Q4 2014 13F Holders as of 31 Dec 2014
-
Type / Class
-
Equity / S&P 400 MDCP VAL
-
Number of holders
-
30
-
Total 13F shares, excl. options
-
236,396
-
Shares change
-
+8,239
-
Total reported value, excl. options
-
$21,192,529
-
Value change
-
+$1,699,861
-
Number of buys
-
15
-
Number of sells
-
-11
-
Price
-
$85.3
Significant Holders of SPDR SERIES TRUST - S&P 400 MDCP VAL (MDYV) as of Q4 2014
39 filings reported holding MDYV - SPDR SERIES TRUST - S&P 400 MDCP VAL as of Q4 2014.
SPDR SERIES TRUST - S&P 400 MDCP VAL (MDYV) has 30 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 236,396 shares
.
Largest 10 shareholders include Tradewinds Capital Management, LLC (34,581 shares), LPL Financial LLC (30,243 shares), Courage Miller Partners, LLC (25,583 shares), Carnick & Kubik, LLC (24,281 shares), AXA (23,094 shares), MORGAN STANLEY (14,971 shares), Burt Wealth Advisors (13,925 shares), UBS Group AG (11,464 shares), CONDOR CAPITAL MANAGEMENT (10,170 shares), and WELLS FARGO & COMPANY/MN (7,062 shares).
This table shows the top 30 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.