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SPDR S&P 400 Mid Cap Value ETF (based on S&P MidCap 400 Value Institutional Ownership

(ETF)
MDYV 
$49.1
*  
0.65
1.34%
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*Delayed - data as of Jan. 18, 2019  -  Find a broker to begin trading MDYV now


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Ownership Summary as reported in the most recent 13F filings


Institutional Ownership 47.46%
Total Shares Outstanding (millions) 23
Total Value of Holdings (millions) $536

Active Positions

Holders Shares
Increased Positions 76 2,565,591
Decreased Positions 41 131,586
Held Positions 22 8,217,946
Total Institutional Shares 139 10,915,123

New and Sold Out Positions


Holders Shares
New Positions 21 245,695
Sold Out Positions 12 64,336

139 Institutional Holders
10,915,123 Total Shares Held


Click on the column header links to resort ascending (▲) or descending (▼).


Owner Name Date Shares Held Change (Shares) Change (%) Value (in 1,000s)
FINANCIAL ENGINES ADVISORS L.L.C. 09/30/2018 6,245,244 1,343,739 27.42 306,641
FINANCIAL ADVISORY SERVICE, INC. 09/30/2018 494,785 377,143 320.59 24,294
KRILOGY FINANCIAL LLC 09/30/2018 389,955 5,803 1.51 19,147
ADVISORY ALPHA, LLC 09/30/2018 337,064 23,962 7.65 16,550
ALLEGIS INVESTMENT ADVISORS, LLC 03/31/2018 293,274 49,724 20.42 14,400
MCMAHON FINANCIAL ADVISORS, LLC 09/30/2018 216,506 209,120 2,831.30 10,630
GHP INVESTMENT ADVISORS, INC. 09/30/2018 169,657 3,946 2.38 8,330
MCADAM, LLC 09/30/2018 168,016 12,050 7.73 8,250
FIRST NATIONAL TRUST CO 09/30/2018 154,222 30,771 24.93 7,572
UBS GROUP AG 09/30/2018 142,520 26,457 22.80 6,998
LADENBURG THALMANN FINANCIAL SERVICES INC. 09/30/2018 133,350 70,601 112.51 6,547
RAYMOND JAMES & ASSOCIATES 09/30/2018 124,958 7,103 6.03 6,135
MORGAN STANLEY 09/30/2018 115,678 (1,134) (0.97) 5,680
ASSET DEDICATION, LLC 09/30/2018 106,512 10,270 10.67 5,230
BANK OF AMERICA CORP /DE/ 09/30/2018 84,201 7,621 9.95 4,134

Institutional Holdings information for this company is filed by major institutions on form 13-F with the Securities and Exchange Commission.
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