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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
   EMPLOYEES RETIREMENT SYSTEM OF TEXAS 55 - 2023-12-31 108,500 $55,051,000 0
   Linker Capital Management Inc. 3 - 2023-06-30 21,292 $10,197,000 0
   LEGAL & GENERAL GROUP PLC 1327 - 2023-12-31 14,200 $7,205,000 0
   BOYD WATTERSON ASSET MANAGEMENT LLC/OH 8 - 2023-12-31 13,930 $7,068,000 0
   Smith Anglin Financial LLC 19 - 2023-12-31 13,773 $6,988,000 0
   JOURNEY STRATEGIC WEALTH LLC 18 - 2023-12-31 11,152 $5,658,000 0
   HIGHLAND CAPITAL MANAGEMENT CORP 77 - 2023-12-31 11,071 $5,617,000 0
   Latigo Investments LLC 15 - 2023-12-31 10,962 $5,562,000 0
   Callan Family Office LLC 16 - 2023-12-31 10,128 $5,139,000 0
   RBF CAPITAL, LLC 74 - 2023-12-31 10,000 $5,074,000 0
   TEACHERS RETIREMENT SYSTEM OF THE STATE OF KENTUCK 321 - 2023-12-31 9,444 $4,792,000 0
   Highview Capital Management LLC/DE/ 11 - 2023-12-31 8,118 $4,119,000 0
   CHILTON INVESTMENT CO LLC 60 - 2023-12-31 7,773 $3,944,000 0
   EDMOND DE ROTHSCHILD HOLDING S.A. 170 - 2023-12-31 7,706 $3,910,000 0
   Houlihan Financial Resource Group Ltd. 17 - 2023-12-31 7,675 $3,894,000 0
   Salomon & Ludwin LLC 49 - 2023-12-31 8,150 $3,722,000 0
   UNION SAVINGS BANK 9 - 2023-12-31 7,078 $3,591,000 0
   Relative Value Partners Group LLC 85 - 2023-12-31 6,467 $3,281,000 0
   Sepio Capital LLC 69 - 2023-12-31 6,300 $3,196,000 0
   WHALEROCK POINT PARTNERS LLC 33 - 2023-12-31 5,849 $2,968,000 0
   REGENTS OF THE UNIVERSITY OF CALIFORNIA - 2023-12-31 5,600 $2,841,000 0
   Meridian Wealth Management LLC 137 - 2023-12-31 5,144 $2,610,000 0
   WEST PACES ADVISORS INC. 20 - 2024-03-31 4,562 $2,538,000 0
   New England Private Wealth Advisors LLC 45 - 2023-12-31 4,720 $2,395,000 0
   SALEM INVESTMENT COUNSELORS INC 138 - 2024-03-31 4,197 $2,339,000 0
   ELEMENT POINTE ADVISORS LLC 24 - 2023-12-31 4,500 $2,283,000 0
   DAVIDSON TRUST CO 19 - 2023-12-31 4,495 $2,281,000 0
   Venturi Wealth Management LLC - 2023-12-31 4,247 $2,155,000 0
   Taylor Cottrill Erickson & Associates Inc. 30 - 2023-12-31 4,150 $2,106,000 0
   UMB BANK N A/MO - 2023-12-31 4,085 $2,073,000 0
   Soltis Investment Advisors LLC - 2023-12-31 3,958 $2,008,000 0
   TSFG LLC 41 - 2024-03-31 3,529 $1,964,000 0
   CAPROCK Group Inc. 138 - 2023-12-31 3,821 $1,946,000 0
   Jordan Park Group LLC 30 - 2023-12-31 3,810 $1,933,000 0
   PARAGON CAPITAL MANAGEMENT LTD 29 - 2024-03-31 3,400 $1,892,000 0
   Investment Advisory Group LLC 30 - 2023-12-31 3,660 $1,857,000 0
   Quantum Private Wealth LLC 22 - 2023-12-31 3,655 $1,854,000 0
   Proficio Capital Partners LLC 62 - 2023-12-31 3,415 $1,733,000 0
   Lindbrook Capital LLC 77 - 2023-12-31 3,393 $1,722,000 0
   Kelman-Lazarov Inc. 35 - 2023-12-31 3,384 $1,717,000 0
   Capital Planning Advisors LLC 60 - 2023-12-31 3,375 $1,712,000 0
   KOCHIS FITZ/QUINTILE LLC 103 - 2024-03-31 3,071 $1,709,000 0
   Clientfirst Wealth Management LLC 7 - 2023-09-30 3,789 $1,699,000 0
   OXFORD FINANCIAL GROUP LTD 58 - 2023-12-31 3,319 $1,684,000 0
   MCKINLEY CARTER WEALTH SERVICES, INC. 112 - 2023-12-31 3,267 $1,658,000 0
   Summit Trail Advisors LLC 119 - 2023-12-31 3,172 $1,616,000 0
   MATHES COMPANY INC 44 - 2023-12-31 3,150 $1,598,000 0
   GM Advisory Group Inc. 73 - 2023-12-31 3,037 $1,541,000 0
   MANCHESTER CAPITAL MANAGEMENT LLC 75 - 2023-12-31 2,928 $1,486,000 0
   CX Institutional 232 - 2024-03-31 2,493 $1,387,000 0
   CIC Wealth LLC 61 - 2024-03-31 2,439 $1,357,000 0
   High Falls Advisors Inc 28 - 2023-12-31 2,637 $1,338,000 0
   MONTECITO BANK & TRUST 88 - 2024-03-31 2,402 $1,336,000 0
   MARBLE HARBOR INVESTMENT COUNSEL LLC 78 - 2023-12-31 2,600 $1,319,000 0
   TCTC HOLDINGS, LLC 114 - 2023-12-31 2,597 $1,318,000 0
   ZBN.A. 177 - 2023-12-31 2,583 $1,311,000 0
   TIEDEMANN WEALTH MANAGEMENT, LLC 101 - 2023-09-30 2,849 $1,305,000 0
   TruWealth Advisors LLC 78 - 2024-03-31 2,309 $1,285,000 0
   MIDDLETON & CO INC/MA 87 - 2023-12-31 2,461 $1,249,000 0
   LBMC INVESTMENT ADVISORS, LLC 60 - 2024-03-31 2,220 $1,235,000 0
   COZAD ASSET MANAGEMENT INC 159 - 2023-12-31 2,403 $1,219,000 0
   BECKER CAPITAL MANAGEMENT INC 152 - 2023-12-31 2,334 $1,189,000 0
   CHOATE INVESTMENT ADVISORS 166 - 2023-12-31 2,265 $1,149,000 0
   WALDEN WEALTH PARTNERS LLC 24 - 2024-03-31 2,122 $1,149,000 0
   9258 Wealth Management LLC 99 - 2023-12-31 2,251 $1,142,000 0
   Robertson Stephens Wealth Management LLC 203 - 2023-12-31 2,218 $1,130,000 0
   UNITED BANK /VA/ 61 - 2023-12-31 2,128 $1,080,000 0
   TOMPKINS FINANCIAL CORP 85 - 2024-03-31 1,904 $1,059,000 0
   Glassman Wealth Services 49 - 2023-12-31 2,049 $1,040,000 0
   CLEAR HARBOR ASSET MANAGEMENT, LLC 140 - 2023-12-31 2,032 $1,031,000 0
   FF AdvisorsLLC 35 - 2024-03-31 1,840 $1,024,000 0
   LYNCH & ASSOCIATES/IN 73 - 2024-03-31 1,740 $968,000 0
   Private Wealth Group LLC - 2023-12-31 1,887 $957,000 0
   M. Kraus & Co 40 - 2024-03-31 1,700 $946,000 0
   LEGACY PRIVATE TRUST CO. 146 - 2024-03-31 1,666 $927,000 0
   BANCORPSOUTH BANK 158 - 2023-12-31 1,826 $926,000 0
   DAYMARK WEALTH PARTNERS LLC 209 - 2024-03-31 1,640 $912,000 0
   PARSONS CAPITAL MANAGEMENT INC/RI - 2023-12-31 1,781 $904,000 0
   Journey Advisory Group LLC 112 - 2023-12-31 1,752 $889,000 0
   CAROLINAS WEALTH CONSULTING LLC 65 - 2023-12-31 1,737 $884,000 0
   Halpern Financial Inc. 34 - 2024-03-31 1,593 $872,000 0
   RTD Financial Advisors Inc. 63 - 2024-03-31 1,560 $868,000 0
   SAWGRASS ASSET MANAGEMENT LLC 108 - 2023-12-31 1,655 $840,000 0
   QUADRANT CAPITAL GROUP LLC 201 - 2023-12-31 1,642 $833,000 0
   Petix & Botte Co 51 - 2023-12-31 1,640 $832,000 0
   ALESCO ADVISORS LLC 98 - 2023-12-31 1,639 $832,000 0
   Gator Capital Management LLC 42 - 2023-12-31 1,607 $815,000 0
   ANDREWS LUCIA WEALTH MANAGEMENT LLC 16 - 2023-12-31 1,603 $813,000 0
   CCG WEALTH MANAGEMENT LLC 33 - 2024-03-31 1,437 $800,000 0
   CRESTWOOD ADVISORS LLC 230 - 2023-12-31 1,565 $794,000 0
   FIRST BUSINESS FINANCIAL SERVICES INC. 84 - 2023-12-31 1,551 $787,000 0
   Cassaday & Co Wealth Management LLC 113 - 2023-12-31 1,546 $784,000 0
   VeraBank N.A. 73 - 2023-12-31 1,545 $784,000 0
   LAM GROUP INC. 40 - 2024-03-31 1,400 $779,000 0
   BANK OF HAWAII 149 - 2023-12-31 1,510 $766,000 0
   RETIREMENT CAPITAL STRATEGIES 41 - 2023-12-31 1,502 $762,000 0
   INSTITUTE FOR WEALTH MANAGEMENT, LLC. 203 - 2023-12-31 1,434 $728,000 0
   McGuire Investment Group LLC 71 - 2023-12-31 1,417 $719,000 0
   Leisure Capital Management 83 - 2023-12-31 1,390 $705,000 0
   VIGILANT CAPITAL MANAGEMENT LLC 72 - 2023-06-30 1,465 $702,000 0
  100 Records found
  1    
  Page 1 of 1
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