SS SPDR S&P 400 MC GR ETFMDYGETF
13F holders, Q2 2024 (June 30)365holders −2
38new positions
45sold out
2famous investors
$83.57avg. 13F price*
At the end of Q2 2024, 365 institutions reported holding SS SPDR S&P 400 MC GR ETF (MDYG) in their 13F filings, down 2 from Q1 2024. 38 opened new positions and 45 sold out. The largest holders were Citigroup Inc. ($201.9M), Financial Engines Advisors L.L.C. ($145.3M) and LPL Financial LLC ($141.7M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- SS SPDR S&P 400 MC GR ETF
- Filed as
- SPDR SER TR (Q2 2024)
- CUSIP
- 78464A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 38 | $39.3M |
| Exits | 45 | $32.2M |
All 13F filers, Q1 2024 → Q2 2024: 1,832,664 shares bought and 8,448,375 shares sold, net −6,615,711 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 365 holders
| Citigroup Inc. | 0.20% | Add +2.8% | 2,402,340 | $201.9M |
| Financial Engines Advisors L.L.C. | 0.32% | Reduce -3.2% | 1,728,650 | $145.3M |
| LPL Financial LLC | 0.07% | Add +9.8% | 1,685,162 | $141.7M |
| NorthRock Partners, LLC | 3.01% | Add +7.0% | 950,088 | $79.9M |
| AE Wealth Management LLC | 0.63% | Add +12.2% | 744,990 | $62.6M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -81.2% | 666,631 | $56.0M |
| Parcion Private Wealth LLC | 4.85% | Reduce -5.8% | 630,970 | $53.0M |
| Stifel Financial Corp. | 0.05% | Reduce -59.0% | 486,367 | $40.9M |
| FAS Wealth Partners, Inc. | 3.19% | Add +3.8% | 439,487 | $36.9M |
| Chartist Inc. | 17.89% | Reduce -1.9% | 64,459 | $34.5M |
| Benjamin F. Edwards & Company, Inc. | 0.59% | Reduce -53.1% | 402,009 | $33.8M |
| First National Trust Co | 1.22% | Reduce -10.5% | 353,717 | $29.7M |
| Wells Fargo & Company | 0.01% | Add +28.7% | 341,282 | $28.7M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +67.4% | 324,544 | $27.3M |
| Klingman & Associates, LLC | 1.71% | Reduce -0.3% | 301,136 | $25.3M |
| Morgan Stanley | 0.00% | Add +3.0% | 299,332 | $25.2M |
| Tiaa Trust, National Association | 0.07% | Add +61.2% | 286,279 | $24.1M |
| McAdam, LLC | 1.45% | Reduce -0.8% | 286,058 | $24.0M |
| Private Advisor Group, LLC | 0.16% | Add +14.1% | 279,794 | $23.5M |
| GHP Investment Advisors, Inc. | 1.16% | Add +0.9% | 276,048 | $23.2M |
| Avantax Planning Partners, Inc. | 0.73% | Add +297.3% | 268,566 | $22.6M |
| HighTower Advisors, LLC | 0.03% | Reduce -7.2% | 239,781 | $20.2M |
| Rehmann Capital Advisory Group | 1.42% | Reduce -9.0% | 235,259 | $19.8M |
| Corient Private Wealth LP | 0.03% | Reduce -6.5% | 224,724 | $18.8M |
| Ameriprise Financial Inc. | 0.00% | Add +0.3% | 217,019 | $18.2M |
| Osaic Holdings, Inc. | 0.04% | Reduce -32.5% | 216,611 | $18.2M |
| Clark Capital Management Group, Inc. | 0.13% | Reduce -82.3% | 214,608 | $18.0M |
| Convergence Financial, LLC | 4.61% | Reduce -0.3% | 207,370 | $17.4M |
| Rodgers & Associates, LTD | 2.09% | Reduce -0.7% | 193,315 | $16.3M |
| Confluence Investment Management LLC | 0.22% | Reduce -56.9% | 183,821 | $15.5M |
| KWB Wealth | 2.00% | Reduce -2.3% | 166,153 | $14.5M |
| Shakespeare Wealth Management, LLC | 4.17% | Add +12.6% | 171,793 | $14.4M |
| Bank of America Corp. | 0.00% | Add +36.1% | 162,107 | $13.6M |
| Signet Financial Management, LLC | 1.75% | Reduce -6.1% | 154,057 | $13.0M |
| Mariner, LLC | 0.02% | Add +7.6% | 151,652 | $12.7M |
| Truist Financial Corp. | 0.02% | Add +6.3% | 142,574 | $12.0M |
| Axiom Advisory, LLC | 0.12% | New | 127,153 | $10.7M |
| JNBA Financial Advisors | 1.13% | Reduce -13.9% | 127,391 | $10.7M |
| Etfidea, LLC | 3.61% | Reduce -0.1% | 127,123 | $10.7M |
| SFG Wealth Management, LLC. | 5.16% | Add +3.6% | 107,809 | $9.1M |
| Balanced Wealth Group LLC | 4.04% | Add +6.1% | 227,099 | $8.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.0% | 104,534 | $8.8M |
| ERn Financial, LLC | 1.43% | Add +8.3% | 102,673 | $8.6M |
| Foundations Investment Advisors, LLC | 0.21% | Add +62.8% | 101,985 | $8.6M |
| WCG Wealth Advisors LLC | 0.60% | Add +0.6% | 96,485 | $8.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +107.3% | 90,606 | $7.6M |
| Royal Bank of Canada | 0.00% | Add +26.9% | 89,377 | $7.5M |
| Cetera Investment Advisers | 0.02% | Reduce -55.1% | 86,945 | $7.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.5% | 85,856 | $7.2M |
| Perennial Investment Advisors, LLC | 1.00% | Add +0.6% | 82,784 | $7.0M |
| Prestige Wealth Management Group LLC | 1.50% | Reduce -3.5% | 82,466 | $6.9M |
| Diligent Investors, LLC | 1.68% | Reduce -4.7% | 80,842 | $6.8M |
| Townsquare Capital LLC | 0.09% | Reduce -88.9% | 80,448 | $6.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +15.2% | 76,417 | $6.4M |
| UBS Group AG | 0.00% | Reduce -7.9% | 76,044 | $6.4M |
| Two Sigma Advisers, LP | 0.01% | New | 74,500 | $6.3M |
| Pathstone Holdings, LLC | 0.03% | Reduce -3.8% | 72,932 | $6.1M |
| Executive Wealth Management, LLC | 1.11% | Reduce -3.5% | 72,162 | $6.1M |
| Councilor Wealth, LLC | 2.99% | Reduce -1.7% | 68,859 | $5.8M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -3.6% | 68,417 | $5.8M |
| Total Wealth Planning, LLC | 0.87% | Reduce -5.5% | 59,336 | $5.3M |
| WealthShield Partners, LLC | 0.78% | Add +0.6% | 60,594 | $5.1M |
| Koss-Olinger Consulting, LLC | 0.44% | New | 56,460 | $4.7M |
| Citadel Advisors | 0.00% | New | 54,633 | $4.6M |
| Stratos Wealth Partners, LTD. | 0.07% | Add +34.0% | 54,143 | $4.6M |
| Waller Financial Planning Group, Inc. | 1.22% | Add +0.9% | 53,973 | $4.5M |
| Jones Financial Companies LLLP | 0.01% | Add +43.5% | 52,675 | $4.4M |
| Syntegra Private Wealth Group, LLC | 0.56% | Reduce -0.3% | 52,346 | $4.4M |
| BNP Paribas Financial Markets | 0.00% | Add +2.6% | 51,300 | $4.3M |
| Chicago Partners Investment Group LLC | 0.16% | Add +11.4% | 47,737 | $4.1M |
| Signature Estate & Investment Advisors LLC | 0.10% | Reduce -0.8% | 48,673 | $4.1M |
| Goldstone Financial Group, LLC | 0.79% | Add +16.2% | 46,696 | $3.9M |
| Gladstone Institutional Advisory LLC | 0.20% | Reduce -5.0% | 46,347 | $3.9M |
| Cary Street Partners Investment Advisory LLC | 0.15% | Add +5.0% | 45,026 | $3.8M |
| Susquehanna International Group, LLP | 0.01% | Reduce -9.9% | 39,655 | $3.3M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -0.2% | 38,263 | $3.2M |
| MML Investors Services, LLC | 0.01% | Reduce -43.0% | 37,951 | $3.2M |
| Keeley-Teton Advisors, LLC | 0.41% | Add +0.1% | 37,757 | $3.2M |
| Koshinski Asset Management, Inc. | 0.28% | Reduce -8.4% | 36,568 | $3.0M |
| Principal Securities, Inc. | 0.08% | Reduce -79.8% | 35,813 | $3.0M |
| Marathon Mission, Inc. | 2.25% | New | 35,395 | $3.0M |
| Equitable Holdings, Inc. | 0.03% | Add +7.3% | 34,064 | $2.9M |
| Cooper Financial Group | 0.40% | Add +25.3% | 32,482 | $2.7M |
| Pinnacle Family Advisors, LLC | 1.46% | Reduce -58.8% | 31,402 | $2.6M |
| Creative Planning | 0.00% | Add +0.1% | 30,038 | $2.5M |
| Oak Root LLC | 0.33% | Add +2.2% | 29,875 | $2.5M |
| Investors Research Corp | 0.59% | Reduce -1.8% | 29,843 | $2.5M |
| Courage Miller Partners, LLC | 0.90% | Reduce -0.3% | 29,691 | $2.5M |
| Pacific Sun Financial Corp | 1.46% | Reduce -2.0% | 29,304 | $2.5M |
| Larson Financial Group LLC | 0.17% | Reduce -0.1% | 29,002 | $2.4M |
| Geneos Wealth Management Inc. | 0.10% | Reduce -18.5% | 27,213 | $2.3M |
| Prudential Financial Inc. | 0.00% | Reduce -40.2% | 26,485 | $2.2M |
| Confluence Wealth Services, Inc. | 0.16% | Add +130.3% | 24,121 | $2.0M |
| Composition Wealth, LLC | 0.05% | Add +0.1% | 23,505 | $2.0M |
| Centennial Wealth Advisory LLC | 0.82% | Reduce -58.7% | 22,643 | $1.9M |
| Asset Management Group, Inc. | 0.29% | Add +0.2% | 22,607 | $1.9M |
| Occidental Asset Management, LLC | 0.33% | Reduce -4.4% | 22,189 | $1.9M |
| Sage Financial Group Inc. | 0.16% | Add +4.2% | 21,546 | $1.8M |
| Argent Trust Co | 0.08% | Reduce -0.2% | 20,948 | $1.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -25.2% | 20,166 | $1.7M |
"% 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.