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 417 institutions that hold shares in the stock, with a total of 25.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
E Rn Financial, LLC
|
Apr 21, 2025 Q1 2025 |
105,891
shares
|
$8.02 Million
1.36% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
95,478
shares
|
$7.23 Million
4.41% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
92,613
shares
|
$7.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Feb 18, 2025 Q4 2024 |
91,546
shares
|
$6.94 Million
0.56% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
89,218
shares
|
$6.76 Million
0.09% of portfolio
|
Q4 2024
Added 11.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
80,798
shares
|
$6.12 Million
0.0% of portfolio
|
Q4 2024
Added 4.32%
|
|
|
Prestige Wealth Management Group LLC
|
Feb 11, 2025 Q4 2024 |
79,042
shares
|
$5.99 Million
1.51% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
77,278
shares
|
$5.86 Million
0.01% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Apr 16, 2025 Q1 2025 |
73,633
shares
|
$5.58 Million
0.89% of portfolio
|
Q1 2025
Added 3.84%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
73,023
shares
|
$5.53 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
70,886
shares
|
$5.37 Million
1.54% of portfolio
|
Q1 2025
Reduced 10.61%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
70,562
shares
|
$5.35 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
70,045
shares
|
$5.31 Million
0.88% of portfolio
|
Q4 2024
Added 22.6%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
65,503
shares
|
$4.96 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
64,238
shares
|
$4.87 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
63,932
shares
|
$4.84 Million
0.02% of portfolio
|
Q4 2024
Added 6.62%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
62,752
shares
|
$4.75 Million
2.49% of portfolio
|
Q1 2025
Reduced 2.33%
|
|
|
Chartist Inc
Seal Beach, CA |
Feb 12, 2025 Q4 2024 |
59,309
shares
|
$4.49 Million
4.04% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Feb 13, 2025 Q4 2024 |
56,167
shares
|
$4.26 Million
2.49% of portfolio
|
Q4 2024
Added 9.34%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
55,278
shares
|
$4.19 Million
0.42% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
54,187
shares
|
$4.11 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jan 27, 2025 Q4 2024 |
51,676
shares
|
$3.92 Million
0.51% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
50,697
shares
|
$3.84 Million
0.16% of portfolio
|
Q4 2024
Added 3.58%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Apr 15, 2025 Q1 2025 |
48,469
shares
|
$3.67 Million
2.85% of portfolio
|
Q1 2025
Added 28.74%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
48,401
shares
|
$3.67 Million
0.06% of portfolio
|
Q4 2024
Added 7.75%
|