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 |
|---|---|---|---|---|---|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
4,502
shares
|
$2.55 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
4,500
shares
|
$2.55 Million
0.16% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
4,500
shares
|
$2.55 Million
0.6% of portfolio
|
Q4 2018
New holding
|
|
|
Davidson Trust CO
|
Jan 31, 2025 Q4 2024 |
4,495
shares
|
$2.55 Million
1.33% of portfolio
|
Q4 2022
Reduced 0.22%
|
|
|
Sterling Investment Advisors, Ltd.
|
Feb 04, 2025 Q4 2024 |
4,482
shares
|
$2.54 Million
0.66% of portfolio
|
Q4 2024
Reduced 5.74%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
4,460
shares
|
$2.53 Million
0.12% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
4,443
shares
|
$2.52 Million
0.71% of portfolio
|
Q4 2024
Added 4.42%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
4,435
shares
|
$2.51 Million
0.2% of portfolio
|
Q4 2024
Added 179.46%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
4,417
shares
|
$2.5 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
4,416
shares
|
$2.5 Million
1.35% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Stone Point Wealth LLC
|
Jan 28, 2025 Q4 2024 |
4,379
shares
|
$2.48 Million
0.85% of portfolio
|
Q4 2024
Added 12.54%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
4,367
shares
|
$2.47 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.38%
|
|
|
Veracity Capital LLC
|
Jan 17, 2025 Q4 2024 |
4,359
shares
|
$2.47 Million
0.92% of portfolio
|
Q1 2024
Reduced 36.89%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,349
shares
|
$2.46 Million
0.73% of portfolio
|
Q1 2023
Reduced 0.21%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
4,343
shares
|
$2.46 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
Wesbanco Bank Inc
|
Jan 17, 2025 Q4 2024 |
4,331
shares
|
$2.45 Million
0.09% of portfolio
|
Q4 2024
Added 14.76%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
4,300
shares
|
$2.44 Million
1.06% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,235
shares
|
$2.4 Million
0.31% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Zwj Investment Counsel Inc
|
Jan 16, 2025 Q4 2024 |
4,200
shares
|
$2.38 Million
0.1% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
Lavaca Capital LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
4,200
shares
|
$2.38 Million
0.95% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
4,197
shares
|
$2.38 Million
0.08% of portfolio
|
Q1 2022
Reduced 0.97%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,196
shares
|
$2.38 Million
0.11% of portfolio
|
Q2 2024
Added 7.7%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,180
shares
|
$2.37 Million
0.07% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
4,156
shares
|
$2.35 Million
0.07% of portfolio
|
Q4 2024
Added 37.3%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 21, 2025 Q4 2024 |
4,154
shares
|
$2.35 Million
1.47% of portfolio
|
Q4 2024
Reduced 1.24%
|