Q4 2025 13F Holders as of 31 Dec 2025
-
Type / Class
-
Equity / S&P 400 MDCP VAL
-
Total 13F shares
-
3,711,963
-
Share change
-
-199,571
-
Total reported value
-
$319,501,300
-
Price per share
-
$84.65
-
Number of holders
-
58
-
Value change
-
-$17,138,338
-
Number of buys
-
22
-
Number of sells
-
25
Institutional Holders of SPDR SERIES TRUST - S&P 400 MDCP VAL (MDYV) as of Q4 2025
As of 31 Dec 2025,
SPDR SERIES TRUST - S&P 400 MDCP VAL (MDYV) was held by
58 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,711,963 shares.
The largest 10 holders included
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, First Pacific Financial, ERn Financial, LLC, BALANCED WEALTH GROUP LLC, SIGNET FINANCIAL MANAGEMENT, LLC, Marathon Mission, Inc., CONFLUENCE INVESTMENT MANAGEMENT LLC, Avior Wealth Management, LLC, Marotta Asset Management, and Wealthcare Advisory Partners LLC.
This page lists
58
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| 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.