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 430 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,911
shares
|
$168,129
0.02% of portfolio
|
Q2 2024
Added 22.19%
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
1,871
shares
|
$164,610
0.01% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
1,818
shares
|
$159,947
0.0% of portfolio
|
Q2 2025
New holding
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,800
shares
|
$158,364
0.0% of portfolio
|
Q4 2024
Reduced 33.94%
|
|
Glenmede Investment Management, LP
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
1,800
shares
|
$158,364
0.0% of portfolio
|
Q2 2025
New holding
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,795
shares
|
$157,924
0.0% of portfolio
|
Q2 2024
Reduced 8.65%
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,700
shares
|
$149,566
0.02% of portfolio
|
Q2 2025
Added 0.18%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
1,675
shares
|
$147,366
0.01% of portfolio
|
Q2 2025
Added 279.82%
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
1,578
shares
|
$138,832
0.01% of portfolio
|
Q2 2025
Reduced 14.38%
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
1,421
shares
|
$125,019
0.04% of portfolio
|
Q2 2025
Added 2.97%
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,328
shares
|
$116,837
0.02% of portfolio
|
Q1 2025
Reduced 37.15%
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
1,299
shares
|
$114,286
0.0% of portfolio
|
Q4 2022
New holding
|
|
Dhjj Financial Advisors, Ltd.
|
Jul 21, 2025 Q2 2025 |
1,294
shares
|
$113,846
0.05% of portfolio
|
Q2 2025
Added 2.13%
|
|
Urban Financial Advisory Corp
Chicago, IL |
Aug 15, 2025 Q2 2025 |
1,118
shares
|
$98,361
0.05% of portfolio
|
Q2 2025
Added 0.27%
|
|
Ballast Advisors LLC
|
Jul 31, 2025 Q2 2025 |
1,059
shares
|
$93,170
0.03% of portfolio
|
Q3 2020
Reduced 1.94%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
1,052
shares
|
$92,554
0.01% of portfolio
|
Q1 2023
Reduced 30.93%
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
906
shares
|
$79,709
0.0% of portfolio
|
Q2 2025
Added 29.24%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
893
shares
|
$78,566
0.0% of portfolio
|
Q2 2025
Added 8.9%
|
|
Briaud Financial Planning, Inc
College Station, TX |
Jul 30, 2025 Q2 2025 |
873
shares
|
$76,806
0.03% of portfolio
|
Q2 2025
New holding
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Aug 12, 2025 Q2 2025 |
864
shares
|
$76,014
0.05% of portfolio
|
Q2 2025
Added 0.23%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
853
shares
|
$75,046
0.01% of portfolio
|
Q2 2025
Added 80.72%
|
|
Russell Investments Group, Ltd.
|
Aug 13, 2025 Q2 2025 |
832
shares
|
$73,199
0.0% of portfolio
|
Q2 2025
Added 0.12%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
729
shares
|
$64,137
0.0% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
Compass Financial Services Inc
West Des Moines, IA |
Aug 08, 2025 Q2 2025 |
718
shares
|
$63,169
0.03% of portfolio
|
Q1 2025
New holding
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
696
shares
|
$61,234
0.0% of portfolio
|
Q1 2025
New holding
|