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 |
|---|---|---|---|---|---|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
6,593
shares
|
$3.73 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
6,575
shares
|
$3.72 Million
0.31% of portfolio
|
Q4 2024
Reduced 98.87%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
6,571
shares
|
$3.72 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
6,566
shares
|
$3.72 Million
0.42% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
6,481
shares
|
$3.67 Million
0.78% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
6,478
shares
|
$3.67 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,457
shares
|
$3.66 Million
0.04% of portfolio
|
Q4 2024
Reduced 33.34%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
6,450
shares
|
$3.65 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
6,420
shares
|
$3.64 Million
0.03% of portfolio
|
Q3 2024
Added 22.38%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
6,398
shares
|
$3.62 Million
0.0% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Jan 17, 2025 Q4 2024 |
6,384
shares
|
$3.62 Million
1.56% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
6,347
shares
|
$3.6 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advantage, Inc.
|
Feb 14, 2025 Q4 2024 |
6,327
shares
|
$3.58 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
6,322
shares
|
$3.58 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
6,314
shares
|
$3.58 Million
0.06% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
6,310
shares
|
$3.57 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
6,310
shares
|
$3.57 Million
0.01% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 10, 2025 Q4 2024 |
6,254
shares
|
$3.54 Million
0.11% of portfolio
|
Q3 2024
Added 144.01%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
6,252
shares
|
$3.54 Million
3.04% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Feb 12, 2025 Q4 2024 |
6,212
shares
|
$3.52 Million
2.69% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
6,200
shares
|
$3.51 Million
2.15% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
6,166
shares
|
$3.49 Million
0.04% of portfolio
|
Q4 2024
Added 113.87%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
6,146
shares
|
$3.48 Million
0.1% of portfolio
|
Q3 2024
Added 22.72%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
6,140
shares
|
$3.48 Million
0.5% of portfolio
|
Q1 2023
Added 54.31%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,136
shares
|
$3.48 Million
0.43% of portfolio
|
Q4 2024
Added 7.46%
|