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 |
|---|---|---|---|---|---|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
5,337
shares
|
$3.02 Million
2.55% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
5,288
shares
|
$3 Million
0.15% of portfolio
|
Q4 2024
Reduced 71.51%
|
|
|
Woodstock Corp
|
Jan 15, 2025 Q4 2024 |
5,262
shares
|
$2.98 Million
0.29% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
5,240
shares
|
$2.97 Million
0.89% of portfolio
|
Q4 2024
Added 70.63%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
5,207
shares
|
$2.95 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
5,201
shares
|
$2.95 Million
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
5,195
shares
|
$2.94 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
5,164
shares
|
$2.93 Million
0.05% of portfolio
|
Q4 2024
Added 66.85%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
5,122
shares
|
$2.9 Million
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
5,113
shares
|
$2.9 Million
0.12% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
5,109
shares
|
$2.89 Million
0.3% of portfolio
|
Q4 2024
Added 119.46%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
5,067
shares
|
$2.87 Million
0.18% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
5,047
shares
|
$2.86 Million
0.97% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
In Track Investment Management Inc
|
Jan 15, 2025 Q4 2024 |
5,034
shares
|
$2.85 Million
2.0% of portfolio
|
Q4 2024
Added 11.03%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
5,031
shares
|
$2.85 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
5,016
shares
|
$2.84 Million
0.0% of portfolio
|
Q4 2024
Added 812.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
5,013
shares
|
$2.84 Million
0.14% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
4,987
shares
|
$2.83 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,947
shares
|
$2.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 25.45%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Feb 03, 2025 Q4 2024 |
4,945
shares
|
$2.8 Million
1.02% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
4,927
shares
|
$2.79 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
4,916
shares
|
$2.78 Million
0.05% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
4,884
shares
|
$2.77 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
4,882
shares
|
$2.77 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
St. Johns Investment Management Company, LLC
|
Jan 21, 2025 Q4 2024 |
4,870
shares
|
$2.76 Million
1.29% of portfolio
|
Q3 2024
Reduced 2.97%
|