Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / S&P 400 MDCP VAL
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Number of holders
-
299
-
Total 13F shares, excl. options
-
25.2M
-
Shares change
-
+1.29M
-
Total reported value, excl. options
-
$1.64B
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Value change
-
+$82.4M
-
Number of buys
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130
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Number of sells
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-133
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Price
-
$64.86
Significant Holders of SPDR SERIES TRUST - S&P 400 MDCP VAL (MDYV) as of Q3 2023
325 filings reported holding MDYV - SPDR SERIES TRUST - S&P 400 MDCP VAL as of Q3 2023.
SPDR SERIES TRUST - S&P 400 MDCP VAL (MDYV) has 299 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 25.2M shares
.
Largest 10 shareholders include WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (3.99M shares), Financial Engines Advisors L.L.C. (1.72M shares), STIFEL FINANCIAL CORP (1.54M shares), LPL Financial LLC (1.12M shares), BENJAMIN F. EDWARDS & COMPANY, INC. (1.1M shares), TOWNSQUARE CAPITAL LLC (730K shares), Alesco Advisors LLC (637K shares), NorthRock Partners, LLC (630K shares), Lutz Financial Services LLC (607K shares), and CONFLUENCE INVESTMENT MANAGEMENT LLC (604K shares).
This table shows the top 299 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.