Q1 2024 13F Holders as of 3/31/2024
-
Type / Class
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Equity / S&P 400 MDCP VAL
-
Number of holders
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347
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Total shares
-
25.7M
-
Shares change
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-5.33M
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Total reported value, excl. options
-
$1.96B
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Value change
-
-$403M
-
Number of buys
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143
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Number of sells
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-173
-
Price
-
$76.00
Significant Holders of SPDR SER TR - S&P 400 MDCP VAL (MDYV) as of Q1 2024
2 filings reported holding MDYV - SPDR SER TR - S&P 400 MDCP VAL as of Q1 2024.
SPDR SER TR - S&P 400 MDCP VAL (MDYV) has 347 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 25.7M shares
.
Largest 10 shareholders include WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (5.24M shares), Financial Engines Advisors L.L.C. (1.7M shares), LPL Financial LLC (1.35M shares), NorthRock Partners, LLC (1.21M shares), STIFEL FINANCIAL CORP (933K shares), TOWNSQUARE CAPITAL LLC (804K shares), Lutz Financial Services LLC (665K shares), BENJAMIN F. EDWARDS & COMPANY, INC. (657K shares), TIAA TRUST, NATIONAL ASSOCIATION (643K shares), and FAS Wealth Partners, Inc. (560K shares).
This table shows the top 347 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.