (985K shares), STIFEL FINANCIAL CORP (931K shares), TOWNSQUARE CAPITAL LLC (773K shares), and TIAA TRUST, NATIONAL ASSOCIATION (653K shares).
This table shows the top 7 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.