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 |
|---|---|---|---|---|---|
|
Sunflower Bank, N.A.
Denver, CO |
Jan 13, 2025 Q4 2024 |
2,501
shares
|
$1.42 Million
0.4% of portfolio
|
Q4 2024
Reduced 14.93%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Feb 11, 2025 Q4 2024 |
2,500
shares
|
$1.42 Million
0.51% of portfolio
|
Q2 2024
New holding
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
2,496
shares
|
$1.41 Million
0.83% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
2,493
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2024
Reduced 39.45%
|
|
|
Choate Investment Advisors
Boston, MA |
Feb 10, 2025 Q4 2024 |
2,487
shares
|
$1.41 Million
0.03% of portfolio
|
Q4 2024
Added 40.99%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,475
shares
|
$1.4 Million
0.07% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,462
shares
|
$1.39 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,450
shares
|
$1.39 Million
0.03% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
2,436
shares
|
$1.38 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
2,430
shares
|
$1.38 Million
0.43% of portfolio
|
Q4 2024
Reduced 97.59%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,423
shares
|
$1.37 Million
0.07% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
2,414
shares
|
$1.37 Million
0.24% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
2,410
shares
|
$1.37 Million
0.08% of portfolio
|
Q2 2024
Reduced 20.65%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
2,403
shares
|
$1.36 Million
0.13% of portfolio
|
Q3 2022
Reduced 1.15%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
2,370
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
2,368
shares
|
$1.34 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Braun Stacey Associates Inc
|
Jan 31, 2025 Q4 2024 |
2,362
shares
|
$1.34 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
2,354
shares
|
$1.33 Million
0.74% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
2,350
shares
|
$1.33 Million
0.04% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Jennison Associates LLC
|
Jan 24, 2025 Q4 2024 |
2,309
shares
|
$1.31 Million
0.0% of portfolio
|
Q4 2024
Added 34.79%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
2,301
shares
|
$1.3 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
2,274
shares
|
$1.29 Million
0.05% of portfolio
|
Q4 2024
Added 8.13%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
2,263
shares
|
$1.28 Million
0.51% of portfolio
|
Q1 2024
Reduced 27.75%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jan 22, 2025 Q4 2024 |
2,260
shares
|
$1.28 Million
0.55% of portfolio
|
Q4 2024
Added 1.76%
|
|
|
Soa Wealth Advisors, Llc.
|
Feb 06, 2025 Q4 2024 |
2,251
shares
|
$1.28 Million
0.24% of portfolio
|
Q4 2024
Reduced 7.78%
|