Q1 2025 13F Holders as of 3/31/2025
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Type / Class
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Equity / S&P 400 MDCP GRW
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Number of holders
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173
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Total shares
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5.4M
-
Shares change
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-615K
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Total reported value, excl. options
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$431M
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Value change
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-$49.1M
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Number of buys
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72
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Number of sells
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-81
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Price
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$79.46
Significant Holders of SPDR SER TR - S&P 400 MDCP GRW (MDYG) as of Q1 2025
186 filings reported holding MDYG - SPDR SER TR - S&P 400 MDCP GRW as of Q1 2025.
SPDR SER TR - S&P 400 MDCP GRW (MDYG) has 173 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5.4M shares
.
Largest 10 shareholders include ENVESTNET ASSET MANAGEMENT INC (770K shares), CONFLUENCE INVESTMENT MANAGEMENT LLC (442K shares), GHP Investment Advisors, Inc. (299K shares), Rehmann Capital Advisory Group (289K shares), Convergence Financial, LLC (231K shares), Avantax Planning Partners, Inc. (216K shares), Parcion Private Wealth LLC (205K shares), Rodgers & Associates, LTD (195K shares), KWB Wealth (159K shares), and TRUIST FINANCIAL CORP (148K shares).
This table shows the top 173 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.