Q2 2025 13F Holders as of 6/30/2025
-
Type / Class
-
Equity / S&P 400 MDCP VAL
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Number of holders
-
376
-
Total 13F shares, excl. options
-
23M
-
Shares change
-
-883K
-
Total reported value, excl. options
-
$1.83B
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Value change
-
-$69.5M
-
Number of buys
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158
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Number of sells
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-164
-
Price
-
$79.43
Significant Holders of SPDR SERIES TRUST - S&P 400 MDCP VAL (MDYV) as of Q2 2025
397 filings reported holding MDYV - SPDR SERIES TRUST - S&P 400 MDCP VAL as of Q2 2025.
SPDR SERIES TRUST - S&P 400 MDCP VAL (MDYV) has 376 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 23M shares
.
Largest 10 shareholders include WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (2.27M shares), NorthRock Partners, LLC (1.37M shares), Financial Engines Advisors L.L.C. (1.29M shares), LPL Financial LLC (1.08M shares), STIFEL FINANCIAL CORP (842K shares), MORGAN STANLEY (738K shares), BENJAMIN EDWARDS INC (715K shares), Lutz Financial Services LLC (701K shares), FAS Wealth Partners, Inc. (589K shares), and AE Wealth Management LLC (569K shares).
This table shows the top 376 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.