We are live on ! Find out more
MDYV icon

State Street SPDR S&P 400 Mid Cap Value ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KF
1
Krilogy Financial
Missouri
$18.9M +$1.05M +20,644 +6%
AA
2
Advisory Alpha
Michigan
$14.7M +$509K +9,986 +4%
AIA
3
Allegis Investment Advisors
Idaho
$14.6M +$2.53M +49,724 +20%
ML
4
McAdam LLC
Pennsylvania
$6.81M +$2.19M +42,982 +46%
UBS Group
5
UBS Group
Switzerland
$6.46M +$330K +6,472 +5%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$6.2M +$1.04M +20,490 +20%
RJA
7
Raymond James & Associates
Florida
$5.99M +$132K +2,584 +2%
FWP
8
FAS Wealth Partners
Kansas
$5.67M +$141K +2,772 +2%
FNT
9
First National Trust
Pennsylvania
$5.53M +$2.64M +51,890 +88%
Morgan Stanley
10
Morgan Stanley
New York
$4.77M +$1.88M +36,850 +62%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$4.39M +$3.86M +75,812 +614%
HA
12
Harborview Advisors
Maine
$4.22M -$111K -2,172 -2%
SEIA
13
Signature Estate & Investment Advisors
California
$4.21M +$83.7K +1,642 +2%
ADL
14
Asset Dedication LLC
California
$3.83M +$1.7M +33,324 +76%
Bank of America
15
Bank of America
North Carolina
$3.78M +$53.2K +1,044 +1%
APP
16
Avantax Planning Partners
Iowa
$3.44M +$951K +18,670 +37%
ACM
17
AlphaStar Capital Management
North Carolina
$3.35M +$3.44M +67,440 New
FIM
18
Freedom Investment Management
Connecticut
$3.25M +$2.83M +55,552 +573%
GIA
19
GHP Investment Advisors
Colorado
$3.13M +$249K +4,880 +8%
SAM
20
Stringer Asset Management
Tennessee
$3.04M -$54K -1,060 -2%
TW
21
Transform Wealth
Colorado
$2.99M -$18.9K -370 -0.6%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$2.77M +$95.7K +1,878 +3%
HH
23
Hilltop Holdings
Texas
$2.6M +$2.67M +52,316 New
Axa
24
Axa
France
$2.3M
TAIM
25
TD Ameritrade Investment Management
Nebraska
$2.08M +$2.07M +40,556 +3,281%