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 390 institutions that hold shares in the stock, with a total of 23.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.09 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Catalyst Wealth Management, LLC
Atlanta, GA |
Apr 11, 2023 Q1 2023 |
3,036
shares
|
$265,558
0.19% of portfolio
|
Q1 2023
Reduced 10.78%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
3,024
shares
|
$264,509
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
3,010
shares
|
$263,284
0.01% of portfolio
|
Q3 2024
Added 0.64%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
2,983
shares
|
$260,923
0.0% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
2,972
shares
|
$259,960
0.1% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
2,899
shares
|
$253,575
0.13% of portfolio
|
Q3 2024
Reduced 0.34%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
2,799
shares
|
$244,828
0.03% of portfolio
|
Q3 2024
Reduced 74.35%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
2,786
shares
|
$243,691
0.04% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
2,728
shares
|
$238,618
0.12% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
2,725
shares
|
$238,355
0.0% of portfolio
|
Q3 2023
Reduced 7.25%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
2,725
shares
|
$238,355
0.13% of portfolio
|
Q3 2024
Reduced 9.53%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,722
shares
|
$238,093
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,641
shares
|
$231,008
0.08% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Oct 24, 2024 Q3 2024 |
2,641
shares
|
$231,008
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Sterling Financial Planning, Inc.
|
Oct 31, 2024 Q3 2024 |
2,626
shares
|
$229,696
0.09% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
2,623
shares
|
$229,433
0.01% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Measured Wealth Private Client Group, LLC
|
Oct 25, 2024 Q3 2024 |
2,622
shares
|
$229,346
0.08% of portfolio
|
Q3 2024
Reduced 73.92%
|
|
|
Fingerlakes Wealth Management, Inc.
|
Oct 31, 2024 Q3 2024 |
2,603
shares
|
$227,684
0.19% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Fifth Third Securities, Inc.
|
Oct 11, 2024 Q3 2024 |
2,599
shares
|
$227,334
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
2,530
shares
|
$221,299
0.02% of portfolio
|
Q2 2024
Reduced 7.46%
|
|
|
Somerset Trust CO
|
Oct 08, 2024 Q3 2024 |
2,526
shares
|
$220,949
0.08% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
2,512
shares
|
$219,724
0.02% of portfolio
|
Q3 2024
Reduced 23.88%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 21, 2024 Q3 2024 |
2,431
shares
|
$212,639
0.02% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
2,421
shares
|
$211,764
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
2,331
shares
|
$203,892
0.2% of portfolio
|
Q3 2024
New holding
|