Q3 2024 13F Holders as of 9/30/2024
-
Type / Class
-
Equity / S&P 400 MDCP VAL
-
Number of holders
-
347
-
Total shares
-
25.8M
-
Shares change
-
+663K
-
Total reported value, excl. options
-
$2.05B
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Value change
-
+$54.3M
-
Number of buys
-
158
-
Number of sells
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-142
-
Price
-
$79.46
Significant Holders of SPDR SER TR - S&P 400 MDCP VAL (MDYV) as of Q3 2024
filings reported holding MDYV - SPDR SER TR - S&P 400 MDCP VAL as of Q3 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 25.8M shares
.
Largest 10 shareholders include WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (6.36M shares), Financial Engines Advisors L.L.C. (1.39M shares), NorthRock Partners, LLC (1.32M shares), LPL Financial LLC (1.17M shares), Lutz Financial Services LLC (691K shares), TIAA TRUST, NATIONAL ASSOCIATION (581K shares), FAS Wealth Partners, Inc. (570K shares), STIFEL FINANCIAL CORP (566K shares), Kestra Advisory Services, LLC (561K shares), and MORGAN STANLEY (478K 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.