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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
   Peterson Financial Group Inc. 139 *Closed 2023-12-31 0 $0 -579
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 809 *Closed 2023-12-31 0 $0 -150
   GLAXIS CAPITAL MANAGEMENT, LLC 33 *Closed 2023-12-31 0 $0 -1,075
   CAPE ANN SAVINGS BANK 83 *Closed 2023-12-31 0 $0 -556
   McGlone Suttner Wealth Management Inc. 233 *Closed 2024-03-31 0 $0 -235
   Y-Intercept (Hong Kong) Ltd 1229 *Closed 2023-12-31 0 $0 -1,427
   Successful Portfolios LLC 174 *Closed 2024-03-31 0 $0 -424
   Strategic Financial Concepts LLC 147 *Closed 2023-12-31 0 $0 -568
   RENAISSANCE TECHNOLOGIES LLC 3872 *Closed 2023-12-31 0 $0 -5,800
   HRT FINANCIAL LLC 2136 *Closed 2023-12-31 0 $0 -56,351
   Blue Zone Wealth Advisors LLC 89 *Closed 2024-03-31 0 $0 -400
   MAVEN SECURITIES Ltd 241 *Closed 2023-12-31 0 $0 -1,579
   KARLINSKI ANDREW C 11 *Closed 2022-12-31 0 $0 -3
   Flaharty Asset Management LLC 299 *Closed 2023-12-31 0 $0 -278
   HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND 947 *Closed 2023-12-31 0 $0 -32,000
   VERITION FUND MANAGEGMENT LLC 1742 *Closed 2023-12-31 0 $0 -1,039
   HEAD & ASSOCIATES LLC 267 *Closed 2023-12-31 0 $0 -41
   Psagot Value Holdings Ltd. / (Israel) 551 *Closed 2023-12-31 0 $0 -189
   Cannon Global Investment Management LLC 66 *Closed 2024-03-31 0 $0 -3,900
   TRANSAMERICA FINANCIAL ADVISORS, INC. 635 *Closed 2023-12-31 0 $0 -40
   NICHOLS & PRATT ADVISERS LLP /MA 108 *Closed 2023-12-31 0 $0 -620
   BOURGEON CAPITAL MANAGEMENT LLC 229 *Closed 2024-03-31 0 $0 -45
   Aspen Grove Capital LLC 193 *Closed 2023-12-31 0 $0 -553
   BASSETT HARGROVE INVESTMENT COUNSEL LLC 46 *Closed 2023-09-30 0 $0 -485
   Select Equity Group L.P. 163 *Closed 2023-12-31 0 $0 -7,547
   Rodgers & Associates LTD 89 *Closed 2023-12-31 0 $0 -470
   TRANSCEND WEALTH COLLECTIVE LLC 521 *Closed 2023-12-31 0 $0 -513
   Alpine Partners VI LLC 214 *Closed 2023-12-31 0 $0 -3,345
   Carlson Capital Management 145 *Closed 2024-03-31 0 $0 -575
   Ten Capital Wealth Advisors LLC 279 *Closed 2023-06-30 0 $0 -150
   OAK HILL INVESTMENT MANAGEMENT, L.P. 153 *Closed 2023-12-31 0 $0 -1,095
   Jackson Wealth Management LLC 94 *Closed 2023-12-31 0 $0 -1,231
   Stonebridge Capital Advisors LLC 616 *Closed 2023-12-31 0 $0 -14
   USA Financial Portformulas Corp 448 *Closed 2023-12-31 0 $0 -3
   V Wealth ManagementLLC 284 *Closed 2023-09-30 0 $0 -539
   Allspring Global Investments Holdings LLC 2320 *Closed 2024-03-31 0 $0 -353
   PAYDENFUNDS 203 *Closed 2023-09-30 0 $0 -535
   DRW SECURITIES, LLC 325 *Closed 2023-12-31 0 $0 -1,500
   CFM WEALTH PARTNERS LLC 159 *Closed 2024-03-31 0 $0 -629
   BlueSky Wealth Advisors LLC 53 *Closed 2024-03-31 0 $0 -493
   Connolly Sarah T. 68 *Closed 2023-12-31 0 $0 -7,711
   CYPRESS CAPITAL MANAGEMENT LLC 152 *Closed 2022-12-31 0 $0 -672
   VisionPoint Advisory Group LLC 837 *Closed 2023-12-31 0 $0 -11
   QUANTBOT TECHNOLOGIES LLC 1935 *Closed 2023-12-31 0 $0 -501
   JANE STREET GROUP LLC 5867 *Closed 2023-12-31 0 $0 -25,301
   Global Wealth Management Investment Advisory Inc. 503 *Closed 2023-12-31 0 $0 -20
   VERITABLE LP 736 *Closed 2023-09-30 0 $0 -966,257
   Sanford Advisory Services LLC 122 *Closed 2022-12-31 0 $0 -508
   Squarepoint Ops LLC 2794 *Closed 2023-12-31 0 $0 -210,944
   Cape Investment Advisory Inc. 1122 *Closed 2023-12-31 0 $0 -32
   SEVEN POST INVESTMENT OFFICE LP 53 *Closed 2023-12-31 0 $0 -1,021
   PRIVATE CAPITAL MANAGEMENT LLC 197 *Closed 2024-03-31 0 $0 -600
   Authentikos Wealth Advisory LLC 609 *Closed 2023-12-31 0 $0 -71
   National Wealth Management Group LLC 142 *Closed 2023-12-31 0 $0 -1,580
   Kalos Management Inc. 391 *Closed 2023-06-30 0 $0 -2
   SIMPLEX TRADING LLC 3093 *Closed 2023-12-31 0 $0 -2,328
   GENERAL RE NEW ENGLAND ASSET MANAGEMENT INC 117 *Closed 2023-12-31 0 $0 -576
   SHAPIRO CAPITAL MANAGEMENT CO INC 67 *Closed 2023-12-31 0 $0 -6,400
   Schrum Private Wealth Management LLC *Closed 2023-12-31 0 $0 -1,298
   Norway Savings Bank 141 *Closed 2024-03-31 0 $0 -425
   Thrive Wealth Management LLC 214 *Closed 2024-03-31 0 $0 -402
   QUANTLAB CAPITAL MANAGEMENT LTD 58 *Closed 2023-12-31 0 $0 -537
   Patriot Financial Group Insurance Agency LLC 498 *Closed 2023-12-31 0 $0 -842
   MinichMacGregor Wealth Management LLC 117 *Closed 2024-03-31 0 $0 -600
   KCS Wealth Advisory 152 *Closed 2023-09-30 0 $0 -861
   Stonehage Fleming Financial Services Holdings Ltd 269 *Closed 2023-12-31 0 $0 -100
   HOWARD FINANCIAL SERVICES LTD. 165 *Closed 2024-03-31 0 $0 -790
   STATE STREET CORP 4387 *Closed 2023-12-31 0 $0 -55,979
   WEXFORD CAPITAL LLC 296 *Closed 2023-12-31 0 $0 -2,120
   Echo Wealth Management LLC 43 *Closed 2023-12-31 0 $0 -443
   Twin Tree Management LP 601 *Closed 2023-12-31 0 $0 -45,347
   FIRST INTERSTATE BANK 164 *Closed 2023-12-31 0 $0 -505
  72 Records found
  1    
  Page 1 of 1
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