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 |
|---|---|---|---|---|---|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
7,617
shares
|
$4.32 Million
1.68% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
7,594
shares
|
$4.3 Million
0.1% of portfolio
|
Q1 2023
Added 9.69%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
7,556
shares
|
$4.28 Million
0.1% of portfolio
|
Q4 2024
Added 14.62%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
7,525
shares
|
$4.26 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Feb 11, 2025 Q4 2024 |
7,427
shares
|
$4.21 Million
1.8% of portfolio
|
Q4 2024
Reduced 2.21%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
7,417
shares
|
$4.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
7,412
shares
|
$4.2 Million
0.03% of portfolio
|
Q4 2024
Added 1.58%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
7,392
shares
|
$4.19 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.77%
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
7,380
shares
|
$4.18 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
7,376
shares
|
$4.18 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jan 21, 2025 Q4 2024 |
7,260
shares
|
$4.11 Million
2.37% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
7,177
shares
|
$4.07 Million
0.81% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Jmg Financial Group, Ltd.
|
Feb 03, 2025 Q4 2024 |
7,170
shares
|
$4.06 Million
0.14% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
7,112
shares
|
$4.03 Million
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
7,112
shares
|
$4.03 Million
0.16% of portfolio
|
Q4 2024
Added 71.66%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
7,099
shares
|
$4.02 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
7,075
shares
|
$4.01 Million
0.08% of portfolio
|
Q4 2024
Added 2.92%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
6,964
shares
|
$3.95 Million
0.13% of portfolio
|
Q4 2024
Added 29.06%
|
|
|
Renaissance Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
6,879
shares
|
$3.9 Million
0.87% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Paulson Wealth Management Inc.
|
Feb 13, 2025 Q4 2024 |
6,871
shares
|
$3.89 Million
1.08% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
6,811
shares
|
$3.86 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,729
shares
|
$3.81 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
6,689
shares
|
$3.79 Million
0.13% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
6,687
shares
|
$3.79 Million
0.22% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
6,631
shares
|
$3.76 Million
0.07% of portfolio
|
Q4 2024
Added 5.4%
|