SS SPDR S&P 400 MC GR ETFMDYGETF
13F holders, Q1 2024 (March 31)367holders
$86.85avg. 13F price*
At the end of Q1 2024, 367 institutions reported holding SS SPDR S&P 400 MC GR ETF (MDYG) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($309.5M), Citigroup Inc. ($204.1M) and Financial Engines Advisors L.L.C. ($155.9M).
- Company
- SS SPDR S&P 400 MC GR ETF
- Filed as
- SPDR SER TR (Q1 2024)
- CUSIP
- 78464A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $76.1M |
| Exits | 17 | $9.2M |
Ownership 367 holders
| Envestnet Asset Management Inc. | 0.12% | Add +464.9% | 3,545,893 | $309.5M |
| Citigroup Inc. | 0.22% | Reduce -1.8% | 2,338,006 | $204.1M |
| Financial Engines Advisors L.L.C. | 0.35% | Reduce -1.9% | 1,786,214 | $155.9M |
| LPL Financial LLC | 0.07% | Reduce -6.3% | 1,534,582 | $134.0M |
| Clark Capital Management Group, Inc. | 0.79% | Add +365.0% | 1,209,618 | $105.6M |
| Stifel Financial Corp. | 0.12% | Reduce -5.0% | 1,186,230 | $103.5M |
| NorthRock Partners, LLC | 2.98% | Add +5.7% | 888,334 | $77.5M |
| Benjamin F. Edwards & Company, Inc. | 1.36% | Add +2.2% | 857,383 | $74.8M |
| Townsquare Capital LLC | 0.93% | Add +3.4% | 727,372 | $63.5M |
| Parcion Private Wealth LLC | 5.14% | Reduce -34.3% | 669,453 | $58.4M |
| AE Wealth Management LLC | 0.66% | Add +5.4% | 663,869 | $57.9M |
| Confluence Investment Management LLC | 0.50% | Reduce -1.3% | 425,999 | $37.2M |
| FAS Wealth Partners, Inc. | 3.28% | Add +3.0% | 423,477 | $37.0M |
| Chartist Inc. | 18.76% | Reduce -3.2% | 65,737 | $36.6M |
| First National Trust Co | 1.40% | Reduce -51.8% | 395,228 | $34.5M |
| Orion Porfolio Solutions, LLC | 0.36% | Add +13939.4% | 386,927 | $33.8M |
| Orion Portfolio Solutions, LLC | 0.36% | Add +13939.4% | 386,927 | $33.8M |
| Tradewinds Capital Management, LLC | 8.35% | New | 346,188 | $30.2M |
| Osaic Holdings, Inc. | 0.06% | Add +5.7% | 320,933 | $28.0M |
| Klingman & Associates, LLC | 1.90% | Reduce -1.9% | 301,972 | $26.4M |
| Morgan Stanley | 0.00% | Add +22.5% | 290,673 | $25.4M |
| McAdam, LLC | 1.61% | Reduce -1.9% | 288,351 | $25.2M |
| GHP Investment Advisors, Inc. | 1.18% | Add +1.3% | 273,495 | $23.9M |
| Wells Fargo & Company | 0.01% | Add +7.7% | 265,096 | $23.1M |
| Rehmann Capital Advisory Group | 1.68% | Add +6.8% | 258,485 | $22.6M |
| HighTower Advisors, LLC | 0.04% | Add +8.0% | 258,261 | $22.6M |
| Private Advisor Group, LLC | 0.15% | Reduce -30.1% | 245,334 | $21.4M |
| Corient Private Wealth LP | 0.04% | Reduce -2.8% | 240,377 | $21.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.4% | 216,340 | $18.9M |
| Convergence Financial, LLC | 7.49% | Reduce -7.9% | 207,941 | $18.2M |
| Rodgers & Associates, LTD | 2.18% | Add +1.0% | 194,666 | $17.0M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Add +7.5% | 193,919 | $16.9M |
| Cetera Investment Advisers | 0.04% | Add +285.0% | 193,820 | $16.9M |
| Tiaa Trust, National Association | 0.05% | Reduce -3.0% | 177,602 | $15.5M |
| Principal Securities, Inc. | 0.48% | Add +404.9% | 177,219 | $15.5M |
| KWB Wealth | 2.00% | Reduce -3.9% | 170,127 | $14.9M |
| Signet Financial Management, LLC | 1.97% | Reduce -2.4% | 164,074 | $14.3M |
| Shakespeare Wealth Management, LLC | 3.86% | Reduce -3.0% | 152,582 | $13.3M |
| JNBA Financial Advisors | 1.36% | Reduce -26.4% | 147,934 | $12.9M |
| Mariner, LLC | 0.03% | Add +9.9% | 140,894 | $12.3M |
| Truist Financial Corp. | 0.02% | Add +2.9% | 134,064 | $11.7M |
| Etfidea, LLC | 3.78% | Add +0.2% | 127,181 | $11.1M |
| Bank of America Corp. | 0.00% | Reduce -1.7% | 119,145 | $10.4M |
| SFG Wealth Management, LLC. | 5.39% | Add +9.6% | 104,013 | $9.1M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -21.8% | 103,502 | $9.0M |
| WCG Wealth Advisors LLC | 0.70% | Reduce -26.8% | 95,884 | $8.4M |
| ERn Financial, LLC | 1.44% | Reduce -1.4% | 94,801 | $8.3M |
| Envestnet Portfolio Solutions, Inc. | 0.03% | New | 94,467 | $8.2M |
| Balanced Wealth Group LLC | 3.60% | Add +479.7% | 214,115 | $8.1M |
| Prestige Wealth Management Group LLC | 1.61% | Reduce -7.3% | 85,496 | $7.5M |
| Diligent Investors, LLC | 1.86% | Reduce -1.2% | 84,838 | $7.4M |
| UBS Group AG | 0.00% | Add +1.6% | 82,568 | $7.2M |
| Perennial Investment Advisors, LLC | 1.09% | Add +5.0% | 82,298 | $7.2M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +37.0% | 76,340 | $6.7M |
| Pinnacle Family Advisors, LLC | 3.54% | New | 76,195 | $6.7M |
| Pathstone Holdings, LLC | 0.03% | Add +2.0% | 75,821 | $6.6M |
| Executive Wealth Management, LLC | 0.57% | New | 74,793 | $6.5M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -2.5% | 70,995 | $6.2M |
| Royal Bank of Canada | 0.00% | Add +44.1% | 70,416 | $6.1M |
| Councilor Wealth, LLC | 3.06% | Reduce -4.0% | 70,076 | $6.1M |
| Avantax Planning Partners, Inc. | 0.19% | Reduce -6.8% | 67,601 | $5.9M |
| MML Investors Services, LLC | 0.02% | Add +69.8% | 66,571 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +24.0% | 66,316 | $5.8M |
| Total Wealth Planning, LLC | 0.94% | Reduce -7.4% | 62,789 | $5.5M |
| Foundations Investment Advisors, LLC | 0.14% | Add +45.0% | 62,646 | $5.5M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +253.8% | 60,955 | $5.3M |
| WealthShield Partners, LLC | 0.85% | Reduce -14.0% | 60,214 | $5.3M |
| Centennial Wealth Advisory LLC | 2.21% | Add +184.1% | 54,767 | $4.8M |
| Waller Financial Planning Group, Inc. | 1.24% | Reduce -2.8% | 53,485 | $4.7M |
| Syntegra Private Wealth Group, LLC | 0.59% | Reduce -33.0% | 52,530 | $4.6M |
| Bernardo Wealth Planning LLC | 1.24% | Reduce -5.0% | 51,216 | $4.5M |
| BNP Paribas Financial Markets | 0.01% | New | 50,000 | $4.4M |
| Signature Estate & Investment Advisors LLC | 0.12% | Reduce -13.8% | 49,080 | $4.3M |
| Gladstone Institutional Advisory LLC | 0.23% | Reduce -2.4% | 48,811 | $4.3M |
| Benjamin Edwards Inc. | 0.78% | Add +8.3% | 44,964 | $3.9M |
| Prudential Financial Inc. | 0.01% | Add +110.1% | 44,294 | $3.9M |
| Susquehanna International Group, LLP | 0.01% | Add +479.0% | 44,024 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +64.8% | 43,718 | $3.8M |
| Cary Street Partners Investment Advisory LLC | 0.16% | Reduce -19.4% | 42,885 | $3.7M |
| SigFig Wealth Management, LLC | 0.14% | New | 42,289 | $3.7M |
| Chicago Partners Investment Group LLC | 0.15% | Add +20.5% | 42,847 | $3.6M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +7.8% | 40,406 | $3.5M |
| Goldstone Financial Group, LLC | 0.80% | Add +26.8% | 40,184 | $3.5M |
| Koshinski Asset Management, Inc. | 0.36% | Add +1101.7% | 39,932 | $3.5M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -0.4% | 38,339 | $3.3M |
| Portside Wealth Group, LLC | 0.61% | Add +4.1% | 37,832 | $3.3M |
| Keeley-Teton Advisors, LLC | 0.41% | Add +4.4% | 37,739 | $3.3M |
| Jones Financial Companies LLLP | 0.00% | Add +13.6% | 36,695 | $3.2M |
| IHT Wealth Management, LLC | 0.13% | Add +64.2% | 35,937 | $3.1M |
| Visionary Wealth Advisors | 0.20% | Add +0.1% | 33,845 | $3.0M |
| Geneos Wealth Management Inc. | 0.13% | Add +46.0% | 33,380 | $2.9M |
| Bellwether Advisors, LLC | 0.64% | Add +3.4% | 33,223 | $2.9M |
| Equitable Holdings, Inc. | 0.03% | Add +6.0% | 31,747 | $2.8M |
| Atria Investments, Inc | 0.04% | Add +16.3% | 31,495 | $2.7M |
| Investors Research Corp | 0.62% | Reduce -1.0% | 30,380 | $2.7M |
| Creative Planning | 0.00% | Add +0.9% | 30,004 | $2.6M |
| Pacific Sun Financial Corp | 1.52% | Reduce -0.3% | 29,904 | $2.6M |
| Comerica Bank | 0.01% | Reduce -7.4% | 29,848 | $2.6M |
| Courage Miller Partners, LLC | 0.90% | Add +0.1% | 29,774 | $2.6M |
| Oak Root LLC | 0.34% | Add +16.4% | 29,228 | $2.6M |
"% of holder's portfolio" is MDYG's weight in each manager's 13F, not the share of SS SPDR S&P 400 MC GR ETF the manager owns.