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 419 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 $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
28,986
shares
|
$2.55 Million
0.19% of portfolio
|
Q1 2025
Added 30.95%
|
|
|
Pacific Sun Financial Corp
|
Apr 16, 2025 Q1 2025 |
28,909
shares
|
$2.54 Million
1.39% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
28,736
shares
|
$2.52 Million
0.26% of portfolio
|
Q1 2025
Reduced 24.65%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
28,524
shares
|
$2.51 Million
1.6% of portfolio
|
Q3 2023
New holding
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
27,355
shares
|
$2.4 Million
0.08% of portfolio
|
Q1 2025
Reduced 5.08%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
25,121
shares
|
$2.21 Million
0.03% of portfolio
|
Q1 2025
Added 76.35%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
24,353
shares
|
$2.14 Million
0.1% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
24,053
shares
|
$2.11 Million
0.0% of portfolio
|
Q1 2025
Added 1.31%
|
|
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
Apr 30, 2025 Q1 2025 |
23,985
shares
|
$2.11 Million
1.43% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
23,157
shares
|
$2.03 Million
0.2% of portfolio
|
Q1 2025
Added 79.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
23,064
shares
|
$2.03 Million
0.0% of portfolio
|
Q3 2024
Added 34.39%
|
|
|
Barden Capital Management, Inc.
|
Apr 14, 2025 Q1 2025 |
22,377
shares
|
$1.97 Million
1.58% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
22,039
shares
|
$1.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.06%
|
|
|
Florida Financial Advisors, LLC
Tampa, FL |
May 01, 2025 Q1 2025 |
21,763
shares
|
$1.91 Million
0.67% of portfolio
|
Q1 2025
Added 63.35%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
May 14, 2025 Q1 2025 |
21,091
shares
|
$1.85 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jul 18, 2025 Q2 2025 |
21,043
shares
|
$1.85 Million
1.49% of portfolio
|
Q2 2025
Added 474.95%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
20,832
shares
|
$1.83 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
20,317
shares
|
$1.78 Million
0.01% of portfolio
|
Q1 2025
Reduced 14.18%
|
|
|
Univest Financial Corp
|
May 08, 2025 Q1 2025 |
19,921
shares
|
$1.75 Million
0.11% of portfolio
|
Q1 2025
Reduced 8.63%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
19,687
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.12%
|
|
|
American Financial & Tax Strategies Inc
New York, NY |
May 06, 2025 Q1 2025 |
19,261
shares
|
$1.69 Million
0.84% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
19,234
shares
|
$1.69 Million
0.06% of portfolio
|
Q1 2025
Added 4222.25%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
19,038
shares
|
$1.67 Million
0.26% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
18,970
shares
|
$1.67 Million
0.04% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Centennial Wealth Advisory LLC
|
Jul 17, 2025 Q2 2025 |
18,853
shares
|
$1.66 Million
0.57% of portfolio
|
Q2 2025
Added 30.66%
|