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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
6,054
shares
|
$3.43 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
6,022
shares
|
$3.41 Million
0.05% of portfolio
|
Q4 2024
Added 264.09%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jan 15, 2025 Q4 2024 |
5,982
shares
|
$3.39 Million
0.44% of portfolio
|
Q2 2024
Added 2.31%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,953
shares
|
$3.37 Million
0.68% of portfolio
|
Q2 2023
Reduced 1.86%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,900
shares
|
$3.34 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Paladin Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
5,899
shares
|
$3.34 Million
2.59% of portfolio
|
Q4 2024
Reduced 0.12%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
5,885
shares
|
$3.33 Million
0.46% of portfolio
|
Q4 2024
Reduced 28.41%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
5,875
shares
|
$3.33 Million
0.21% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
5,830
shares
|
$3.3 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
5,825
shares
|
$3.3 Million
0.33% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
5,810
shares
|
$3.29 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,803
shares
|
$3.29 Million
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
5,767
shares
|
$3.27 Million
0.01% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 14, 2024 Q3 2024 |
5,712
shares
|
$3.24 Million
5.59% of portfolio
|
Q3 2024
Reduced 0.57%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
5,710
shares
|
$3.23 Million
0.83% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
5,681
shares
|
$3.22 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
5,645
shares
|
$3.2 Million
0.78% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
5,617
shares
|
$3.18 Million
0.06% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,547
shares
|
$3.14 Million
0.09% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
5,531
shares
|
$3.13 Million
0.13% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 21, 2025 Q4 2024 |
5,522
shares
|
$3.13 Million
1.03% of portfolio
|
Q4 2024
Added 17.71%
|
|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
5,518
shares
|
$3.13 Million
1.73% of portfolio
|
Q4 2024
Added 18.49%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
5,413
shares
|
$3.07 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
5,412
shares
|
$3.07 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,353
shares
|
$3.03 Million
0.0% of portfolio
|
Q4 2024
Added 121.84%
|