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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$262M +$235M +4,654,646 +7,014%
Osaic Holdings
2
Osaic Holdings
Arizona
$150M +$124M +2,452,481 +993%
CCMG
3
Clark Capital Management Group
Pennsylvania
$83.8M +$73M +1,445,902 +2,239%
Financial Engines Advisors
4
Financial Engines Advisors
California
$75.4M -$7.67M -151,968 -10%
NP
5
NorthRock Partners
Minnesota
$53.3M +$113K +2,246 +0.2%
Stifel Financial
6
Stifel Financial
Missouri
$45.8M -$32.7M -648,055 -44%
AA
7
Alesco Advisors
New York
$36.1M +$1.1M +21,837 +3%
TC
8
TownSquare Capital
Utah
$34.2M +$928K +18,378 +3%
FWP
9
FAS Wealth Partners
Kansas
$34.2M -$907K -17,975 -3%
LPL Financial
10
LPL Financial
California
$31.4M +$17.5M +346,377 +158%
OPS
11
Orion Portfolio Solutions
Nebraska
$31.3M +$28.4M +563,229 New
ML
12
McAdam LLC
Pennsylvania
$21.2M -$1.42M -28,217 -7%
BFEC
13
Benjamin F. Edwards & Company
Missouri
$20.8M -$14M -277,328 -43%
LFS
14
Lutz Financial Services
Nebraska
$20.7M +$1.89M +37,505 +11%
FPF
15
First Pacific Financial
Washington
$19.1M -$545K -10,793 -3%
TF
16
TIAA FSB
Florida
$18.9M -$715K -14,162 -4%
KA
17
Klingman & Associates
New York
$18.2M -$49.3K -977 -0.3%
FIM
18
Freedom Investment Management
Connecticut
$13.6M +$9.46M +187,491 +324%
GIA
19
GHP Investment Advisors
Colorado
$13M +$263K +5,203 +2%
CIM
20
Confluence Investment Management
Missouri
$12.9M -$8.27M -163,821 -41%
MWM
21
Merriman Wealth Management
Washington
$12.9M -$987K -19,548 -8%
HighTower Advisors
22
HighTower Advisors
Illinois
$11.9M +$9.15M +181,306 +542%
WIA
23
World Investment Advisors
California
$11.4M +$9.41M +186,439 New
SFM
24
Signet Financial Management
New Jersey
$10.9M +$237K +4,689 +2%
KW
25
KWB Wealth
California
$10.4M +$9.43M +186,871 New