Institutional Ownership Spdr S&P 400 Mid Cap Growth Et (MDYG)
This table provides information about the institutional ownership of Spdr S&P 400 Mid Cap Growth Et (MDYG). We have compiled data on the 374 institutions that hold shares in the stock, with a total of 27.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.34 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
3,545,893
shares
|
$303 Million
0.12% of portfolio
|
Q1 2024
Added 464.85%
|
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
2,338,006
shares
|
$200 Million
0.14% of portfolio
|
Q1 2024
Reduced 1.83%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 13, 2024 Q1 2024 |
1,786,214
shares
|
$153 Million
0.35% of portfolio
|
Q1 2024
Reduced 1.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,534,582
shares
|
$131 Million
0.07% of portfolio
|
Q1 2024
Reduced 6.31%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2024 Q1 2024 |
1,209,618
shares
|
$103 Million
0.8% of portfolio
|
Q1 2024
Added 365.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
1,186,230
shares
|
$101 Million
0.12% of portfolio
|
Q1 2024
Reduced 5.03%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
857,383
shares
|
$73.3 Million
1.36% of portfolio
|
Q1 2024
Added 2.2%
|
|
|
Townsquare Capital LLC
|
May 15, 2024 Q1 2024 |
727,372
shares
|
$62.2 Million
0.95% of portfolio
|
Q1 2024
Added 3.38%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Apr 24, 2024 Q1 2024 |
669,453
shares
|
$57.2 Million
5.24% of portfolio
|
Q1 2024
Reduced 34.29%
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
663,869
shares
|
$56.7 Million
0.72% of portfolio
|
Q1 2024
Added 5.39%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2024 Q1 2024 |
425,999
shares
|
$36.4 Million
0.52% of portfolio
|
Q1 2024
Reduced 16.73%
|
|
|
Financial Advisory Service, Inc.
|
Apr 29, 2024 Q1 2024 |
423,477
shares
|
$36.2 Million
3.44% of portfolio
|
Q1 2024
Added 3.05%
|
|
|
North Rock Partners, LLC
|
May 07, 2024 Q1 2024 |
410,599
shares
|
$35.1 Million
3.05% of portfolio
|
Q1 2024
Reduced 1.35%
|
|
|
First National Trust CO
|
Apr 26, 2024 Q1 2024 |
395,228
shares
|
$33.8 Million
1.41% of portfolio
|
Q1 2024
Reduced 51.81%
|
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
386,927
shares
|
$33.1 Million
0.38% of portfolio
|
Q1 2024
Added 13939.44%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 01, 2024 Q1 2024 |
367,778
shares
|
$31.4 Million
0.06% of portfolio
|
Q4 2023
Added 0.0%
|
|
|
Tradewinds Capital Management, LLC
|
Apr 18, 2024 Q1 2024 |
346,188
shares
|
$29.6 Million
8.37% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
320,933
shares
|
$27.4 Million
0.06% of portfolio
|
Q1 2024
Added 5.66%
|
|
|
Klingman & Associates, LLC
|
May 01, 2024 Q1 2024 |
301,972
shares
|
$25.8 Million
1.83% of portfolio
|
Q1 2024
Reduced 1.95%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
290,673
shares
|
$24.8 Million
0.0% of portfolio
|
Q1 2024
Added 22.52%
|
|
|
Mc Adam, LLC
|
Apr 23, 2024 Q1 2024 |
288,351
shares
|
$24.6 Million
1.63% of portfolio
|
Q1 2024
Reduced 1.85%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
273,495
shares
|
$23.4 Million
1.19% of portfolio
|
Q1 2024
Added 1.32%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
265,096
shares
|
$22.7 Million
0.01% of portfolio
|
Q1 2024
Added 7.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
258,261
shares
|
$22.1 Million
0.04% of portfolio
|
Q1 2024
Added 7.98%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
245,334
shares
|
$21 Million
0.15% of portfolio
|
Q1 2024
Reduced 30.12%
|
|