Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / S&P 400 MDCP VAL
-
Number of holders
-
302
-
Total 13F shares, excl. options
-
24,240,261
-
Shares change
-
+629,566
-
Total reported value, excl. options
-
$1,667,156,768
-
Value change
-
+$43,849,211
-
Number of buys
-
131
-
Number of sells
-
-138
-
Price
-
$68.78
Significant Holders of SPDR SERIES TRUST - S&P 400 MDCP VAL (MDYV) as of Q2 2023
330 filings reported holding MDYV - SPDR SERIES TRUST - S&P 400 MDCP VAL as of Q2 2023.
SPDR SERIES TRUST - S&P 400 MDCP VAL (MDYV) has 302 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 24,240,261 shares
.
Largest 10 shareholders include WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (3,163,397 shares), STIFEL FINANCIAL CORP (1,544,790 shares), Financial Engines Advisors L.L.C. (1,460,263 shares), BENJAMIN F. EDWARDS & COMPANY, INC. (1,098,275 shares), LPL Financial LLC (1,013,476 shares), TOWNSQUARE CAPITAL LLC (714,864 shares), Alesco Advisors LLC (690,917 shares), NorthRock Partners, LLC (621,792 shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (606,921 shares), and Lutz Financial Services LLC (593,344 shares).
This table shows the top 302 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.