MDY Institutional Ownership
State Street SPDR S&P MIDCAP 400 ETF Trust
1W: +0.6%
1M: -2.2%
3M: -3.9%
YTD: +9.6%
1Y: +12.4%
3Y: +51.8%
5Y: +43.9%
$669.66
+6.28 (+0.95%)
Weekly Expected Move ±1.5%
$650
$660
$670
$680
$689
Overview
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Holdings
Changes
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Analysis
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Institutional Ownership — MDY
1,574
Institutional Holders
+58 vs prior quarter
0.0%
Ownership
+0.00pp
17B
Total Invested
157
New Positions
342
Increased
577
Reduced
48
Closed
1.22
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1644 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BANK OF AMERICA CORP /DE | 1,946,508 | 1.3B | -101,476 | -5.0% | 15Q | SEC ↗ |
| 2 | MORGAN STANLEY | 1,235,352 | $827M | -308,245 | -20.0% | 60Q | SEC ↗ |
| 3 | WELLS FARGO & COMPANY/MN | 1,178,967 | $790M | -14,369 | -1.2% | 66Q | SEC ↗ |
| 4 | NORTHERN TRUST CORP | 1,049,595 | $703M | -11,597 | -1.1% | 66Q | SEC ↗ |
| 5 | US BANCORP \DE | 963,812 | $645M | -6,146 | -0.6% | 66Q | SEC ↗ |
| 6 | GOLDMAN SACHS GROUP INC | 906,280 | $607M | +24,338 | +2.8% | 15Q | SEC ↗ |
| 7 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 903,341 | $605M | +38,573 | +4.5% | 66Q | SEC ↗ |
| 8 | Pathstone Holdings, LLC | 849,491 | $569M | +9,295 | +1.1% | 11Q | SEC ↗ |
| 9 | PNC Financial Services Group, Inc. | 693,381 | $464M | -5,926 | -0.8% | 15Q | SEC ↗ |
| 10 | UBS Group AG | 651,062 | $436M | +10,553 | +1.6% | 47Q | SEC ↗ |
| 11 | RAYMOND JAMES FINANCIAL INC | 488,839 | $327M | -8,352 | -1.7% | 7Q | SEC ↗ |
| 12 | BANK OF MONTREAL /CAN | 477,136 | $320M | -11,802 | -2.4% | 53Q | SEC ↗ |
| 13 | MEITAV INVESTMENT HOUSE LTD NEW | 412,840 | $276M | — | +0.0% | 1Q | SEC ↗ |
| 14 | ROYAL BANK OF CANADA | 291,654 | $195M | -8,069 | -2.7% | 66Q | SEC ↗ |
| 15 | JPMORGAN CHASE & CO | 285,765 | $191M | -18,397 | -6.0% | 66Q | SEC ↗ |
| 16 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 283,087 | $190M | -15,679 | -5.2% | 36Q | SEC ↗ |
| 17 | MAI Capital Management | 271,019 | $181M | +6,946 | +2.6% | 47Q | SEC ↗ |
| 18 | ALLIANCEBERNSTEIN L.P. | 244,920 | $164M | -6,210 | -2.5% | 50Q | SEC ↗ |
| 19 | Creative Planning | 236,181 | $158M | -12,500 | -5.0% | 59Q | SEC ↗ |
| 20 | HighTower Advisors, LLC | 234,897 | $157M | -111 | -0.0% | 61Q | SEC ↗ |
| 21 | Corient Private Wealth LP | 226,432 | $152M | -3,423 | -1.5% | 15Q | SEC ↗ |
| 22 | Arvest Bank Trust Division | 224,334 | $150M | -3,282 | -1.4% | 8Q | SEC ↗ |
| 23 | Conservest Capital Advisors, Inc. | 208,394 | $140M | -3,312 | -1.6% | 38Q | SEC ↗ |
| 24 | CITIGROUP INC | 178,846 | $120M | +127,401 | +247.6% | 66Q | SEC ↗ |
| 25 | LPL Financial LLC | 166,179 | $111M | +2,775 | +1.7% | 61Q | SEC ↗ |
| 26 | Generali Asset Management SPA SGR | 164,778 | $110M | +5,795 | +3.6% | 2Q | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 161,143 | $108M | -1,476 | -0.9% | 66Q | SEC ↗ |
| 28 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 157,630 | $106M | -77,056 | -32.8% | 34Q | SEC ↗ |
| 29 | WADDELL & ASSOCIATES, LLC | 154,726 | $104M | +1,123 | +0.7% | 20Q | SEC ↗ |
| 30 | BNP PARIBAS FINANCIAL MARKETS | 143,902 | $96M | -173,127 | -54.6% | 66Q | SEC ↗ |
| 31 | SG Americas Securities, LLC | 143,035 | $96M | -10,363 | -6.8% | 56Q | SEC ↗ |
| 32 | Welch & Forbes LLC | 142,173 | $95M | -19,381 | -12.0% | 15Q | SEC ↗ |
| 33 | Cerity Partners LLC | 139,760 | $94M | +1,022 | +0.7% | 34Q | SEC ↗ |
| 34 | COMMERCE BANK | 139,449 | $93M | -1,705 | -1.2% | 66Q | SEC ↗ |
| 35 | WHITTIER TRUST CO | 131,409 | $88M | -1,664 | -1.3% | 59Q | SEC ↗ |
| 36 | TRUIST FINANCIAL CORP | 120,108 | $80M | +1,760 | +1.5% | 53Q | SEC ↗ |
| 37 | EP Wealth Advisors, LLC | 119,454 | $80M | +7,707 | +6.9% | 3Q | SEC ↗ |
| 38 | Hills Bank & Trust Co | 111,587 | $75M | -3,823 | -3.3% | 66Q | SEC ↗ |
| 39 | BROWN ADVISORY INC | 110,435 | $74M | -963 | -0.9% | 65Q | SEC ↗ |
| 40 | Mariner, LLC | 104,807 | $70M | -1,945 | -1.8% | 44Q | SEC ↗ |
| 41 | Focus Partners Wealth | 101,693 | $68M | -6,051 | -5.6% | 11Q | SEC ↗ |
| 42 | MONTAG A & ASSOCIATES INC | 101,656 | $68M | -2,470 | -2.4% | 67Q | SEC ↗ |
| 43 | OSAIC HOLDINGS, INC. | 96,420 | $65M | +20,519 | +27.0% | 26Q | SEC ↗ |
| 44 | ENVESTNET ASSET MANAGEMENT INC | 89,737 | $60M | +9,210 | +11.4% | 66Q | SEC ↗ |
| 45 | Cetera Investment Advisers | 88,675 | $59M | -692 | -0.8% | 43Q | SEC ↗ |
| 46 | AMERIPRISE FINANCIAL INC | 85,773 | $57M | -1,645 | -1.9% | 16Q | SEC ↗ |
| 47 | Atlantic Union Bankshares Corp | 83,440 | $56M | -923 | -1.1% | 5Q | SEC ↗ |
| 48 | CIBC WORLD MARKET INC. | 83,263 | $56M | +77,245 | +1283.6% | 46Q | SEC ↗ |
| 49 | WASHINGTON TRUST Co | 81,402 | $55M | -4,102 | -4.8% | 62Q | SEC ↗ |
| 50 | BLAIR WILLIAM & CO/IL | 76,091 | $51M | +414 | +0.5% | 64Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| MEITAV INVESTMENT HOUSE LTD | 412,840 | $276M |
| TWO SIGMA INVESTMENTS, LP | 41,640 | $28M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | 38,082 | $26M |
| CITADEL ADVISORS LLC | 34,729 | $23M |
| Passaic Partners LLC | 27,485 | $18M |
| Fi3 FINANCIAL ADVISORS, LLC | 25,046 | $17M |
| Redhawk Wealth Advisors, Inc. | 15,755 | $11M |
| Point72 Asset Management, L.P. | 13,580 | $9M |
| Synergy Asset Management, LLC | 8,398 | $6M |
| JMG Financial Group, Ltd. | 6,786 | $5M |
| CAPE COD FIVE CENTS SAVINGS BANK | 6,173 | $4M |
| Clear Point Advisors Inc. | 6,023 | $4M |
| NORTHSTAR ASSET MANAGEMENT Co | 5,030 | $3M |
| Aster Capital Management (DIFC) Ltd | 4,448 | $3M |
| D. E. Shaw & Co., Inc. | 4,370 | $3M |
| BANCO BILBAO VIZCAYA ARGENTARIA, S. | 4,100 | $3M |
| Cambria Investment Management, L.P. | 4,095 | $3M |
| Walleye Trading LLC | 3,777 | $3M |
| Cercano Management LLC | 3,636 | $2M |
| Squarepoint Ops LLC | 3,548 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Qube Research & Technologies Ltd | 23,671 | $16M |
| RENAISSANCE TECHNOLOGIES LLC | 12,720 | $9M |
| OPPENHEIMER ASSET MANAGEMENT INC. | 9,648 | $6M |
| SANDERS MORRIS HARRIS LLC | 9,450 | $6M |
| NorthCrest Asset Manangement, LLC | 7,476 | $5M |
| Brevan Howard Capital Management LP | 7,391 | $5M |
| Virtue Capital Management, LLC | 6,412 | $4M |
| SEGALL BRYANT & HAMILL, LLC | 5,120 | $3M |
| RAFFA WEALTH MANAGEMENT, LLC | 4,917 | $3M |
| Capital Advisory Group Advisory Ser | 4,803 | $3M |
| TWO SIGMA SECURITIES, LLC | 4,651 | $3M |
| EVOKE WEALTH, LLC | 4,612 | $3M |
| Baer Investment Advisory LLC | 4,236 | $3M |
| Accent Capital Management, LLC | 3,831 | $3M |
| HRT FINANCIAL LP | 3,561 | $2M |
| Graham Capital Management, L.P. | 3,500 | $2M |
| Sollinda Capital Management LLC | 3,107 | $2M |
| JANE STREET GROUP, LLC | 3,022 | $2M |
| Intrua Financial, LLC | 2,970 | $2M |
| FNY Investment Advisers, LLC | 2,400 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITIGROUP INC | +127,401 | +247.6% | 178,846 |
| CIBC WORLD MARKET INC. | +77,245 | +1283.6% | 83,263 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +38,573 | +4.5% | 903,341 |
| GHE, LLC | +29,118 | +3068.3% | 30,067 |
| GOLDMAN SACHS GROUP INC | +24,338 | +2.8% | 906,280 |
| Savant Capital, LLC | +22,716 | +103.7% | 44,623 |
| HEALTHCARE OF ONTARIO PENSION PLAN | +21,700 | +133.1% | 38,000 |
| OSAIC HOLDINGS, INC. | +20,519 | +27.0% | 96,420 |
| AQR CAPITAL MANAGEMENT LLC | +18,090 | +55.1% | 50,915 |
| MERCER GLOBAL ADVISORS INC /ADV | +17,893 | +66.5% | 44,808 |
| MML INVESTORS SERVICES, LLC | +12,837 | +62.8% | 33,271 |
| Arax Advisory Partners | +11,390 | +120.0% | 20,883 |
| UBS Group AG | +10,553 | +1.6% | 651,062 |
| Pathstone Holdings, LLC | +9,295 | +1.1% | 849,491 |
| ENVESTNET ASSET MANAGEMENT INC | +9,210 | +11.4% | 89,737 |
| MGO ONE SEVEN LLC | +8,748 | +335.6% | 11,355 |
| BlackRock, Inc. | +8,705 | +37.7% | 31,797 |
| BESSEMER GROUP INC | +8,582 | +24.8% | 43,225 |
| PRICE T ROWE ASSOCIATES INC /MD | +8,284 | +297.0% | 11,073 |
| Estate Counselors, LLC | +8,256 | +1942.6% | 8,681 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| MORGAN STANLEY | -308,245 | -20.0% | 1,235,352 |
| BNP PARIBAS FINANCIAL MARKETS | -173,127 | -54.6% | 143,902 |
| BANK OF AMERICA CORP /DE | -101,476 | -5.0% | 1,946,508 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -77,056 | -32.8% | 157,630 |
| TSG Advice Partners, LLC | -67,768 | -65.7% | 35,383 |
| Balyasny Asset Management L.P. | -54,435 | -43.8% | 69,882 |
| MILLENNIUM MANAGEMENT LLC | -41,989 | -94.9% | 2,251 |
| GTS SECURITIES LLC | -40,423 | -84.3% | 7,546 |
| STIFEL FINANCIAL CORP | -34,312 | -32.1% | 72,534 |
| MIRAE ASSET SECURITIES (USA) INC. | -33,246 | -39.9% | 50,072 |
| JDM Financial Group LLC | -26,271 | -97.4% | 689 |
| Madison Asset Management, LLC | -23,729 | -40.1% | 35,518 |
| IMC-Chicago, LLC | -21,362 | -87.8% | 2,972 |
| Welch & Forbes LLC | -19,381 | -12.0% | 142,173 |
| SummitTX Capital, L.P. | -19,131 | -35.8% | 34,353 |
| JPMORGAN CHASE & CO | -18,397 | -6.0% | 285,765 |
| Jump Financial, LLC | -16,230 | -48.0% | 17,602 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -15,679 | -5.2% | 283,087 |
| WELLS FARGO & COMPANY/MN | -14,369 | -1.2% | 1,178,967 |
| Creative Planning | -12,500 | -5.0% | 236,181 |