Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / S&P 400 MDCP VAL
-
Number of holders
-
369
-
Total 13F shares, excl. options
-
23.8M
-
Shares change
-
-5.92M
-
Total reported value, excl. options
-
$1.84B
-
Value change
-
-$457M
-
Put/Call ratio
-
0.5
-
Number of buys
-
155
-
Number of sells
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-178
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Price
-
$77.05
Significant Holders of SPDR SERIES TRUST - S&P 400 MDCP VAL (MDYV) as of Q1 2025
398 filings reported holding MDYV - SPDR SERIES TRUST - S&P 400 MDCP VAL as of Q1 2025.
SPDR SERIES TRUST - S&P 400 MDCP VAL (MDYV) has 369 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23.8M shares
.
Largest 10 shareholders include WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.52M shares), NorthRock Partners, LLC (1.33M shares), Financial Engines Advisors L.L.C. (1.29M shares), LPL Financial LLC (1.14M shares), MORGAN STANLEY (724K shares), Lutz Financial Services LLC (704K shares), STIFEL FINANCIAL CORP (669K shares), TIAA TRUST, NATIONAL ASSOCIATION (601K shares), BENJAMIN EDWARDS INC (567K shares), and AE Wealth Management LLC (558K shares).
This table shows the top 369 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.