SS SPDR S&P 400 MC GR ETFMDYGETF
13F holders, Q4 2024 (December 31)389holders +19
27new positions
20sold out
3famous investors
$86.69avg. 13F price*
At the end of Q4 2024, 389 institutions reported holding SS SPDR S&P 400 MC GR ETF (MDYG) in their 13F filings, up 19 from Q3 2024. 27 opened new positions and 20 sold out. The largest holders were Citigroup Inc. ($205.3M), LPL Financial LLC ($152.6M) and Stifel Financial Corp. ($122.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- SS SPDR S&P 400 MC GR ETF
- Filed as
- SPDR SER TR (Q4 2024)
- CUSIP
- 78464A821
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $11.6M |
| Exits | 20 | $10.9M |
All 13F filers, Q3 2024 → Q4 2024: 1,708,945 shares bought and 960,021 shares sold, net +748,924 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 389 holders
| Citigroup Inc. | 0.20% | Reduce -3.1% | 2,362,333 | $205.3M |
| LPL Financial LLC | 0.06% | Add +1.2% | 1,755,895 | $152.6M |
| Stifel Financial Corp. | 0.13% | Add +17.5% | 1,406,917 | $122.2M |
| Financial Engines Advisors L.L.C. | 0.25% | Reduce -3.2% | 1,388,327 | $120.6M |
| Benjamin Edwards Inc. | 1.47% | Add +19.3% | 1,184,278 | $102.9M |
| NorthRock Partners, LLC | 2.83% | Add +1.9% | 997,608 | $86.7M |
| Parcion Private Wealth LLC | 5.53% | Add +0.9% | 832,560 | $72.3M |
| AE Wealth Management LLC | 0.48% | Add +16.5% | 645,967 | $56.1M |
| Envestnet Asset Management Inc. | 0.02% | Reduce -2.6% | 622,929 | $54.1M |
| Confluence Investment Management LLC | 0.66% | Add +12.4% | 548,721 | $47.7M |
| Morgan Stanley | 0.00% | Add +42.6% | 473,546 | $41.1M |
| FAS Wealth Partners, Inc. | 3.32% | Reduce -1.4% | 455,341 | $39.6M |
| Chartist Inc. | 17.50% | Reduce -2.9% | 59,309 | $33.8M |
| Wells Fargo & Company | 0.01% | Add +6.2% | 369,502 | $32.1M |
| First National Trust Co | 1.17% | Reduce -1.6% | 358,973 | $31.2M |
| Klingman & Associates, LLC | 1.65% | Reduce -0.4% | 299,996 | $26.1M |
| Avantax Planning Partners, Inc. | 0.92% | Add +7.3% | 292,163 | $25.4M |
| GHP Investment Advisors, Inc. | 1.18% | Add +3.1% | 290,957 | $25.3M |
| Raymond James Financial Inc. | 0.01% | — | 287,504 | $25.0M |
| Ameriprise Financial Inc. | 0.01% | Add +9.9% | 267,331 | $23.2M |
| HighTower Advisors, LLC | 0.03% | Add +3.0% | 263,525 | $22.9M |
| Rehmann Capital Advisory Group | 1.44% | Add +1.8% | 261,155 | $22.7M |
| Bank of America Corp. | 0.00% | Add +8.3% | 250,716 | $21.8M |
| Tiaa Trust, National Association | 0.06% | Reduce -0.0% | 236,096 | $20.5M |
| Commonwealth Equity Services, LLC | 0.03% | Add +121.5% | 234,922 | $20.4M |
| Private Advisor Group, LLC | 0.11% | Reduce -25.2% | 234,133 | $20.3M |
| Convergence Financial, LLC | 3.93% | Add +0.1% | 226,543 | $19.7M |
| McAdam, LLC | 1.00% | Reduce -5.5% | 210,970 | $18.3M |
| Rodgers & Associates, LTD | 1.95% | Reduce -1.7% | 188,324 | $16.4M |
| Shakespeare Wealth Management, LLC | 4.38% | Reduce -0.3% | 187,121 | $16.3M |
| Clark Capital Management Group, Inc. | 0.10% | Add +3.4% | 169,663 | $14.7M |
| KWB Wealth | 1.81% | Reduce -2.4% | 166,758 | $14.6M |
| Mariner, LLC | 0.02% | Add +5.5% | 167,224 | $14.5M |
| Cary Street Partners Financial LLC | 0.46% | — | 162,007 | $14.1M |
| Segall Bryant & Hamill, LLC | 0.19% | Reduce -4.7% | 158,408 | $13.8M |
| Corient Private Wealth LP | 0.02% | Reduce -22.1% | 159,620 | $13.5M |
| Signet Financial Management, LLC | 1.65% | Reduce -2.7% | 149,036 | $12.9M |
| Truist Financial Corp. | 0.02% | Add +0.2% | 147,542 | $12.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +33.0% | 140,325 | $12.2M |
| Foundations Investment Advisors, LLC | 0.22% | Add +2181.8% | 133,530 | $11.6M |
| Balanced Wealth Group LLC | 4.94% | Add +7.6% | 123,279 | $11.0M |
| SFG Wealth Management, LLC. | 5.69% | Add +10.3% | 124,723 | $10.8M |
| Jones Financial Companies LLLP | 0.01% | Add +45.1% | 118,220 | $10.3M |
| JNBA Financial Advisors | 1.04% | Reduce -1.6% | 117,025 | $10.2M |
| ERn Financial, LLC | 1.40% | Reduce -0.3% | 107,595 | $9.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -17.6% | 106,739 | $9.3M |
| Integrated Capital Management, LLC | 4.41% | Add +3.4% | 95,478 | $8.3M |
| UBS Group AG | 0.00% | Reduce -4.6% | 92,613 | $8.0M |
| WCG Wealth Advisors LLC | 0.53% | Add +0.7% | 91,546 | $8.0M |
| Townsquare Capital LLC | 0.09% | Add +11.2% | 89,218 | $7.8M |
| Royal Bank of Canada | 0.00% | Add +4.3% | 80,798 | $7.0M |
| Diligent Investors, LLC | 1.58% | Add +0.1% | 79,299 | $6.9M |
| Prestige Wealth Management Group LLC | 1.43% | Reduce -1.3% | 79,042 | $6.9M |
| Cetera Investment Advisers | 0.01% | Add +0.5% | 77,278 | $6.7M |
| Pathstone Holdings, LLC | 0.03% | Reduce -0.2% | 73,023 | $6.3M |
| Goldstone Financial Group, LLC | 0.97% | Add +30.4% | 70,910 | $6.2M |
| WealthShield Partners, LLC | 0.86% | Add +22.6% | 70,045 | $6.1M |
| Councilor Wealth, LLC | 2.66% | Reduce -1.2% | 64,250 | $5.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -3.3% | 64,238 | $5.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +6.6% | 63,932 | $5.6M |
| Obsidian Personal Planning Solutions LLC | 2.44% | Add +9.3% | 56,167 | $5.1M |
| Waller Financial Planning Group, Inc. | 1.27% | Add +2.6% | 57,803 | $5.0M |
| Koss-Olinger Consulting, LLC | 0.42% | Reduce -0.3% | 55,278 | $4.8M |
| Total Wealth Planning, LLC | 0.75% | Reduce -4.5% | 55,245 | $4.8M |
| Syntegra Private Wealth Group, LLC | 0.51% | Reduce -0.5% | 51,676 | $4.5M |
| Chicago Partners Investment Group LLC | 0.15% | Add +3.6% | 50,697 | $4.5M |
| BNP Paribas Financial Markets | 0.00% | Add +4900.0% | 50,000 | $4.3M |
| Stratos Wealth Partners, LTD. | 0.06% | Add +7.8% | 48,401 | $4.2M |
| Kingsview Wealth Management, LLC | 0.08% | Reduce -0.1% | 44,596 | $3.9M |
| Signature Estate & Investment Advisors LLC | 0.10% | Add +15.0% | 44,067 | $3.8M |
| Principal Securities, Inc. | 0.09% | Add +41.6% | 43,811 | $3.8M |
| Goldman Sachs Group Inc. | 0.00% | No change | 43,380 | $3.8M |
| MML Investors Services, LLC | 0.01% | Add +12.6% | 42,629 | $3.7M |
| Gladstone Institutional Advisory LLC | 0.17% | Reduce -7.5% | 41,475 | $3.6M |
| Visionary Wealth Advisors | 0.21% | Add +3.4% | 40,427 | $3.5M |
| Equitable Holdings, Inc. | 0.03% | Add +9.3% | 38,697 | $3.4M |
| Perennial Investment Advisors, LLC | 0.39% | Reduce -47.4% | 38,138 | $3.3M |
| Marathon Mission, Inc. | 2.23% | Add +3.0% | 37,648 | $3.3M |
| Keeley-Teton Advisors, LLC | 0.38% | Reduce -0.2% | 37,442 | $3.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +19.6% | 36,335 | $3.2M |
| Merit Financial Group, LLC | 0.06% | Reduce -2.3% | 36,186 | $3.1M |
| Koshinski Asset Management, Inc. | 0.26% | Reduce -4.1% | 35,191 | $3.1M |
| Creative Planning | 0.00% | Add +5.9% | 31,750 | $2.8M |
| Kingswood Wealth Advisors, LLC | 0.21% | Add +1199.9% | 31,601 | $2.7M |
| Focus Financial Network, Inc. | 0.10% | Add +269.9% | 30,246 | $2.6M |
| Investors Research Corp | 0.57% | Reduce -0.8% | 29,600 | $2.6M |
| Wealth Watch Advisors, INC | 1.58% | — | 29,291 | $2.5M |
| Pacific Sun Financial Corp | 1.37% | Reduce -0.3% | 29,019 | $2.5M |
| Cwm, LLC | 0.01% | Reduce -4.3% | 28,926 | $2.5M |
| Courage Miller Partners, LLC | 0.86% | Reduce -0.3% | 28,806 | $2.5M |
| Occidental Asset Management, LLC | 0.38% | Add +24.1% | 28,364 | $2.5M |
| Geneos Wealth Management Inc. | 0.08% | Add +1.0% | 27,397 | $2.4M |
| Oak Root LLC | 0.30% | Reduce -13.8% | 26,157 | $2.3M |
| Linscomb Wealth, Inc. | 0.10% | Add +97.6% | 24,068 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Add +15.2% | 23,742 | $2.1M |
| Comerica Bank | 0.01% | Reduce -1.0% | 23,673 | $2.1M |
| B&D White Capital Company, LLC | 0.34% | New | 22,959 | $2.0M |
| Heritage Wealth Management, Inc. | 1.68% | Add +47.7% | 22,649 | $2.0M |
| US Bancorp \de | 0.00% | Add +910.6% | 22,274 | $1.9M |
| Bristlecone Advisors, LLC | 0.15% | Add +9.6% | 22,135 | $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.