Q1 2025 13F Holders as of 3/31/2025
-
Type / Class
-
Equity / S&P 400 MDCP VAL
-
Number of holders
-
187
-
Total shares
-
8.78M
-
Shares change
-
-4.35M
-
Total reported value, excl. options
-
$677M
-
Value change
-
-$336M
-
Number of buys
-
78
-
Number of sells
-
-87
-
Price
-
$77.05
Significant Holders of SPDR SER TR - S&P 400 MDCP VAL (MDYV) as of Q1 2025
200 filings reported holding MDYV - SPDR SER TR - S&P 400 MDCP VAL as of Q1 2025.
SPDR SER TR - S&P 400 MDCP VAL (MDYV) has 187 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8.78M shares
.
Largest 10 shareholders include WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.52M shares), Avantax Planning Partners, Inc. (412K shares), CANANDAIGUA NATIONAL BANK & TRUST CO (400K shares), First Pacific Financial (353K shares), ENVESTNET ASSET MANAGEMENT INC (329K shares), GHP Investment Advisors, Inc. (275K shares), Convergence Financial, LLC (268K shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (244K shares), Asset Dedication, LLC (226K shares), and Rodgers & Associates, LTD (216K shares).
This table shows the top 187 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.