Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / S&P 400 MDCP VAL
-
Number of holders
-
351
-
Total 13F shares, excl. options
-
26,715,495
-
Shares change
-
+737,008
-
Total reported value, excl. options
-
$2,121,923,414
-
Value change
-
+$60,170,599
-
Number of buys
-
163
-
Number of sells
-
-141
-
Price
-
$79.46
Significant Holders of SPDR SERIES TRUST - S&P 400 MDCP VAL (MDYV) as of Q3 2024
374 filings reported holding MDYV - SPDR SERIES TRUST - S&P 400 MDCP VAL as of Q3 2024.
SPDR SERIES TRUST - S&P 400 MDCP VAL (MDYV) has 351 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 26,715,495 shares
.
Largest 10 shareholders include WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (6,357,586 shares), Financial Engines Advisors L.L.C. (1,389,964 shares), NorthRock Partners, LLC (1,315,905 shares), LPL Financial LLC (1,166,946 shares), Lutz Financial Services LLC (690,992 shares), TIAA TRUST, NATIONAL ASSOCIATION (581,450 shares), FAS Wealth Partners, Inc. (570,423 shares), STIFEL FINANCIAL CORP (565,797 shares), Kestra Advisory Services, LLC (560,839 shares), and MORGAN STANLEY (477,606 shares).
This table shows the top 351 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.