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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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Granite Bay Wealth Management LLC 1 - 2023-12-31 2,570,040 $1,192,724,000 33,187
   MORGAN STANLEY 264 - 2023-12-31 1,544,940 $783,872,000 282,442
   WELLS FARGO & CO/MN 103 - 2023-12-31 1,476,549 $749,171,000 21,817
   PATHSTONE FAMILY OFFICE, LLC 5 - 2023-09-30 963,113 $439,796,000 961,212
   UBS Group AG 168 - 2023-12-31 611,939 $310,486,000 10,387
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 42 - 2023-12-31 520,770 $264,229,000 18,944
   ROYAL BANK OF CANADA 263 - 2023-12-31 493,977 $250,634,000 220,587
   RAYMOND JAMES & ASSOCIATES 119 - 2023-12-31 399,875 $202,889,000 35,734
   J P MORGAN CHASE & CO 581 - 2023-12-31 370,797 $188,135,000 136,765
   BNP PARIBAS ARBITRAGE SA 65 - 2023-12-31 349,411 $177,284,000 30,619
   CI Private Wealth LLC 96 - 2023-12-31 257,113 $130,455,000 3,722
   Conservest Capital Advisors Inc. 1 - 2023-12-31 255,232 $129,502,000 310
   KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC 90 - 2023-12-31 249,880 $126,811,000 181,599
   BANK OF NEW YORK MELLON CORP 633 - 2023-12-31 206,427 $104,737,000 18,412
   WELCH & FORBES LLC 22 - 2023-12-31 185,128 $93,930,000 22,569
   ALLIANCEBERNSTEIN L.P. 484 - 2023-12-31 146,973 $74,571,000 1,340
   LPL FINANCIAL CORP 386 - 2023-12-31 140,531 $71,302,000 545
   MONTAG A & ASSOCIATES INC 5 - 2023-12-31 110,108 $56,075,000 398
   WASHINGTON TRUST CO 13 - 2023-12-31 107,369 $54,477,000 382
   MARINER WEALTH ADVISORS, LLC 168 - 2023-12-31 100,513 $50,998,000 4,233
   SANDY SPRING BANK - 2023-12-31 99,583 $50,526,000 1,086
   HPM Partners LLC - 2023-12-31 93,313 $47,405,000 22,125
   BESSEMER GROUP INC 202 - 2023-12-31 80,526 $40,857,000 47,461
   CAPTRUST FINANCIAL ADVISORS 148 - 2023-12-31 74,780 $37,942,000 544
   TOWER RESEARCH CAPITAL LLC 32 - 2023-12-31 71,912 $36,487,000 4,601
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 248 - 2023-12-31 66,216 $33,597,000 13,019
   ENVESTNET ASSET MANAGEMENT INC 780 - 2023-12-31 66,178 $33,578,000 2,477
   Divergent Planning LLC 2 - 2024-03-31 60,058 $33,175,000 2,601
   MASSMUTUAL TRUST CO FSB/ADV 24 - 2024-03-31 58,188 $32,376,000 1,695
   STIFEL FINANCIAL CORP 375 - 2023-12-31 63,391 $32,178,000 5,663
   BARTLETT & CO. LLC 54 - 2023-12-31 62,051 $31,906,000 18,930
   BARTLETT & CO. WEALTH MANAGEMENT LLC 54 - 2023-12-31 62,051 $31,906,000 18,930
   SMITH MOORE & CO. 5 - 2023-12-31 59,292 $29,472,000 648
   Ascent Wealth Partners LLC - 2023-12-31 57,795 $29,324,000 1,994
   GOFEN & GLOSSBERG LLC /IL/ 39 - 2022-12-31 62,181 $27,533,000 650
   Oldfather Financial Services LLC 2 - 2023-12-31 51,418 $26,088,000 789
   Watch Point Trust Co 6 - 2023-12-31 50,899 $25,825,000 48,513
   CUMBERLAND ADVISORS INC 3 - 2024-03-31 44,867 $24,964,000 943
   Kowal Investment Group LLC 5 - 2024-03-31 42,568 $23,685,000 124
   Chicago Partners Investment Group LLC 18 - 2023-12-31 46,880 $23,478,000 642
   Rockefeller Capital Management L.P. 259 - 2023-12-31 46,013 $23,347,000 5,148
   Holt Capital Advisors L.L.C. dba Holt Capital Part 6 - 2023-12-31 44,963 $22,813,000 531
   Wealth Alliance Advisory Group LLC 4 - 2024-03-31 39,752 $22,118,000 1,608
   JANNEY MONTGOMERY SCOTT LLC 277 - 2023-12-31 43,070 $21,853,000 5,572
   LCM Capital Management Inc 1 - 2023-12-31 41,342 $20,976,000 496
   BLACKROCK INC. 2927 - 2023-12-31 39,674 $20,130,000 8,811
   Steele Capital Management Inc. 21 - 2024-03-31 35,904 $20,013,000 26
   IFG Advisors LLC 5 - 2023-12-31 37,116 $18,832,000 2,561
   1ST SOURCE BANK 15 - 2023-12-31 36,470 $18,504,000 55
   BUCKINGHAM ASSET MANAGEMENT, LLC 65 - 2023-12-31 35,248 $17,884,000 296
   GYL Financial Synergies LLC 11 - 2023-12-31 32,974 $16,730,000 215
   TRUSTMARK NATIONAL BANK TRUST DEPARTMENT 12 - 2023-12-31 31,865 $16,168,000 43
   HANCOCK HOLDING CO 37 - 2023-12-31 30,526 $15,488,000 1,698
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC - 2024-03-31 24,726 $13,758,000 651
   YOUNGS ADVISORY GROUP INC. 7 - 2023-12-31 25,356 $12,865,000 336
   Steward Partners Investment Advisory LLC 134 - 2023-12-31 24,512 $12,437,000 631
   Trifecta Capital Advisors LLC 11 - 2024-03-31 20,928 $11,644,000 198
   FMR LLC 1742 - 2023-12-31 22,935 $11,637,000 1,683
   MULTIFINANCIAL SECURITIES CORP 142 - 2023-12-31 21,899 $11,111,000 402
   GTS SECURITIES LLC 69 - 2023-12-31 20,857 $10,584,000 6,569
   H D Vest Advisory Services 158 - 2023-12-31 20,370 $10,335,000 255
   Fifth Third Securities Inc. 25 - 2024-03-31 17,617 $9,820,000 82
   Hummer Financial Advisory Services Inc 3 - 2024-03-31 17,453 $9,729,000 480
   PRESCOTT GROUP CAPITAL MANAGEMENT LLC 10 - 2023-12-31 19,017 $9,649,000 3,017
   NBT BANK N A /NY 31 - 2023-12-31 18,786 $9,531,000 479
   MADISON ASSET MANAGEMENT LLC 132 - 2023-12-31 18,293 $9,282,000 13,047
   Qube Research & Technologies Ltd 627 - 2023-12-31 18,272 $9,271,000 8,646
   SUMMIT INVESTMENT ADVISORS INC 38 - 2023-12-31 18,045 $9,156,000 8,000
   KINGFISHER CAPITAL LLC 4 - 2023-12-31 17,943 $9,104,000 14,385
   Sargent Bickham Lagudis LLC 30 - 2022-12-31 20,434 $9,048,000 2,211
   Legacy Advisors LLC 16 - 2023-12-31 17,447 $8,852,000 517
   Atria Wealth Solutions Inc. 186 - 2023-12-31 17,369 $8,842,000 621
   VICTORY CAPITAL MANAGEMENT INC 1085 - 2023-12-31 16,990 $8,620,000 9,110
   BOSTON FAMILY OFFICE LLC 46 - 2023-12-31 16,744 $8,496,000 24
   PEDDOCK CAPITAL ADVISORS LLC 7 - 2023-12-31 16,397 $8,320,000 589
   BOSTON FINANCIAL MANGEMENT INC /MA 72 - 2023-12-31 16,382 $8,312,000 77
   RAYMOND JAMES TRUST CO 102 - 2023-12-31 16,350 $8,296,000 729
   SAVANT CAPITAL MANAGEMENT INC 132 - 2023-12-31 16,235 $8,237,000 6,124
   Howard Capital Management Inc. 9 - 2023-12-31 16,210 $8,225,000 690
   BANK OF THE WEST 29 - 2022-12-31 18,535 $8,207,000 9,160
   TIAA FSB 184 - 2023-06-30 16,759 $8,026,000 156
   RMR Wealth Builders 22 - 2024-03-31 14,057 $7,821,000 78
   ARBOR TRUST WEALTH ADVISORS LLC 5 - 2024-03-31 13,801 $7,433,000 323
   NORDEN GROUP LLC 198 - 2024-03-31 13,158 $7,321,000 12,096
   Vantage Financial Partners Ltd. Inc. 19 - 2023-12-31 14,391 $7,302,000 160
   BUSEY TRUST CO - 2023-12-31 13,679 $6,940,000 220
   Mill Creek Capital Advisors LLC 41 - 2023-12-31 13,242 $6,719,000 16
   Madison Park Capital Advisors LLC 4 - 2024-03-31 11,774 $6,551,000 267
   RHUMBLINE ADVISERS 1276 - 2023-12-31 12,500 $6,342,000 6,300
   Csenge Advisory Group 45 - 2023-12-31 12,287 $6,234,000 321
   Scarborough Advisors LLC 23 - 2023-12-31 11,547 $5,859,000 524
   LINCOLN NATIONAL CORP 117 - 2023-12-31 11,371 $5,770,000 89
   HB Wealth Management LLC 131 - 2023-12-31 10,751 $5,455,000 168
   Cetera Investment Advisers 408 - 2023-12-31 10,609 $5,383,000 2,113
   TKG Advisors LLC 6 - 2023-12-31 10,547 $5,351,000 293
   G&S Capital LLC 6 - 2024-03-31 8,963 $4,987,000 208
   BARRETT & COMPANY INC. 10 - 2024-03-31 8,353 $4,647,000 465
   Murphy Middleton Hinkle & Parker Inc. 7 - 2024-03-31 8,131 $4,524,000 556
   MERCER GLOBAL ADVISORS INC /ADV 499 - 2023-12-31 8,814 $4,472,000 22
   AMG NATIONAL TRUST BANK 106 - 2023-12-31 8,446 $4,285,000 95
  100 Records found
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