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 |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
44,596
shares
|
$3.38 Million
0.08% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
44,067
shares
|
$3.34 Million
0.1% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
43,811
shares
|
$3.32 Million
0.09% of portfolio
|
Q4 2024
Added 41.62%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
43,380
shares
|
$3.29 Million
0.0% of portfolio
|
Q3 2024
Reduced 52.12%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
42,629
shares
|
$3.23 Million
0.01% of portfolio
|
Q4 2024
Added 12.64%
|
|
|
Waller Financial Planning Group, Inc
|
Apr 02, 2025 Q1 2025 |
41,757
shares
|
$3.16 Million
0.93% of portfolio
|
Q1 2025
Reduced 27.76%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
41,475
shares
|
$3.14 Million
0.17% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
40,427
shares
|
$3.06 Million
0.22% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
39,436
shares
|
$2.99 Million
0.5% of portfolio
|
Q3 2023
Added 4.89%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
38,697
shares
|
$2.93 Million
0.03% of portfolio
|
Q4 2024
Added 9.31%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
38,138
shares
|
$2.89 Million
0.4% of portfolio
|
Q4 2024
Reduced 47.39%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
37,442
shares
|
$2.84 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
36,335
shares
|
$2.75 Million
0.02% of portfolio
|
Q4 2024
Added 19.61%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
35,191
shares
|
$2.67 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
32,214
shares
|
$2.44 Million
0.1% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
31,750
shares
|
$2.41 Million
0.0% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Investors Research Corp
|
Apr 08, 2025 Q1 2025 |
29,468
shares
|
$2.23 Million
0.52% of portfolio
|
Q1 2025
Reduced 0.45%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
28,926
shares
|
$2.19 Million
0.01% of portfolio
|
Q4 2024
Reduced 4.31%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
28,909
shares
|
$2.19 Million
1.39% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
28,806
shares
|
$2.18 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
28,524
shares
|
$2.16 Million
1.6% of portfolio
|
Q3 2023
New holding
|
|
|
Occidental Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
28,364
shares
|
$2.15 Million
0.39% of portfolio
|
Q4 2024
Added 24.13%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
27,397
shares
|
$2.08 Million
0.09% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
27,339
shares
|
$2.07 Million
0.03% of portfolio
|
Q1 2025
Added 124.7%
|
|
|
Oak Root LLC
Santa Barbara, CA |
Apr 10, 2025 Q1 2025 |
27,030
shares
|
$2.05 Million
0.29% of portfolio
|
Q1 2025
Added 3.34%
|