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 |
|---|---|---|---|---|---|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Feb 12, 2025 Q4 2024 |
2,665
shares
|
$1.51 Million
0.53% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,654
shares
|
$1.5 Million
0.1% of portfolio
|
Q3 2022
Reduced 9.17%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jan 24, 2025 Q4 2024 |
2,651
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
Reduced 62.69%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Feb 06, 2025 Q4 2024 |
2,648
shares
|
$1.5 Million
0.76% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
2,638
shares
|
$1.49 Million
0.36% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,625
shares
|
$1.49 Million
0.09% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Feb 03, 2025 Q4 2024 |
2,624
shares
|
$1.49 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,596
shares
|
$1.47 Million
0.04% of portfolio
|
Q4 2023
Added 8.39%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Feb 04, 2025 Q4 2024 |
2,578
shares
|
$1.46 Million
0.49% of portfolio
|
Q4 2024
Reduced 6.49%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
2,576
shares
|
$1.46 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
2,574
shares
|
$1.46 Million
0.11% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Fiducient Advisors LLC
|
Feb 13, 2025 Q4 2024 |
2,571
shares
|
$1.46 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.7%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,569
shares
|
$1.46 Million
0.27% of portfolio
|
Q2 2022
Added 2.03%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
2,560
shares
|
$1.45 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,560
shares
|
$1.45 Million
0.1% of portfolio
|
Q3 2024
Reduced 24.28%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
2,552
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2024
Reduced 17.2%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
2,551
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2024
Added 114.19%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
2,535
shares
|
$1.44 Million
0.15% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
2,530
shares
|
$1.43 Million
0.37% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Jan 30, 2025 Q4 2024 |
2,528
shares
|
$1.43 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,524
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2024
Added 153.16%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Feb 04, 2025 Q4 2024 |
2,518
shares
|
$1.43 Million
0.75% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
2,517
shares
|
$1.43 Million
0.13% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Feb 20, 2025 Q4 2024 |
2,514
shares
|
$1.42 Million
1.33% of portfolio
|
Q4 2024
New holding
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jan 14, 2025 Q4 2024 |
2,504
shares
|
$1.42 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.87%
|