Q2 2024 13F Holders as of 6/30/2024
-
Type / Class
-
Equity / S&P 400 MDCP VAL
-
Number of holders
-
329
-
Total shares
-
25.1M
-
Shares change
-
-435K
-
Total reported value, excl. options
-
$1.83B
-
Value change
-
-$32.2M
-
Number of buys
-
133
-
Number of sells
-
-169
-
Price
-
$72.94
Significant Holders of SPDR SER TR - S&P 400 MDCP VAL (MDYV) as of Q2 2024
filings reported holding MDYV - SPDR SER TR - S&P 400 MDCP VAL as of Q2 2024.
SPDR SER TR - S&P 400 MDCP VAL (MDYV) has 329 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 25.1M shares
.
Largest 10 shareholders include WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (5.91M shares), Financial Engines Advisors L.L.C. (1.71M shares), NorthRock Partners, LLC (1.29M shares), LPL Financial LLC (1.2M shares), Lutz Financial Services LLC (676K shares), TIAA TRUST, NATIONAL ASSOCIATION (591K shares), STIFEL FINANCIAL CORP (573K shares), FAS Wealth Partners, Inc. (556K shares), Kestra Advisory Services, LLC (549K shares), and MORGAN STANLEY (464K shares).
This table shows the top 329 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.