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 |
|---|---|---|---|---|---|
|
Nbw Capital LLC
|
Feb 06, 2025 Q4 2024 |
8,620
shares
|
$4.88 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,612
shares
|
$4.88 Million
0.06% of portfolio
|
Q4 2024
Reduced 24.79%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jan 16, 2025 Q4 2024 |
8,439
shares
|
$4.78 Million
2.72% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
8,437
shares
|
$4.78 Million
1.55% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
8,412
shares
|
$4.77 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
8,411
shares
|
$4.76 Million
0.13% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
8,345
shares
|
$4.73 Million
1.44% of portfolio
|
Q4 2024
Added 70.65%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
8,195
shares
|
$4.64 Million
0.05% of portfolio
|
Q4 2024
Added 22.48%
|
|
|
Highview Capital Management LLC
|
Feb 18, 2025 Q4 2024 |
8,188
shares
|
$4.64 Million
1.82% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
8,150
shares
|
$4.62 Million
2.48% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
8,110
shares
|
$4.59 Million
1.95% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
8,085
shares
|
$4.58 Million
0.39% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
8,076
shares
|
$4.58 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
8,043
shares
|
$4.56 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Bay Rivers Group
|
Jan 22, 2025 Q4 2024 |
8,033
shares
|
$4.55 Million
2.26% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
7,943
shares
|
$4.5 Million
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
7,929
shares
|
$4.49 Million
1.87% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Feb 10, 2025 Q4 2024 |
7,884
shares
|
$4.47 Million
1.92% of portfolio
|
Q4 2024
Reduced 1.2%
|
|
|
Keystone Financial Group
|
Feb 13, 2025 Q4 2024 |
7,852
shares
|
$4.45 Million
0.46% of portfolio
|
Q3 2024
Reduced 23.79%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,793
shares
|
$4.41 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
7,731
shares
|
$4.38 Million
0.14% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Weil Company, Inc.
|
Feb 04, 2025 Q4 2024 |
7,703
shares
|
$4.36 Million
1.63% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
7,683
shares
|
$4.35 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
7,672
shares
|
$4.35 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
7,669
shares
|
$4.34 Million
0.07% of portfolio
|
Q4 2024
Added 3.65%
|