Institutional Ownership
Spdr Series Trust
CUSIP 78464A839S&P 400 MDCP VALMDYVQ1 2026
Institutional Holders
373
13F filers
Shares Held
20.78M
Aggregate institutional
Institutional Value
$1.78B
Q1 2026
Net New Holders
-1
23 new · 24 closed
Institutional Ownership Trend
Aggregate 13F value by quarter
Multi-quarter trend — upgrade to see history
UpgradePosition Activity
Q1 2026
New positions23
Increased121
Decreased153
Sold out24
Institutional Holders
373 funds hold this security · Q1 2026
| # | Fund | Shares | Value | Δ Shares | Activity |
|---|---|---|---|---|---|
| 1 | Northrock Partners, LLC | 1.34M | $114.42M | +40.1K | Added |
| 2 | Wealth Enhancement Advisory Services, LLC | 1.29M | $110.15M | −779.0K | Reduced |
| 3 | Financial Engines Advisors L.L.C. | 1.20M | $101.97M | −56.5K | Reduced |
| 4 | Lpl Financial LLC | 1.08M | $91.98M | +26.6K | Added |
| 5 | Ae Wealth Management LLC | 960.6K | $81.79M | +101.8K | Added |
| 6 | Avantax Planning Partners, Inc. | 918.3K | $78.19M | +24.8K | Added |
| 7 | Lutz Financial Services LLC | 805.9K | $68.62M | +22.4K | Added |
| 8 | Morgan Stanley | 726.1K | $61.83M | +82.6K | Added |
| 9 | Equitable Holdings, Inc. | 369.0K | $60.44M | +72.7K | Added |
| 10 | Convergence Financial, LLC | 601.3K | $51.35M | +294.9K | Added |
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