سجل الورقة المالية · ربع مؤرشف
MDYV
State Street SPDR S&P 400 Mid Cap Value ETF · Financial Services · Asset Management - Global
46الحاملون المتتبعون
+2Δ المساهمون
7.55Mالأسهم المحتفظ بها
$642.88Mالقيمة المُبلَّغ عنها
+3المراكز الجديدة
−1الخروجات
مدخلات الزخم (المديرون المماثلون):
اتساع نطاق المالكين +4.5% ·
تدفق الأسهم -11.7% ·
المراكز الجديدة الصافية +4.3%
— الصيغة
تشتت الملكية — عدد أكبر من المالكين وحصة إجمالية أصغر
جميع أرقام الملكية: مديرو 13F المتتبَّعون فقط، مراكز الأسهم العادية، فترة إعداد التقارير Q1 2026
الملكية عبر الزمن
| الربع | الملّاك | Δ | الأسهم | القيمة المُبلَّغ عنها | جديد | الخروجات |
|---|---|---|---|---|---|---|
| Q2 2026 | 47 | +2 | 7.43M | $703.62M | +2 | — |
| Q1 2026 | 46 | +2 | 7.55M | $642.88M | +3 | −1 |
| Q4 2025 | 44 | 0 | 8.55M | $730.51M | — | — |
| Q3 2025 | 6 | -2 | 1.01M | $84.55M | — | −2 |
| Q2 2025 | 5 | -1 | 41.55K | $3.30M | — | −1 |
| Q1 2025 | 4 | +1 | 70.33K | $5.42M | +1 | — |
| Q4 2024 | 3 | -1 | 83.65K | $6.71M | +1 | −2 |
| Q3 2024 | 4 | +1 | 37.27K | $2.96M | +1 | — |
| Q2 2024 | 3 | — | 44.91K | $3.28M | — | — |
من يحمله · Q1 2026
| # | المدير | الأسهم | Δ الأسهم | القيمة | وزنها | محتفظ به | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Wealth Enhancement Advisory… | 1.29M | -37.7% | $110.15M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 1.20M | -4.5% | $101.97M | 0.2% | ▼ Trim | 2 | SEC ↗ |
| 3 | LPL Financial LLC | 1.08M | +2.5% | $91.98M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 4 | Morgan Stanley ✦ | 726.10K | +12.8% | $61.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 5 | Morgan Stanley ✦ | 726.10K | +12.8% | $61.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 6 | Morgan Stanley ✦ | 726.10K | +12.8% | $61.83M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 7 | Wells Fargo & Company/Mn | 449.51K | -5.2% | $38.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 8 | Wells Fargo & Company/Mn | 449.51K | -5.2% | $38.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 449.51K | -5.2% | $38.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 10 | Cetera Investment Advisers | 410.05K | +7.5% | $34.92M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 11 | HighTower Advisors, LLC | 308.34K | -1.8% | $26.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 12 | Jones Financial Companies Lllp | 268.22K | +14.8% | $22.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 13 | Jones Financial Companies Lllp | 268.22K | +14.8% | $22.39M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 14 | Mercer Global Advisors Inc /Adv | 206.67K | +1.7% | $17.60M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Cwm, Llc | 198.94K | -1.2% | $16.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 16 | Mml Investors Services, Llc | 174.13K | +7.0% | $14.83M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 17 | Bank Of America Corp /De/ | 141.81K | +12.3% | $12.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 18 | Bank Of America Corp /De/ | 141.81K | +12.3% | $12.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 19 | Bank Of America Corp /De/ | 141.81K | +12.3% | $12.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 20 | Bank Of America Corp /De/ | 141.81K | +12.3% | $12.08M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Commonwealth Equity Services, Llc | 121.12K | +12.2% | $10.31M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 22 | Mariner, LLC | 120.22K | -5.9% | $10.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 23 | Mariner, LLC | 120.22K | -5.9% | $10.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 24 | Mariner, LLC | 120.22K | -5.9% | $10.24M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 83.95K | -63.9% | $7.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 83.95K | -63.9% | $7.15M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 27 | Raymond James Financial Inc | 80.08K | +4.2% | $6.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 28 | Raymond James Financial Inc | 80.08K | +4.2% | $6.82M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 77.05K | -36.8% | $6.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 77.05K | -36.8% | $6.56M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 31 | Stifel Financial Corp | 57.21K | -77.5% | $4.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 32 | Stifel Financial Corp | 57.21K | -77.5% | $4.87M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 33 | Northwestern Mutual Wealth… | 56.14K | +0.5% | $4.78M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 34 | UBS Group AG | 52.63K | +17.2% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 35 | UBS Group AG | 52.63K | +17.2% | $4.48M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 36 | Bnp Paribas Financial Markets | 50.00K | جديد | $4.26M | 0.0% | New | 1 | SEC ↗ |
| 37 | Osaic Holdings, Inc. | 49.15K | +4.2% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 38 | Osaic Holdings, Inc. | 49.15K | +4.2% | $4.19M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Envestnet Asset Management Inc | 48.91K | +23.5% | $4.16M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 40 | Royal Bank Of Canada | 48.14K | +16.3% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 41 | Royal Bank Of Canada | 48.14K | +16.3% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Royal Bank Of Canada | 48.14K | +16.3% | $4.10M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | AQR Capital Management ✦ | 41.51K | +3.8% | $3.53M | 0.0% | ▲ Add | 6 | SEC ↗ |
| 44 | JPMorgan Chase ✦ | 32.74K | -1.7% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | JPMorgan Chase ✦ | 32.74K | -1.7% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | JPMorgan Chase ✦ | 32.74K | -1.7% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | JPMorgan Chase ✦ | 32.74K | -1.7% | $2.72M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Creative Planning | 29.74K | -3.7% | $2.53M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 49 | Captrust Financial Advisors | 25.00K | -5.4% | $2.13M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | Truist Financial Corp | 22.82K | -2.2% | $1.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Quantinno Capital Management LP | 21.28K | -22.1% | $1.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Focus Partners Wealth | 14.65K | -15.9% | $1.25M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 53 | Brown Advisory Inc | 14.11K | +2.5% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 54 | Brown Advisory Inc | 14.11K | +2.5% | $1.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 55 | Fidelity (FMR) ✦ | 12.46K | +27.7% | $1.06M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 56 | Cerity Partners LLC | 10.59K | +303.0% | $901,686 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 57 | Cerity Partners LLC | 10.59K | +303.0% | $901,686 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 58 | Susquehanna International Group, Llp | 10.57K | -77.4% | $900,461 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 59 | BlackRock ✦ (سلبي) | 7.11K | -7.2% | $605,757 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 60 | BlackRock ✦ (سلبي) | 7.11K | -7.2% | $605,757 | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 61 | Blair William & Co/Il | 3.95K | +51.4% | $336,257 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 62 | Fifth Third Bancorp | 2.42K | جديد | $206,061 | 0.0% | New | 1 | SEC ↗ |
| 63 | Corient Private Wealth LP | 2.40K | جديد | $204,245 | 0.0% | New | 1 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 1.90K | +8.9% | $161,700 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 65 | Rockefeller Capital Management L.P. | 1.49K | +18.5% | $127,131 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 66 | Us Bancorp \De\ | 604 | -0.8% | $51,431 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 67 | Us Bancorp \De\ | 604 | -0.8% | $51,431 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 68 | Assetmark, Inc | 529 | -73.0% | $45,044 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Allspring Global Investments… | 154 | 0.0% | $13,150 | 0.0% | Held | 2 | SEC ↗ |
| 70 | Russell Investments Group, Ltd. | 151 | -22.6% | $12,858 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 71 | Citigroup Inc | 2 | -33.3% | $170 | 0.0% | ▼ Trim | 2 | SEC ↗ |
"وزنهم" = حصة المركز من إجمالي قيمة حقوق الملكية 13F المُبلَّغ عنها لدى ذلك المدير — مقياس الاقتناع. ✦ = مدير منتقى.
المشترون الجدد
| Bnp Paribas Financial Markets | $4.26M | 0.0% |
| Fifth Third Bancorp | $206,061 | 0.0% |
| Corient Private Wealth LP | $204,245 | 0.0% |
تم الخروج
| Qube Research & Technologies… | $1,100 | كان 0.0% |
سياق السوق الكاملة: عبر جميع مودعي 13F (بيانات SEC المنظّمة، Q1 2026): 372 المالكون, 20.75M الأسهم, $1.78B مُبلَّغ عنه. هذه فترة مختلفة وأقدم من أرقام الكون المتتبع أعلاه، ولا يتم دمج الاثنين في أي وقت.
كثيراً ما تُمتلك معاً
ما يحمله حاملو هذا الورقة المالية المتتبعون في أغلب الأحيان — إحصاءات التملّك المشترك، لا علاقات أساسية.
المصدر: الملكية من مراكز الأسهم العادية المُحللة في نماذج 13F (الكون المتتبَّع، مجموعات مقارنة للتغيرات)؛ صفوف المطلعين من النماذج 3/4/5؛ الحصص من الجداول 13D/13G؛ كل إيداع يرتبط بنسخته الأصلية على SEC EDGAR.
فترة الإبلاغ: Q1 2026 ·
المنهجية ·
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