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 |
|---|---|---|---|---|---|
|
Integrated Capital Management, LLC
Bloomfield, MI |
Jan 03, 2025 Q4 2024 |
95,478
shares
|
$8.41 Million
4.41% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Nov 13, 2024 Q3 2024 |
90,917
shares
|
$8.01 Million
0.54% of portfolio
|
Q3 2024
Reduced 5.77%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
81,455
shares
|
$7.18 Million
0.01% of portfolio
|
Q3 2024
Added 54.64%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
80,213
shares
|
$7.07 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Prestige Wealth Management Group LLC
|
Nov 14, 2024 Q3 2024 |
80,074
shares
|
$7.06 Million
1.53% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
79,227
shares
|
$6.98 Million
1.78% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
77,455
shares
|
$6.82 Million
0.0% of portfolio
|
Q3 2024
Reduced 13.34%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
76,898
shares
|
$6.78 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
73,138
shares
|
$6.44 Million
0.03% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
72,489
shares
|
$6.39 Million
0.84% of portfolio
|
Q3 2024
Reduced 12.44%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
70,562
shares
|
$6.22 Million
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
66,406
shares
|
$5.85 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
65,503
shares
|
$5.77 Million
0.06% of portfolio
|
Q2 2022
New holding
|
|
|
Chartist Inc
Seal Beach, CA |
Nov 14, 2024 Q3 2024 |
61,066
shares
|
$5.38 Million
4.02% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
59,961
shares
|
$5.28 Million
0.02% of portfolio
|
Q3 2024
Reduced 21.53%
|
|
|
Total Wealth Planning, LLC
|
Oct 10, 2024 Q3 2024 |
57,841
shares
|
$5.1 Million
0.84% of portfolio
|
Q3 2024
Reduced 2.52%
|
|
|
Waller Financial Planning Group, Inc
|
Jan 03, 2025 Q4 2024 |
57,803
shares
|
$5.09 Million
1.27% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
57,131
shares
|
$5.03 Million
0.69% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
55,427
shares
|
$4.88 Million
0.43% of portfolio
|
Q3 2024
Reduced 1.83%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
54,394
shares
|
$4.79 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Oct 22, 2024 Q3 2024 |
51,948
shares
|
$4.58 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.76%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 06, 2024 Q3 2024 |
51,371
shares
|
$4.53 Million
2.23% of portfolio
|
Q3 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
51,217
shares
|
$4.51 Million
0.17% of portfolio
|
Q3 2024
Added 13.75%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
48,946
shares
|
$4.31 Million
0.15% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
44,918
shares
|
$3.96 Million
0.06% of portfolio
|
Q3 2024
Reduced 17.04%
|