Institutional Ownership Spdr S&P Midcap 400 ETF Trust (MDY)
This table provides information about the institutional ownership of Spdr S&P Midcap 400 ETF Trust (MDY). We have compiled data on the 1,523 institutions that hold shares in the stock, with a total of 29.2 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Feb 13, 2025 Q4 2024 |
10,893
shares
|
$6.17 Million
5.94% of portfolio
|
Q4 2024
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
10,826
shares
|
$6.13 Million
0.73% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Adirondack Trust CO
|
Jan 17, 2025 Q4 2024 |
10,817
shares
|
$6.13 Million
2.38% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jan 31, 2025 Q4 2024 |
10,751
shares
|
$6.09 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
10,719
shares
|
$6.07 Million
2.98% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
10,632
shares
|
$6.02 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
Feb 18, 2025 Q4 2024 |
10,500
shares
|
$5.95 Million
1.53% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Feb 07, 2025 Q4 2024 |
10,500
shares
|
$5.95 Million
4.53% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
10,480
shares
|
$5.94 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Ieq Capital, LLC
|
Jan 31, 2025 Q4 2024 |
10,476
shares
|
$5.93 Million
0.06% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
10,460
shares
|
$5.93 Million
0.75% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
10,365
shares
|
$5.87 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,336
shares
|
$5.86 Million
0.04% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jan 23, 2025 Q4 2024 |
10,273
shares
|
$5.82 Million
1.18% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Bank Of Nova Scotia
|
Feb 13, 2025 Q4 2024 |
10,268
shares
|
$5.82 Million
0.01% of portfolio
|
Q4 2024
Added 244.45%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
10,169
shares
|
$5.76 Million
0.51% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
10,168
shares
|
$5.76 Million
0.2% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$5.67 Million
0.3% of portfolio
|
Q4 2020
New holding
|
|
|
Wilmar Advisors LLC
Juno Beach, FL |
Feb 05, 2025 Q4 2024 |
10,000
shares
|
$5.67 Million
5.27% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
9,941
shares
|
$5.63 Million
1.35% of portfolio
|
Q2 2024
Added 13.6%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Feb 14, 2025 Q4 2024 |
9,749
shares
|
$5.52 Million
1.05% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
9,719
shares
|
$5.51 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
9,716
shares
|
$5.5 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
9,676
shares
|
$5.48 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Colorado Capital Management, Inc.
|
Jan 16, 2025 Q4 2024 |
9,671
shares
|
$5.48 Million
2.67% of portfolio
|
Q4 2024
Reduced 24.44%
|