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 |
|---|---|---|---|---|---|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Feb 10, 2025 Q4 2024 |
4,150
shares
|
$2.35 Million
0.84% of portfolio
|
Q2 2023
Reduced 44.75%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 13, 2025 Q4 2024 |
4,123
shares
|
$2.34 Million
2.41% of portfolio
|
Q4 2024
Added 3.83%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
4,040
shares
|
$2.29 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Feb 14, 2025 Q4 2024 |
4,035
shares
|
$2.29 Million
0.0% of portfolio
|
Q4 2024
Added 404.38%
|
|
|
Revolve Wealth Partners, LLC
|
Jan 22, 2025 Q4 2024 |
4,023
shares
|
$2.28 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
4,007
shares
|
$2.27 Million
0.23% of portfolio
|
Q4 2024
Reduced 0.89%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jan 15, 2025 Q4 2024 |
3,989
shares
|
$2.26 Million
0.08% of portfolio
|
Q4 2024
Added 90.68%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 29, 2025 Q4 2024 |
3,987
shares
|
$2.26 Million
0.22% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,981
shares
|
$2.26 Million
0.24% of portfolio
|
Q4 2024
Added 3.46%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,928
shares
|
$2.23 Million
0.19% of portfolio
|
Q4 2024
Reduced 99.82%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
3,925
shares
|
$2.22 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
3,874
shares
|
$2.19 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
3,852
shares
|
$2.18 Million
1.31% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jan 30, 2025 Q4 2024 |
3,846
shares
|
$2.18 Million
1.25% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
Moloney Securities Asset Management, LLC
|
Jan 28, 2025 Q4 2024 |
3,837
shares
|
$2.17 Million
0.31% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
3,837
shares
|
$2.17 Million
0.06% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
3,836
shares
|
$2.17 Million
1.64% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jan 16, 2025 Q4 2024 |
3,822
shares
|
$2.17 Million
2.0% of portfolio
|
Q4 2024
Reduced 6.32%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
3,819
shares
|
$2.16 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Feb 07, 2025 Q4 2024 |
3,800
shares
|
$2.15 Million
6.53% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jan 14, 2025 Q4 2024 |
3,780
shares
|
$2.14 Million
0.12% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jan 29, 2025 Q4 2024 |
3,766
shares
|
$2.13 Million
2.57% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
3,757
shares
|
$2.13 Million
0.06% of portfolio
|
Q4 2024
Added 0.56%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Jan 28, 2025 Q4 2024 |
3,741
shares
|
$2.12 Million
2.17% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Feb 13, 2025 Q4 2024 |
3,709
shares
|
$2.1 Million
0.82% of portfolio
|
Q4 2024
Reduced 1.49%
|