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 422 institutions that hold shares in the stock, with a total of 25 Million shares, which have been reported (via 13F filing form) to have a value of $2.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
2,720
shares
|
$241,617
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
2,707
shares
|
$240,462
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
2,700
shares
|
$239,841
0.0% of portfolio
|
Q1 2025
Reduced 74.53%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,689
shares
|
$238,863
0.02% of portfolio
|
Q1 2025
Added 30.22%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
2,669
shares
|
$237,087
0.04% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Sterling Financial Planning, Inc.
|
Apr 28, 2025 Q1 2025 |
2,644
shares
|
$234,866
0.08% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Goldstein Advisors, LLC
Madison, WI |
Apr 23, 2025 Q1 2025 |
2,641
shares
|
$234,600
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Carmichael Hill & Associates, Inc.
|
Oct 29, 2024 Q3 2024 |
2,641
shares
|
$234,600
0.08% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
2,639
shares
|
$234,422
0.11% of portfolio
|
Q1 2025
Reduced 1.27%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
2,623
shares
|
$233,001
0.01% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
2,596
shares
|
$230,602
0.2% of portfolio
|
Q1 2025
Reduced 3.35%
|
|
|
Measured Wealth Private Client Group, LLC
|
May 12, 2025 Q1 2025 |
2,596
shares
|
$230,602
0.07% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
2,469
shares
|
$219,321
0.02% of portfolio
|
Q2 2025
Reduced 2.41%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
2,402
shares
|
$213,369
0.03% of portfolio
|
Q2 2025
Reduced 11.07%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
2,399
shares
|
$213,103
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
2,328
shares
|
$206,796
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Somerset Trust CO
|
Jul 07, 2025 Q2 2025 |
2,309
shares
|
$205,108
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
2,168
shares
|
$192,583
0.01% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
2,145
shares
|
$190,540
0.03% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
2,000
shares
|
$177,660
0.0% of portfolio
|
Q1 2025
Reduced 33.86%
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
1,911
shares
|
$169,754
0.02% of portfolio
|
Q2 2024
Added 22.19%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,843
shares
|
$163,713
0.01% of portfolio
|
Q1 2025
Added 0.05%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
1,800
shares
|
$159,894
0.0% of portfolio
|
Q4 2024
Reduced 33.94%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,795
shares
|
$159,449
0.0% of portfolio
|
Q2 2024
Reduced 8.65%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
1,700
shares
|
$151,011
0.02% of portfolio
|
Q2 2025
Added 0.18%
|