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Get Institutions for : 
Standrd Poor Mdcp 400 SPDR (MDY)  
$529.38 1.52 (0.29%) as of 4:30 Fri 4/26


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 1174    9
Total shares held : 
 27,138,680  
% of shares held : 
 64.43%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -47  
Amount of shares held : 
 144,503  
% of shares held change : 
   0.34%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $450.61  
Last Quarter's Ending Price : 
 $507.38  
Last Quarter's Average Price : 
 $464.32  
Change from last quarter's     
avg. price to the last closing  : 
65.06 (14.01%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
66
 392,532
 1.45%
 
Increased Positions :
329
 1,501,945
 5.53%
 
Unchanged Positions :
394
 1,827,717
 6.73%
 
Decreased Positions :
385
-1,252,366
-4.61%
 
Closed Positions :
57
-497,608
-1.83%
 
Guru Positions :
1
1,650
 0.01%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   MESIROW FINANCIAL INVESTMENT MANAGEMENT INTERNATIO 78 *New 2024-03-31 25,182 $14,010,000 25,182
   Pensionmark Financial Group LLC 21 *New 2023-12-31 15,934 $8,085,000 15,934
   MILLER INVESTMENT MANAGEMENT LP 36 *New 2023-12-31 5,201 $2,639,000 5,201
   Point72 Europe (London) LLP 70 *New 2023-12-31 4,738 $2,404,000 4,738
   WALLEYE TRADING LLC 413 *New 2023-12-31 3,799 $1,928,000 3,799
   Financial Services Advisory Inc 36 *New 2023-12-31 2,894 $1,468,000 2,894
   NorthCrest Asset Manangement LLC 233 *New 2024-03-31 2,521 $1,403,000 2,521
   Simplicity WealthLLC 445 *New 2024-03-31 2,399 $1,335,000 2,399
   Financial Network Wealth Management LLC 37 *New 2023-12-31 2,500 $1,268,000 2,500
   Castle Rock Wealth Management LLC 93 *New 2023-12-31 1,953 $965,000 1,953
   General Partner Inc. 42 *New 2024-03-31 1,484 $826,000 1,484
   STATE BANK & TRUST 110 *New 2024-03-31 1,485 $826,000 1,485
   Cordatus Wealth Management LLC 29 *New 2023-12-31 1,615 $819,000 1,615
   Avalon Trust Co 75 *New 2023-12-31 1,254 $636,000 1,254
   STRATEGIC ADVISORS LLC 126 *New 2024-03-31 1,083 $603,000 1,083
   Hill Investment Group Partners LLC 41 *New 2023-12-31 1,000 $507,000 1,000
   NUVEEN ASSET MANAGEMENT, LLC 2954 *New 2023-12-31 997 $506,000 997
   HCR Wealth Advisors 126 *New 2023-12-31 896 $455,000 896
   CenterStar Asset Management LLC 17 *New 2024-03-31 792 $441,000 792
   Global Assets Advisory LLC 358 *New 2024-03-31 220,952 $400,000 220,952
   Retirement Planning Co of New England Inc. 149 *New 2023-12-31 707 $359,000 707
   PFG Investments LLC 669 *New 2024-03-31 639 $355,000 639
   EHP Funds Inc. 83 *New 2023-12-31 700 $355,000 700
   ROBERT BROOKE ZEVIN ASSOCIATES INC 67 *New 2023-12-31 624 $317,000 624
   Financial & Tax Architects LLC *New 2023-12-31 590 $299,000 590
   PURE FINANCIAL ADVISORS, INC. 254 *New 2024-03-31 532 $296,000 532
   Atomi Financial Group Inc. 438 *New 2023-12-31 550 $279,000 550
   TD ASSET MANAGEMENT INC 1344 *New 2023-12-31 542 $275,000 542
   LAKE STREET ADVISORS GROUP LLC 297 *New 2023-12-31 538 $274,000 538
   QP WEALTH MANAGEMENT LLC 55 *New 2023-09-30 595 $272,000 595
   EVERGREEN CAPITAL MANAGEMENT LLC 636 *New 2023-12-31 532 $271,000 532
   Cypress Wealth Services LLC 209 *New 2024-03-31 485 $270,000 485
   Guild Investment Management Inc. 40 *New 2024-03-31 475 $264,000 475
   Apeiron RIA LLC 177 *New 2024-03-31 465 $259,000 465
   Cornerstone Wealth Group LLC 208 *New 2024-03-31 448 $249,000 448
   GUARDIAN CAPITAL ADVISORS LP 161 *New 2023-12-31 460 $231,000 460
   Gateway Wealth Partners LLC 196 *New 2023-12-31 450 $228,000 450
   Lane & Associates LLC 105 *New 2024-03-31 410 $228,000 410
   Financial Partners Group Inc 156 *New 2023-12-31 448 $227,000 448
   Root Financial Partners LLC 89 *New 2024-03-31 405 $225,000 405
   EAGLE RIDGE INVESTMENT MANAGEMENT 140 *New 2024-03-31 402 $224,000 402
   SOUTHERNSUN ASSET MANAGEMENT INC 29 *New 2023-12-31 440 $223,000 440
   Scissortail Wealth Management LLC 134 *New 2023-12-31 430 $219,000 430
   Nicholas Hoffman & Company LLC. 275 *New 2024-03-31 383 $213,000 383
   SeaCrest Wealth Management LLC 552 *New 2024-03-31 379 $211,000 379
   MADDEN ADVISORY SERVICES, INC. 86 *New 2023-12-31 407 $207,000 407
   CYNOSURE MANAGEMENT LLC 147 *New 2023-12-31 408 $207,000 408
   AULL & MONROE INVESTMENT MANAGEMENT CORP *New 2023-12-31 406 $206,000 406
   JACOBS & CO/CA 122 *New 2024-03-31 370 $205,000 370
   Charles Schwab Trust Co 151 *New 2024-03-31 368 $205,000 368
   Rappaport Reiches Capital Management LLC 97 *New 2024-03-31 367 $204,000 367
   OARSMAN CAPITAL, INC. 226 *New 2023-12-31 402 $204,000 402
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 250 *New 2023-12-31 400 $203,000 400
   ICAPITAL WEALTH LLC 85 *New 2023-12-31 400 $203,000 400
   Vantage Financial Partners LLC 123 *New 2023-12-31 401 $203,000 401
   HTLF Bank 222 *New 2024-03-31 364 $203,000 364
   CORA CAPITAL ADVISORS LLC 89 *New 2024-03-31 363 $202,000 363
   Fox Hill Wealth Management 91 *New 2024-03-31 361 $201,000 361
   Operose Advisors LLC 123 *New 2023-12-31 329 $167,000 329
   Icon Wealth Advisors LLC 408 *New 2023-12-31 226 $115,000 226
   Blue Chip Partners Inc. 175 *New 2024-03-31 200 $111,000 200
   West Tower Group LLC 74 *New 2023-12-31 186 $94,000 186
   FSA Wealth Management LLC 99 *New 2023-12-31 145 $74,000 145
   Farther Finance Advisors LLC 1390 *New 2023-12-31 32 $16,000 32
   Sound Income Strategies LLC 796 *New 2024-03-31 17 $9,000 17
   HHM Wealth Advisors LLC 563 *New 2023-12-31 13 $7,000 13
  66 Records found
  1    
  Page 1 of 1
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