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Disclosery

MDYV SPDR SERIES TRUST

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ST STR SP400VAL (fund)

373 managers (376 13F filers) reported a position in MDYV shares at 2024-12-31, 29,846,282 shares in all. 27 filers opened a position and 18 filers sold out during the quarter.

Managers
373
13F filers
376
New
27
Added
162
Reduced
100
Sold out
18
Shares held by filers
29,846,282

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
WEALTH ENHANCEMENT ADVISORY SERVICES, L…6,846,141$549M1.05%+488,55513F-HR/ATimeline
Financial Engines Advisors L.L.C.1,340,930$108M0.23%-49,03413F-HRTimeline
NorthRock Partners, LLC1,328,415$107M3.48%+12,51013F-HR/ATimeline
LPL Financial LLC1,110,334$89M0.04%-56,61213F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…1,000,000$80.2M0.12%new13F-HRTimelineGroup
TIAA TRUST, NATIONAL ASSOCIATIONin group TIAA810,809$65M0.2%+229,35913F-HRTimelineGroup
Lutz Financial Services LLC694,697$55.7M4.5%+3,70513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP674,495$54.1M0.06%+108,69813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY596,592$47.8M<0.01%+118,98613F-HR/ATimelineGroup
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC571,373$45.8M0.66%+100,51813F-HRTimelineGroup
Kestra Advisory Services, LLCgroup of 2 filers holding565,845$45.4M-7,212Timeline
FAS Wealth Partners, Inc.547,880$43.9M3.69%-22,54313F-HRTimeline
AE Wealth Management LLC495,640$39.8M0.34%+88,46913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN480,211$38.5M0.01%+31,46513F-HRTimelineGroup
CANANDAIGUA NATIONAL BANK & TRUST COin group CANANDAIGUA NATIONAL BANK & T…381,010$30.6M3.01%+6,09413F-HRTimelineGroup
First National Trust Co357,674$28.7M1.08%+11,45213F-HRTimeline
First Pacific Financial349,870$28.1M6.53%-8,90313F-HRTimeline
Klingman & Associates, LLC343,576$27.6M1.69%-98013F-HRTimeline
Avantax Planning Partners, Inc.338,411$27.1M0.98%+56,82513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.291,485$23.4M0.22%+4013F-HRTimelineGroup
IHT Wealth Management, LLC283,335$22.7M0.73%+224,62713F-HRTimeline
Asset Dedication, LLC277,358$22.2M1.75%-7,92013F-HRTimeline
GHP Investment Advisors, Inc.273,646$21.9M1.02%+2,31313F-HRTimeline
Convergence Financial, LLC265,612$21.3M4.25%+15,65613F-HRTimeline
CONFLUENCE INVESTMENT MANAGEMENT LLC251,986$20.2M0.28%+32,02613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC242,519$19.5M<0.01%+198,34813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC235,544$18.9M0.01%-12,89413F-HRTimelineGroup
HighTower Advisors, LLC234,889$18.8M0.03%+4,73113F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV216,903$17.4M0.04%+13,89113F-HRTimeline
ERn Financial, LLC211,860$17M2.55%-3,12713F-HRTimeline
Rodgers & Associates, LTD211,287$16.9M2.02%+1,69513F-HRTimeline
Cetera Investment Advisers207,515$16.6M0.03%+9,26513F-HRTimeline
Avior Wealth Management, LLC200,984$16.1M0.59%-88713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC197,456$15.8M0.01%13F-HR/ATimelineGroup
Clark Capital Management Group, Inc.190,115$15.2M0.11%+9,94613F-HRTimeline
KWB Wealth190,054$15.1M1.87%-4,65913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC183,727$14.7M0.02%+12,37013F-HRTimeline
SIGNET FINANCIAL MANAGEMENT, LLC168,720$13.5M1.73%-5,73913F-HRTimeline
McAdam, LLC165,888$13.3M0.73%-12,52213F-HRTimeline
Marathon Mission, Inc.157,836$12.7M8.62%+4,15713F-HRTimeline
CARY STREET PARTNERS ASSET MANAGEMENT L…group of 2 filers holding156,465$12.5M-6,283Timeline
BALANCED WEALTH GROUP LLC142,887$11.8M5.31%+8,15313F-HRTimeline
Foundations Investment Advisors, LLC140,733$11.3M0.22%new13F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC138,493$11.1M<0.01%+15,61113F-HRTimelineGroup
Private Wealth Management Group, LLC133,725$10.7M4.11%-9,07113F-HRTimeline
CWM, LLCin group CWM, LLC133,363$10.7M0.04%+5,04413F-HRTimelineGroup
JNBA Financial Advisors126,724$10.2M1.04%-7,68713F-HRTimeline
Alesco Advisors, LLC, An ESL Co120,592$9.67M0.3%-1,32113F-HRTimeline
TOWNSQUARE CAPITAL LLC119,163$9.56M0.11%+9,67613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.117,695$9.44M0.02%+13,54013F-HR/ATimelineGroup
Mariner, LLCin group Mariner, LLC114,630$9.19M0.02%+3,93313F-HRTimelineGroup
Jacobi Capital Management LLC102,421$8.21M0.61%+1,03813F-HRTimeline
WCG Wealth Advisors LLC100,224$8.04M0.53%+45213F-HRTimeline
Rockbridge Investment Management, LCC97,940$7.85M1.01%-29,47013F-HRTimeline
Total Wealth Planning, LLC97,798$7.84M1.22%+48013F-HRTimeline
WealthShield Partners, LLC90,951$7.29M1.03%+20,95313F-HRTimeline
Diligent Investors, LLC85,579$6.86M1.57%+72513F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP84,609$6.79M0.01%+27,84613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.84,142$6.75M0.04%-21,72913F-HRTimeline
Prestige Wealth Management Group LLC80,029$6.42M1.33%+2713F-HR/ATimeline
Councilor Wealth, LLC79,294$6.36M3.03%-20513F-HRTimeline
EP Wealth Advisors, LLC77,943$6.25M0.05%+71,86913F-HRTimeline
SAGE FINANCIAL GROUP INC77,429$6.21M0.5%-1,68213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC74,479$5.97M0.01%+57,89113F-HRTimelineGroup
Stratos Wealth Partners, LTD.group of 2 filers holding74,106$5.94M+43,862Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA72,138$5.79M<0.01%+1,34313F-HRTimelineGroup
WALLER FINANCIAL PLANNING GROUP, INC70,727$5.67M1.43%+1,85713F-HRTimeline
CAPITAL WEALTH MANAGEMENT, LLC69,702$5.59M2.4%+58613F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…69,635$5.58M0.01%+1,14513F-HRTimelineGroup
Pathstone Holdings, LLCin group Pathstone Holdings, LLC69,290$5.56M0.02%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/68,187$5.47M<0.01%+3,00213F-HRTimelineGroup
Koss-Olinger Consulting, LLC66,202$5.31M0.47%-48213F-HRTimeline
Freedom Investment Management, Inc.64,927$5.21M0.43%-74813F-HRTimeline
Executive Wealth Management, LLC64,311$5.16M0.4%new13F-HRTimeline
Private Advisor Group, LLC62,976$5.05M0.03%-2,14313F-HRTimeline
IAG Wealth Partners, LLC58,905$4.72M0.83%-1,96213F-HRTimeline
RTD Financial Advisors, Inc.58,439$4.69M0.6%-61713F-HRTimeline
Garden State Investment Advisory Servic…58,118$4.67M1.44%+25413F-HRTimeline
Merit Financial Group, LLC56,739$4.55M0.08%-1,56313F-HRTimeline
Gladstone Institutional Advisory LLC56,527$4.53M0.21%-3,51013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…55,950$4.49M<0.01%+1,82413F-HRTimelineGroup
Marotta Asset Management55,243$4.41M0.92%-3,16513F-HRTimeline
Clarus Wealth Advisors52,951$4.25M2.11%-3,16013F-HRTimeline
Canandaigua National Trust Co of Florida50,628$4.06M3.17%+23013F-HRTimeline
UBS Group AGin group UBS Group AG50,503$4.05M<0.01%-1,07413F-HRTimelineGroup
Modera Wealth Management, LLC50,385$4.04M0.05%new13F-HRTimeline
BAILARD, INC.49,517$3.97M0.1%-72213F-HRTimeline
Independent Advisor Alliance47,936$3.84M0.05%+44,37113F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…47,090$3.78M0.09%+23,18613F-HRTimelineGroup
Koshinski Asset Management, Inc.45,081$3.62M0.32%-1,98113F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding44,490$3.57M+28,310Timeline
Montz Harcus Wealth Management LLC42,525$3.41M1.91%+28,55213F-HRTimeline
Geneos Wealth Management Inc.41,307$3.31M0.12%+19713F-HRTimeline
Chicago Partners Investment Group LLC39,271$3.16M0.11%+2,39113F-HRTimeline
Integrated Wealth Concepts LLC37,578$3.01M0.04%-2,40713F-HRTimeline
Perennial Investment Advisors, LLC36,522$2.93M0.35%-26,10713F-HRTimeline
Wealthcare Advisory Partners LLCin group Wealthcare Advisory Partners …35,994$2.89M0.08%+1,00413F-HRTimelineGroup
Rialto Wealth Management, LLC35,096$2.81M0.93%13F-HRTimeline
LODESTAR PRIVATE ASSET MANAGEMENT LLC35,072$2.81M0.35%-46913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS34,956$2.8M0.01%-3,42013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC34,330$2.75M0.06%+1,71113F-HRTimelineGroup
Occidental Asset Management, LLC30,864$2.48M0.39%+5,17113F-HRTimeline
Ignite Planners, LLC30,381$2.45M0.54%+80413F-HRTimeline
KINGSWOOD WEALTH ADVISORS, LLC29,083$2.33M0.18%new13F-HRTimeline
Courage Miller Partners, LLC28,851$2.31M0.79%-17913F-HRTimeline
Vise Technologies, Inc.27,927$2.24M0.19%+23,99413F-HRTimeline
Aptus Capital Advisors, LLC26,122$2.1M0.02%-4,07313F-HRTimeline
Financial Guidance Group, Inc.26,021$2.09M1.14%-4,02013F-HRTimeline
B&D White Capital Company, LLC25,128$2.02M0.34%new13F-HRTimeline
Kingsview Wealth Management, LLC25,121$2.01M0.04%-11213F-HRTimeline
Barden Capital Management, Inc.24,086$1.93M1.66%+1,08313F-HRTimeline
Shum Financial Group, Inc.23,887$1.92M1.65%+59913F-HRTimeline
FIDELIS CAPITAL PARTNERS, LLC22,566$1.85M0.19%new13F-HRTimeline
COURIER CAPITAL LLC22,566$1.81M0.12%013F-HRTimeline
Brady Martz Wealth Solutions, LLC22,275$1.81M0.44%13F-HRTimeline
MONECO ADVISORS, LLC21,520$1.73M0.18%+8,04813F-HR/ATimeline
JUNCTURE WEALTH STRATEGIES, LLC21,242$1.7M0.63%-40113F-HRTimeline
Smith Anglin Financial, LLC21,009$1.68M0.16%+12013F-HRTimeline
Omega Financial Group, LLC20,856$1.67M0.63%-22413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP20,659$1.66M<0.01%+10713F-HRTimelineGroup
Farther Finance Advisors, LLC20,489$1.64M0.06%-3,23613F-HRTimeline
Cambridge Investment Research Advisors,…20,254$1.62M0.01%-3,93613F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management19,601$1.57M0.02%+4,63913F-HRTimelineGroup
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…19,299$1.55M0.03%+54513F-HRTimelineGroup
Orion Porfolio Solutions, LLC19,027$1.53M0.02%+3,86213F-HRTimeline
Orion Portfolio Solutions, LLC19,027$1.53M0.02%+3,86213F-HRTimeline
MGO ONE SEVEN LLC18,968$1.52M0.06%+1,00813F-HRTimeline
Cambridge Financial Group, LLC18,354$1.47M0.63%+53713F-HRTimeline
STEVENS CAPITAL PARTNERS18,124$1.45M0.66%+16513F-HRTimeline
ACORN FINANCIAL ADVISORY SERVICES INC /…17,821$1.43M0.24%013F-HRTimeline
Centennial Wealth Advisory LLC17,787$1.43M0.56%+13,87313F-HRTimeline
Creative Planningin group Creative Planning17,588$1.41M<0.01%+50613F-HRTimelineGroup
Visionary Wealth Advisors17,561$1.41M0.08%+7613F-HRTimeline
IFG Advisory, LLC17,522$1.41M0.08%+32913F-HRTimeline
Payne Capital Management, LLC17,336$1.39M0.6%13F-HRTimeline
Pure Financial Advisors, LLC17,272$1.39M0.03%-39313F-HRTimeline
COLLECTIVE FAMILY OFFICE LLC16,491$1.32M0.36%+4,83313F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO15,918$1.28M<0.01%+1,16013F-HRTimelineGroup
Wealthspire Advisors, LLC15,810$1.27M0.01%new13F-HRTimeline
LTG Capital LLC15,345$1.23M1.03%+4713F-HRTimeline
Allworth Financial LP14,595$1.22M0.01%-25313F-HRTimeline
MAI Capital Management14,832$1.19M0.01%-68513F-HRTimeline
Global Retirement Partners, LLC14,745$1.18M0.03%+2,97313F-HRTimeline
CX Institutional14,531$1.17M0.05%+1,31813F-HRTimeline
FLORIDA FINANCIAL ADVISORS, LLC14,325$1.15M0.51%+2,92313F-HRTimeline
NorthCrest Asset Manangement, LLC13,992$1.12M0.03%+6,78313F-HR/ATimeline
HF Advisory Group, LLC13,983$1.12M0.52%+1,14813F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC13,769$1.1M0.09%+4,64213F-HR/ATimeline
Salomon & Ludwin, LLC13,760$1.1M0.12%+2813F-HRTimeline
AMERICAN FINANCIAL & TAX STRATEGIES INC13,744$1.1M0.57%+57313F-HRTimeline
MML INVESTORS SERVICES, LLC13,417$1.08M<0.01%+9,79113F-HRTimeline
Lewis Asset Management, LLC13,226$1.06M0.81%-1,13513F-HRTimeline
HFG Advisors, Inc.13,073$1.05M0.92%+1,49313F-HRTimeline
Weinberger Asset Management, Inc12,618$1.01M0.42%-89913F-HRTimeline
Cape Investment Advisory, Inc.12,287$985K0.39%+5813F-HRTimeline
Krilogy Financial LLC12,173$976K0.07%+36013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC11,920$956K0.01%+1,29213F-HRTimelineGroup
Commonwealth Financial Services, LLC11,703$939K0.18%-14613F-HRTimeline
Bill Few Associates, Inc.11,109$891K0.31%+2,57713F-HRTimeline
Invera Wealth Advisors, LLC10,643$890K0.88%+24913F-HRTimeline
Wambolt & Associates, LLC10,855$871K0.28%-74713F-HRTimeline
MidAtlantic Capital Management, Inc.10,815$867K0.64%013F-HRTimeline
Keystone Financial Group10,734$861K0.08%+913F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED10,410$831K0.08%-21413F-HRTimeline
Good Life Advisors, LLC10,305$826K0.06%-45213F-HRTimeline
Milestone Asset Management Group, LLC10,090$809K0.72%13F-HRTimeline
Atria Investments, Inc10,002$802K0.01%+1,25213F-HRTimeline
ECLECTIC ASSOCIATES INC /ADV9,436$757K0.22%-24513F-HRTimeline
TAGStone Capital, Inc.9,376$752K0.37%+5413F-HRTimeline
Portside Wealth Group, LLC9,254$742K0.12%+76113F-HR/ATimeline
Fiduciary Alliance LLC9,178$736K0.07%new13F-HRTimeline
Elevated Capital Advisors, LLC9,141$733K0.2%+2,97213F-HRTimeline
Pacific Sun Financial Corp9,119$731K0.4%-15013F-HRTimeline
Advance Capital Management, Inc.9,091$729K0.03%013F-HRTimeline
INSPIRION WEALTH ADVISORS, LLC8,813$709K0.1%+4,50013F-HRTimeline
Broadview Financial Management, LLC8,534$684K0.49%-51813F-HRTimeline
JOHNSON INVESTMENT COUNSEL INC8,350$670K0.01%013F-HRTimeline
LexAurum Advisors, LLC8,307$666K0.13%+2,16713F-HRTimeline
SOL Capital Management CO7,800$626K0.07%+30013F-HRTimeline
WRAPMANAGER INC7,700$618K0.16%-6613F-HRTimeline
Janney Montgomery Scott LLC7,659$614K<0.01%+2,35913F-HRTimeline
Everhart Financial Group, Inc.7,266$583K0.12%+413F-HRTimeline
KPP Advisory Services LLC7,261$582K0.14%+15713F-HRTimeline
PFG Advisors7,191$577K0.04%+26413F-HRTimeline
Csenge Advisory Group7,115$571K0.03%+5513F-HRTimeline
FMR LLCin group FMR LLC7,058$566K<0.01%+1,74513F-HRTimelineGroup
Cerity Partners LLCin group Cerity Partners LLC7,023$562K<0.01%+3,24213F-HRTimelineGroup
SJS Investment Consulting Inc.7,000$561K0.1%013F-HRTimeline
WealthPLAN Partners, LLC6,960$558K0.08%013F-HRTimeline
ARQ WEALTH ADVISORS, LLC6,959$558K0.21%-99313F-HRTimeline
Stonebridge Financial Group, LLC6,934$556K0.06%13F-HRTimeline
LongView Wealth Management6,772$543K0.17%+2313F-HRTimeline
SWMG, LLC6,500$543K0.22%-34013F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC6,600$529K<0.01%+30013F-HRTimeline
Falcon Wealth Planning6,592$529K0.06%new13F-HRTimeline
Sharper & Granite LLC6,540$525K0.23%+1,22513F-HRTimeline
Insight Advisors, LLC/ PA6,546$523K0.09%-30513F-HRTimeline
Sterling Financial Planning, Inc.6,516$523K0.19%-1813F-HRTimeline
Onyx Bridge Wealth Group LLC6,285$504K0.07%-4713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …6,239$500K0.04%new13F-HRTimelineGroup