SS SPDR S&P 400 MC GR ETFMDYGETF
13F holders, Q3 2024 (September 30)370holders +5
32new positions
30sold out
3famous investors
$87.59avg. 13F price*
At the end of Q3 2024, 370 institutions reported holding SS SPDR S&P 400 MC GR ETF (MDYG) in their 13F filings, up 5 from Q2 2024. 32 opened new positions and 30 sold out. The largest holders were Citigroup Inc. ($213.8M), LPL Financial LLC ($152.2M) and Financial Engines Advisors L.L.C. ($125.8M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), 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 (Q3 2024)
- CUSIP
- 78464A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $39.0M |
| Exits | 30 | $18.0M |
All 13F filers, Q2 2024 → Q3 2024: 3,671,636 shares bought and 1,699,900 shares sold, net +1,971,736 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 370 holders
| Citigroup Inc. | 0.20% | Add +1.4% | 2,437,057 | $213.8M |
| LPL Financial LLC | 0.07% | Add +2.9% | 1,734,389 | $152.2M |
| Financial Engines Advisors L.L.C. | 0.26% | Reduce -17.1% | 1,433,732 | $125.8M |
| Stifel Financial Corp. | 0.11% | Add +146.2% | 1,197,620 | $105.1M |
| Benjamin Edwards Inc. | 1.27% | Add +6605.5% | 992,944 | $87.1M |
| NorthRock Partners, LLC | 2.83% | Add +3.1% | 979,419 | $85.9M |
| Parcion Private Wealth LLC | 6.02% | Add +30.8% | 825,383 | $72.4M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -4.0% | 639,851 | $56.1M |
| AE Wealth Management LLC | 0.44% | Reduce -25.6% | 554,370 | $48.6M |
| Confluence Investment Management LLC | 0.57% | Add +165.6% | 488,176 | $42.8M |
| FAS Wealth Partners, Inc. | 3.22% | Add +5.1% | 461,868 | $40.5M |
| Chartist Inc. | 17.87% | Reduce -5.3% | 61,066 | $34.8M |
| First National Trust Co | 1.24% | Add +3.1% | 364,788 | $32.0M |
| Wells Fargo & Company | 0.01% | Add +1.9% | 347,804 | $30.5M |
| Morgan Stanley | 0.00% | Add +10.9% | 332,029 | $29.1M |
| Tradewinds Capital Management, LLC | 7.39% | Add +80579.0% | 314,648 | $27.6M |
| Private Advisor Group, LLC | 0.17% | Add +11.8% | 312,887 | $27.5M |
| Klingman & Associates, LLC | 1.64% | Add +0.0% | 301,152 | $26.4M |
| GHP Investment Advisors, Inc. | 1.14% | Add +2.2% | 282,202 | $24.8M |
| Avantax Planning Partners, Inc. | 0.86% | Add +1.4% | 272,182 | $23.9M |
| Rehmann Capital Advisory Group | 1.47% | Add +9.1% | 256,560 | $22.5M |
| HighTower Advisors, LLC | 0.03% | Add +6.7% | 255,852 | $22.4M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -21.4% | 255,202 | $22.4M |
| Ameriprise Financial Inc. | 0.01% | Add +12.1% | 243,218 | $21.3M |
| Tiaa Trust, National Association | 0.06% | Reduce -17.5% | 236,177 | $20.7M |
| Bank of America Corp. | 0.00% | Add +42.8% | 231,498 | $20.3M |
| Convergence Financial, LLC | 4.22% | Add +9.2% | 226,381 | $19.9M |
| McAdam, LLC | 1.10% | Reduce -21.9% | 223,285 | $19.6M |
| Corient Private Wealth LP | 0.03% | Reduce -8.8% | 204,879 | $18.0M |
| Rodgers & Associates, LTD | 2.01% | Reduce -0.9% | 191,545 | $16.8M |
| Shakespeare Wealth Management, LLC | 4.31% | Add +9.3% | 187,766 | $16.5M |
| Segall Bryant & Hamill, LLC | 0.20% | New | 166,164 | $14.6M |
| Clark Capital Management Group, Inc. | 0.10% | Reduce -23.5% | 164,154 | $14.4M |
| KWB Wealth | 1.87% | Add +2.9% | 170,881 | $14.4M |
| Mariner, LLC | 0.02% | Add +4.5% | 158,497 | $13.9M |
| Signet Financial Management, LLC | 1.71% | Reduce -0.5% | 153,239 | $13.4M |
| Truist Financial Corp. | 0.02% | Add +3.3% | 147,242 | $12.9M |
| Osaic Holdings, Inc. | 0.03% | Reduce -40.2% | 129,474 | $11.4M |
| Etfidea, LLC | 3.53% | No change | 127,123 | $11.2M |
| Axiom Advisory, LLC | 0.10% | Add +1.9% | 129,512 | $11.1M |
| Cary Street Partners Asset Management LLC | 1.45% | New | 125,486 | $11.0M |
| JNBA Financial Advisors | 1.05% | Reduce -6.6% | 118,963 | $10.4M |
| Balanced Wealth Group LLC | 4.41% | Reduce -49.5% | 114,585 | $10.0M |
| SFG Wealth Management, LLC. | 5.27% | Add +4.9% | 113,119 | $9.9M |
| ERn Financial, LLC | 1.44% | Add +5.1% | 107,865 | $9.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +1.5% | 106,055 | $9.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +22.9% | 105,551 | $9.3M |
| UBS Group AG | 0.00% | Add +27.6% | 97,044 | $8.5M |
| Integrated Capital Management, LLC | 4.29% | — | 92,340 | $8.1M |
| WCG Wealth Advisors LLC | 0.54% | Reduce -5.8% | 90,917 | $8.0M |
| Jones Financial Companies LLLP | 0.01% | Add +54.6% | 81,455 | $7.1M |
| Townsquare Capital LLC | 0.08% | Reduce -0.3% | 80,213 | $7.0M |
| Prestige Wealth Management Group LLC | 1.46% | Reduce -2.9% | 80,074 | $7.0M |
| Diligent Investors, LLC | 1.61% | Reduce -2.0% | 79,227 | $7.0M |
| Royal Bank of Canada | 0.00% | Reduce -13.3% | 77,455 | $6.8M |
| Cetera Investment Advisers | 0.01% | Reduce -11.6% | 76,898 | $6.7M |
| Pathstone Holdings, LLC | 0.03% | Add +0.3% | 73,138 | $6.4M |
| Perennial Investment Advisors, LLC | 0.83% | Reduce -12.4% | 72,489 | $6.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -2.9% | 66,406 | $5.8M |
| Councilor Wealth, LLC | 2.79% | Reduce -5.6% | 65,006 | $5.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -21.5% | 59,961 | $5.3M |
| Total Wealth Planning, LLC | 0.79% | Reduce -2.5% | 57,841 | $5.1M |
| WealthShield Partners, LLC | 0.68% | Reduce -5.7% | 57,131 | $5.0M |
| Waller Financial Planning Group, Inc. | 1.23% | Add +4.3% | 56,318 | $4.9M |
| Koss-Olinger Consulting, LLC | 0.42% | Reduce -1.8% | 55,427 | $4.9M |
| Goldstone Financial Group, LLC | 0.83% | Add +16.5% | 54,394 | $4.8M |
| Syntegra Private Wealth Group, LLC | 0.53% | Reduce -0.8% | 51,948 | $4.6M |
| Cary Street Partners Investment Advisory LLC | 0.17% | Add +13.8% | 51,217 | $4.5M |
| Obsidian Personal Planning Solutions LLC | 2.33% | New | 51,371 | $4.5M |
| Chicago Partners Investment Group LLC | 0.15% | Add +2.5% | 48,946 | $4.3M |
| Stratos Wealth Partners, LTD. | 0.06% | Reduce -17.0% | 44,918 | $3.9M |
| Gladstone Institutional Advisory LLC | 0.19% | Reduce -3.3% | 44,832 | $3.9M |
| Kingsview Wealth Management, LLC | 0.08% | Add +16.7% | 44,648 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -52.1% | 43,380 | $3.8M |
| Prudential Financial Inc. | 0.01% | Add +53.4% | 40,620 | $3.6M |
| Visionary Wealth Advisors | 0.21% | Add +122.7% | 39,089 | $3.4M |
| Signature Estate & Investment Advisors LLC | 0.08% | Reduce -21.3% | 38,325 | $3.4M |
| MML Investors Services, LLC | 0.01% | Reduce -0.3% | 37,844 | $3.3M |
| Keeley-Teton Advisors, LLC | 0.36% | Reduce -0.7% | 37,502 | $3.3M |
| Merit Financial Group, LLC | 0.07% | Add +364.2% | 37,022 | $3.2M |
| Koshinski Asset Management, Inc. | 0.28% | Add +0.3% | 36,690 | $3.2M |
| Marathon Mission, Inc. | 2.23% | Add +3.3% | 36,551 | $3.2M |
| Equitable Holdings, Inc. | 0.03% | Add +3.9% | 35,402 | $3.1M |
| Pinnacle Family Advisors, LLC | 1.46% | Add +2.6% | 32,225 | $2.8M |
| Principal Securities, Inc. | 0.07% | Reduce -13.6% | 30,935 | $2.7M |
| Avantax Advisory Services, Inc. | 0.02% | Add +67.3% | 30,379 | $2.7M |
| Oak Root LLC | 0.34% | Add +1.6% | 30,360 | $2.7M |
| Cwm, LLC | 0.01% | Add +69.6% | 30,230 | $2.7M |
| Creative Planning | 0.00% | Reduce -0.2% | 29,984 | $2.6M |
| Investors Research Corp | 0.57% | No change | 29,843 | $2.6M |
| Pacific Sun Financial Corp | 1.41% | Reduce -0.7% | 29,114 | $2.6M |
| Courage Miller Partners, LLC | 0.85% | Reduce -2.7% | 28,878 | $2.5M |
| Geneos Wealth Management Inc. | 0.09% | Reduce -0.3% | 27,127 | $2.4M |
| Comerica Bank | 0.01% | Add +41.8% | 23,903 | $2.1M |
| Captrust Financial Advisors | 0.01% | Add +130.8% | 23,861 | $2.1M |
| Raymond James & Associates | 0.00% | Add +34.4% | 23,064 | $2.0M |
| Occidental Asset Management, LLC | 0.32% | Add +3.0% | 22,851 | $2.0M |
| Composition Wealth, LLC | 0.04% | Reduce -5.9% | 22,127 | $1.9M |
| Sage Financial Group Inc. | 0.16% | Add +0.8% | 21,711 | $1.9M |
| Asset Management Group, Inc. | 0.26% | Reduce -6.0% | 21,251 | $1.9M |
"% 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.