MDYG Institutional Ownership
State Street SPDR S&P 400 Mid Cap Growth ETF
1W: +1.0%
1M: -0.4%
3M: -3.5%
YTD: +13.6%
1Y: +16.3%
3Y: +57.6%
5Y: +42.0%
$106.62
+0.86 (+0.81%)
Weekly Expected Move ±1.7%
$103
$105
$107
$108
$110
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — MDYG
443
Institutional Holders
+20 vs prior quarter
0.0%
Ownership
+0.00pp
2B
Total Invested
53
New Positions
127
Increased
180
Reduced
20
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (469 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 1,751,987 | 187M | +183,863 | +11.7% | 53Q | SEC ↗ |
| 2 | Financial Engines Advisors L.L.C. | 1,427,344 | 152M | +163,506 | +12.9% | 36Q | SEC ↗ |
| 3 | AE Wealth Management LLC | 1,305,443 | 139M | +86,388 | +7.1% | 30Q | SEC ↗ |
| 4 | NorthRock Partners, LLC | 1,153,617 | 123M | +70,276 | +6.5% | 29Q | SEC ↗ |
| 5 | MORGAN STANLEY | 845,458 | 90M | -805 | -0.1% | 60Q | SEC ↗ |
| 6 | FAS Wealth Partners, Inc. | 555,604 | 59M | +47,926 | +9.4% | 43Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 511,830 | 55M | +10,607 | +2.1% | 7Q | SEC ↗ |
| 8 | ENVESTNET ASSET MANAGEMENT INC | 450,660 | 48M | -10,030 | -2.2% | 40Q | SEC ↗ |
| 9 | Convergence Financial, LLC | 374,287 | 40M | -174,539 | -31.8% | 19Q | SEC ↗ |
| 10 | Wellspring Financial Advisors, LLC | 367,706 | 39M | — | +0.0% | 26Q | SEC ↗ |
| 11 | First National Trust Co | 355,048 | 38M | -1,518 | -0.4% | 35Q | SEC ↗ |
| 12 | Rehmann Capital Advisory Group | 353,924 | 38M | +1,271 | +0.4% | 23Q | SEC ↗ |
| 13 | Avantax Planning Partners, Inc. | 347,928 | 37M | +26,014 | +8.1% | 39Q | SEC ↗ |
| 14 | JONES FINANCIAL COMPANIES LLLP | 339,005 | 36M | -46,503 | -12.1% | 17Q | SEC ↗ |
| 15 | GHP Investment Advisors, Inc. | 336,389 | 36M | +6,302 | +1.9% | 43Q | SEC ↗ |
| 16 | Private Advisor Group, LLC | 309,416 | 33M | -116,170 | -27.3% | 43Q | SEC ↗ |
| 17 | Klingman & Associates, LLC | 297,555 | 32M | -26,620 | -8.2% | 30Q | SEC ↗ |
| 18 | WCG Wealth Advisors LLC | 279,491 | 30M | -25,989 | -8.5% | 17Q | SEC ↗ |
| 19 | HighTower Advisors, LLC | 269,961 | 29M | -3,205 | -1.2% | 50Q | SEC ↗ |
| 20 | AMERIPRISE FINANCIAL INC | 235,378 | 25M | -9,408 | -3.8% | 16Q | SEC ↗ |
| 21 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 235,194 | 25M | -22,798 | -8.8% | 39Q | SEC ↗ |
| 22 | BANK OF AMERICA CORP /DE | 223,354 | 24M | +2,817 | +1.3% | 15Q | SEC ↗ |
| 23 | COMMONWEALTH EQUITY SERVICES, LLC | 214,737 | 23M | -11,546 | -5.1% | 35Q | SEC ↗ |
| 24 | TIAA-CREF INDIVIDUAL & INSTITUTIONAL S | 187,373 | 20M | +6,772 | +3.7% | 2Q | SEC ↗ |
| 25 | Rodgers & Associates, LTD | 187,167 | 20M | -7,035 | -3.6% | 23Q | SEC ↗ |
| 26 | Shakespeare Wealth Management, LLC | 183,300 | 20M | -32,376 | -15.0% | 35Q | SEC ↗ |
| 27 | WELLS FARGO & COMPANY/MN | 180,637 | 19M | -71,242 | -28.3% | 68Q | SEC ↗ |
| 28 | SFG Wealth Management, LLC. | 166,652 | 18M | +2,336 | +1.4% | 14Q | SEC ↗ |
| 29 | Mariner, LLC | 161,597 | 17M | -11,123 | -6.4% | 35Q | SEC ↗ |
| 30 | Cetera Investment Advisers | 141,743 | 15M | +604 | +0.4% | 23Q | SEC ↗ |
| 31 | ROYAL BANK OF CANADA | 138,635 | 15M | -2,451 | -1.7% | 67Q | SEC ↗ |
| 32 | TRUIST FINANCIAL CORP | 117,140 | 12M | -798 | -0.7% | 27Q | SEC ↗ |
| 33 | SIGNET FINANCIAL MANAGEMENT, LLC | 114,552 | 12M | -1,674 | -1.4% | 34Q | SEC ↗ |
| 34 | UBS Group AG | 113,414 | 12M | +2,374 | +2.1% | 47Q | SEC ↗ |
| 35 | Summit Financial, LLC | 112,006 | 12M | -1,725 | -1.5% | 2Q | SEC ↗ |
| 36 | Merit Financial Group, LLC | 100,156 | 11M | +3,780 | +3.9% | 16Q | SEC ↗ |
| 37 | OSAIC HOLDINGS, INC. | 98,307 | 10M | +8,823 | +9.9% | 26Q | SEC ↗ |
| 38 | ERn Financial, LLC | 91,445 | 10M | +389 | +0.4% | 31Q | SEC ↗ |
| 39 | MONECO ADVISORS, LLC | 88,262 | 9M | +15,020 | +20.5% | 18Q | SEC ↗ |
| 40 | Marathon Mission, Inc. | 83,077 | 9M | +3,431 | +4.3% | 9Q | SEC ↗ |
| 41 | Stratos Wealth Partners, LTD. | 76,272 | 8M | +13,537 | +21.6% | 41Q | SEC ↗ |
| 42 | JNBA Financial Advisors | 75,077 | 8M | -10,553 | -12.3% | 31Q | SEC ↗ |
| 43 | Chicago Partners Investment Group LLC | 74,913 | 8M | +601 | +0.8% | 22Q | SEC ↗ |
| 44 | EP Wealth Advisors, LLC | 73,049 | 8M | +63,754 | +685.9% | 3Q | SEC ↗ |
| 45 | CWM, LLC | 72,232 | 8M | +1,176 | +1.7% | 18Q | SEC ↗ |
| 46 | Pathstone Holdings, LLC | 69,638 | 7M | — | +0.0% | 11Q | SEC ↗ |
| 47 | Prestige Wealth Management Group LLC | 68,008 | 7M | +395 | +0.6% | 31Q | SEC ↗ |
| 48 | MERCER GLOBAL ADVISORS INC /ADV | 63,949 | 7M | +23,550 | +58.3% | 22Q | SEC ↗ |
| 49 | MML INVESTORS SERVICES, LLC | 60,995 | 7M | +14,724 | +31.8% | 37Q | SEC ↗ |
| 50 | UNIVEST FINANCIAL Corp | 60,974 | 7M | -60,368 | -49.8% | 8Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Prospera Financial Services Inc | 57,588 | 6M |
| Cordatus Wealth Management LLC | 56,450 | 6M |
| TWO SIGMA INVESTMENTS, LP | 45,600 | 5M |
| Elevation Capital Advisory, LLC | 44,680 | 5M |
| Sanctuary Advisors, LLC | 35,391 | 4M |
| GTS SECURITIES LLC | 24,900 | 3M |
| Richmond Brothers, Inc. | 24,659 | 3M |
| LEVEL FOUR ADVISORY SERVICES, LLC | 20,542 | 2M |
| Wealth Watch Advisors, INC | 19,883 | 2M |
| Savvy Advisors, Inc. | 9,604 | 1M |
| COFG Advisors, LLC | 9,510 | 1M |
| Mosley Wealth Management | 8,804 | 939K |
| Kinetic Wealth Investment Advisors | 8,544 | 911K |
| Ameritas Advisory Services, LLC | 7,921 | 845K |
| Global Retirement Partners, LLC | 7,818 | 834K |
| Clear Point Advisors Inc. | 5,814 | 620K |
| TritonPoint Partners, LLC | 5,355 | 571K |
| Crusonia Wealth Advisors LLC | 5,148 | 549K |
| Modern Wealth Management, LLC | 4,736 | 505K |
| Friday Financial | 3,428 | 365K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| SEGALL BRYANT & HAMILL, LLC | 118,234 | 13M |
| BNP PARIBAS FINANCIAL MARKETS | 50,000 | 5M |
| GAMCO INVESTORS, INC. ET AL | 31,343 | 3M |
| CITADEL ADVISORS LLC | 26,609 | 3M |
| Mach-1 Financial Group, LLC | 20,576 | 2M |
| CONFLUENCE INVESTMENT MANAGEMENT LL | 13,458 | 1M |
| Global Assets Advisory, LLC | 9,872 | 1M |
| Orion Porfolio Solutions, LLC | 7,676 | 818K |
| Net Worth Advisory Group | 7,064 | 753K |
| SILVER OAK SECURITIES, INCORPORATED | 4,914 | 524K |
| WealthPLAN Partners, LLC | 4,726 | 504K |
| MOTIVE WEALTH ADVISORS | 4,267 | 455K |
| Cerity Partners LLC | 3,758 | 401K |
| Jacksonville Wealth Management, LLC | 3,756 | 400K |
| Triton Financial Group Inc | 3,516 | 375K |
| Tower Research Capital LLC (TRC) | 3,497 | 373K |
| Arete Wealth Advisors, LLC | 2,763 | 295K |
| VALLEY FORGE INVESTMENT CONSULTANTS | 2,524 | 269K |
| Certified Advisory Corp | 2,434 | 260K |
| IFG Advisors, LLC | 2,415 | 257K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Convergence Financial, LLC | -174,539 | -31.8% | 374,287 |
| McAdam, LLC | -119,121 | -67.3% | 57,960 |
| Private Advisor Group, LLC | -116,170 | -27.3% | 309,416 |
| BALANCED WEALTH GROUP LLC | -85,979 | -59.6% | 58,278 |
| WELLS FARGO & COMPANY/MN | -71,242 | -28.3% | 180,637 |
| WealthShield Partners, LLC | -70,992 | -99.4% | 397 |
| BENJAMIN EDWARDS INC | -61,874 | -95.8% | 2,693 |
| UNIVEST FINANCIAL Corp | -60,368 | -49.8% | 60,974 |
| STIFEL FINANCIAL CORP | -49,463 | -66.7% | 24,697 |
| JONES FINANCIAL COMPANIES LLLP | -46,503 | -12.1% | 339,005 |
| Shakespeare Wealth Management, LLC | -32,376 | -15.0% | 183,300 |
| Klingman & Associates, LLC | -26,620 | -8.2% | 297,555 |
| WCG Wealth Advisors LLC | -25,989 | -8.5% | 279,491 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | -22,798 | -8.8% | 235,194 |
| AlphaStar Capital Management, LLC | -18,479 | -41.1% | 26,514 |
| Koss-Olinger Consulting, LLC | -16,714 | -54.0% | 14,211 |
| Argent Trust Co | -15,336 | -76.3% | 4,770 |
| COMMONWEALTH EQUITY SERVICES, LLC | -11,546 | -5.1% | 214,737 |
| Mariner, LLC | -11,123 | -6.4% | 161,597 |
| JNBA Financial Advisors | -10,553 | -12.3% | 75,077 |