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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
   BANK OF AMERICA CORP /DE/ 188 - 2023-12-31 2,022,726 $1,026,291,000 -230,342
   NORTHERN TRUST CORP 179 - 2023-12-31 1,150,703 $583,844,000 -3,472
   US BANCORP 23 - 2023-12-31 1,081,681 $548,823,000 -11,055
   PNC FINANCIAL SERVICES GROUP INC 59 - 2023-12-31 781,704 $396,621,000 -10,204
   BANK OF MONTREAL /CAN/ 136 - 2023-12-31 489,965 $251,181,000 -2,646
   GOLDMAN SACHS GROUP INC/ 422 - 2023-12-31 387,935 $196,830,000 -145,363
   ARVEST TRUST CO N A - 2023-12-31 262,964 $133,423,000 -5,312
   CREATIVE PLANNING 61 - 2023-12-31 260,883 $132,368,000 -10,727
   MCCORMACK ADVISORS INTERNATIONAL 12 - 2023-12-31 202,978 $102,987,000 -4,281
   HIGHTOWER ADVISORS, LLC 138 - 2023-12-31 183,585 $93,176,000 -313
   CITIGROUP INC 187 - 2023-12-31 163,941 $83,180,000 -20,723
   FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. 103 - 2023-09-30 174,692 $79,771,000 -20,833
   BB&T CORP 168 - 2023-12-31 146,443 $74,302,000 -476
   WHITTIER TRUST CO 12 - 2023-12-31 142,268 $72,184,000 -2,929
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 169 - 2023-12-31 140,833 $71,456,000 -6,543
   WADDELL & ASSOCIATES LLC 1 - 2023-12-31 137,322 $69,937,000 -548
   CITADEL ADVISORS LLC 352 - 2023-12-31 135,497 $68,748,000 -189,400
   FINEMARK NATIONAL BANK & TRUST 6 - 2023-12-31 127,471 $64,676,000 -1,809
   HILLSTRUST 2 - 2023-12-31 122,126 $61,964,000 -19,692
   COMMONWEALTH EQUITY SERVICES LLC. 184 - 2023-12-31 115,439 $58,572,000 -43,068
   BROWN ADVISORY HOLDINGS INC 179 - 2023-12-31 115,006 $58,352,000 -2,400
   AMERIPRISE FINANCIAL INC 743 - 2023-12-31 105,792 $53,695,000 -14,013
   PORTLAND GLOBAL ADVISORS LLC 2 - 2023-12-31 78,923 $40,044,000 -2,300
   HYMAN CHARLES D 11 - 2023-12-31 75,698 $38,408,000 -239
   PITTENGER & ANDERSON INC 10 - 2023-12-31 68,853 $34,934,000 -963
   FINANCIAL COUNSELORS INC - 2023-12-31 68,412 $34,711,000 -1,972
   PINNACLE ASSOCIATES LTD 41 - 2023-12-31 65,142 $33,052,000 -622
   BLAIR WILLIAM & CO/IL 156 - 2023-12-31 64,109 $32,528,000 -2,435
   WHITTIER TRUST CO OF NEVADA INC 16 - 2023-12-31 63,315 $32,125,000 -4,146
   PEAPACK GLADSTONE FINANCIAL CORP 55 - 2023-12-31 59,253 $30,064,000 -4,073
   Baird Financial Group Inc. 255 - 2023-12-31 57,572 $29,211,000 -1,341
   HERITAGE INVESTORS MANAGEMENT CORP 27 - 2023-12-31 55,701 $28,262,000 -99
   Hartland & Co. LLC 12 - 2023-12-31 53,808 $27,301,000 -47
   FIRST HAWAIIAN BANK 13 - 2024-03-31 48,961 $27,242,000 -390
   Advisor Group Holdings Inc. 389 - 2023-12-31 52,498 $26,648,000 -32,596
   MetLife Investment Advisors LLC 95 - 2023-12-31 49,700 $25,217,000 -4,200
   Crewe Advisors LLC 9 - 2023-12-31 48,790 $24,755,000 -77
   SG AMERICAS SECURITIES LLC 68 - 2023-12-31 48,554 $24,635,000 -15,100
   CITIZENS FINANCIAL GROUP INC/RI 22 - 2023-12-31 47,867 $24,287,000 -442
   CONNING ASSET MANAGEMENT CO. 59 - 2023-12-31 47,832 $24,269,000 -775
   Retirement Systems of Alabama 186 - 2023-12-31 46,887 $23,790,000 -22
   FINANCIAL ADVISORY GROUP 7 - 2023-12-31 45,817 $23,247,000 -137
   Klingman & Associates LLC 18 - 2023-12-31 45,450 $23,060,000 -299
   Edge Capital Group LLC 19 - 2023-12-31 43,308 $21,974,000 -7,026
   Waldron LP 21 - 2023-12-31 42,641 $21,635,000 -23,449
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 314 - 2024-03-31 37,275 $20,740,000 -644
   M&T BANK CORP 202 - 2023-12-31 40,439 $20,519,000 -1,460
   COMERICA BANK 201 - 2023-12-31 39,106 $19,842,000 -9,943
   JOHNSON INVESTMENT COUNSEL INC 81 - 2023-12-31 37,225 $18,887,000 -53
   Miracle Mile Advisors LLC 52 - 2024-03-31 32,999 $18,361,000 -4,715
   BARCLAYS PLC 771 - 2023-12-31 35,895 $18,216,000 -41,253
   SEAWARD MANAGEMENT CORP - 2023-12-31 35,580 $18,053,000 -211
   PINNACLE FINANCIAL PARTNERS INC - 2023-12-31 34,706 $17,609,000 -677
   Curbstone Financial Management Corp 3 - 2024-03-31 30,472 $16,955,000 -90
   Camden Capital LLC 15 - 2023-12-31 33,124 $16,807,000 -378
   BDO Wealth Advisors LLC 10 - 2023-06-30 34,320 $16,436,000 -160
   Tandem Wealth Advisors LLC 3 - 2023-12-31 32,308 $16,392,000 -745
   VESTOR CAPITAL CORP 20 - 2023-12-31 32,166 $16,320,000 -1,207
   FINANCIAL PARTNERS CAPITAL MANAGEMENT LLC 6 - 2022-12-31 32,830 $14,537,000 -7
   Wellspring Financial Advisors LLC 7 - 2023-12-31 28,254 $14,335,000 -444
   EP WEALTH ADVISORS, INC. 90 - 2023-12-31 28,062 $14,238,000 -2,096
   COMMERCE BANK N A/MO 164 - 2023-12-31 27,141 $13,771,000 -597
   Lido Advisors LLC 113 - 2023-12-31 26,356 $13,423,000 -2,346
   CARNEGIE CAPITAL ASSET MANAGEMENT, LLC 61 - 2023-12-31 26,122 $13,254,000 -1,022
   Simmons Bank 18 - 2023-12-31 26,121 $13,253,000 -203
   MCF Advisors LLC 19 - 2024-03-31 23,316 $12,984,000 -93
   SlateStone Wealth LLC - 2024-03-31 22,790 $12,680,000 -160
   RMB CAPITAL MANAGEMENT LLC 81 - 2023-12-31 24,815 $12,591,000 -1,128
   EXCHANGE CAPITAL MANAGEMENT INC 10 - 2024-03-31 21,845 $12,155,000 -307
   MML INVESTORS SERVICES LLC 321 - 2023-12-31 23,935 $12,144,000 -1,618
   FIRST FINANCIAL BANK - TRUST DIVISION 26 - 2024-03-31 21,223 $11,808,000 -1,706
   IMCCHICAGO, LLC 33 - 2024-03-31 21,175 $11,782,000 -277,818
   FINANCIAL NETWORK 310 - 2023-12-31 23,209 $11,776,000 -3,209
   BOOTHBAY FUND MANAGEMENT LLC 33 - 2023-12-31 22,513 $11,423,000 -13,657
   AMERICAN INTERNATIONAL GROUP INC 316 - 2023-12-31 22,500 $11,416,000 -500
   DUMONT & BLAKE INVESTMENT ADVISORS LLC 6 - 2024-03-31 20,474 $11,392,000 -269
   COUNTRY CLUB BANK /GFN - 2023-12-31 22,171 $11,358,000 -794
   Pachira Investments Inc. 2 - 2024-03-31 20,368 $11,333,000 -507
   Cresset Asset Management LLC 193 - 2023-12-31 22,249 $11,305,000 -993
   CWM LLC 273 - 2024-03-31 20,276 $11,282,000 -941
   jvl associates llc 7 - 2024-03-31 19,992 $11,124,000 -13
   GLENMEDE TRUST CO NA 337 - 2023-12-31 21,894 $11,109,000 -15
   OLD NATIONAL BANCORP /IN/ 95 - 2024-03-31 19,688 $10,954,000 -371
   CENTRAL BANK & TRUST CO 19 - 2024-03-31 19,488 $10,843,000 -268
   BROWN BROTHERS HARRIMAN & CO 104 - 2023-12-31 20,912 $10,610,000 -34
   MEANS INVESTMENT CO. INC. 15 - 2024-03-31 18,770 $10,444,000 -5,622
   LINSCOMB & WILLIAMS INC 34 - 2023-12-31 20,383 $10,342,000 -746
   AGF MANAGEMENT LTD 198 - 2023-12-31 20,252 $10,275,000 -12
   EVERCORE WEALTH MANAGEMENT, LLC 64 - 2023-12-31 20,050 $10,173,000 -201
   Lutz Financial Services LLC 32 - 2023-12-31 19,630 $9,960,000 -104
   ARVEST INVESTMENTS INC. 16 - 2024-03-31 17,880 $9,949,000 -381
   CAPITAL FUND MANAGEMENT S.A. 233 - 2023-12-31 19,232 $9,758,000 -6,900
   Bordeaux Wealth Advisors LLC 8 - 2023-12-31 19,184 $9,734,000 -295
   MECHANICS BANK TRUST DEPARTMENT 19 - 2024-03-31 17,456 $9,713,000 -562
   FIRST MERCHANTS CORP - 2023-12-31 18,435 $9,353,000 -77
   Moreno Evelyn V 3 - 2023-12-31 17,830 $9,047,000 -37,581
   KCM INVESTMENT ADVISORS LLC 67 - 2023-12-31 16,525 $8,385,000 -66
   Capstone Financial Advisors Inc. 19 - 2023-12-31 16,287 $8,264,000 -31
   TIAA TRUST NATIONAL ASSOCIATION - 2023-12-31 16,193 $8,216,000 -563
   Atlantic Trust Group LLC 338 - 2023-12-31 15,654 $7,943,000 -487
  100 Records found
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