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 |
|---|---|---|---|---|---|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,082
shares
|
$1.18 Million
0.13% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
2,073
shares
|
$1.17 Million
0.13% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Founders Financial Securities LLC
|
Feb 10, 2025 Q4 2024 |
2,058
shares
|
$1.17 Million
0.11% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
2,051
shares
|
$1.16 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
2,048
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
2,043
shares
|
$1.16 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
2,040
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Jfs Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
2,034
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2024
Added 8.25%
|
|
|
Pacific Financial Group Inc
|
Feb 14, 2025 Q4 2024 |
2,032
shares
|
$1.15 Million
0.86% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,032
shares
|
$1.15 Million
0.09% of portfolio
|
Q4 2021
Added 24.51%
|
|
|
Marion Wealth Management
|
Jan 13, 2025 Q4 2024 |
2,031
shares
|
$1.15 Million
0.31% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
2,028
shares
|
$1.15 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
2,019
shares
|
$1.14 Million
0.47% of portfolio
|
Q4 2023
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
2,016
shares
|
$1.14 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cx Institutional
|
Jan 21, 2025 Q4 2024 |
2,009
shares
|
$1.14 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.11%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
2,004
shares
|
$1.14 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Jan 17, 2025 Q4 2024 |
2,000
shares
|
$1.13 Million
0.18% of portfolio
|
Q4 2024
Reduced 40.74%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
2,000
shares
|
$1.13 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
1,998
shares
|
$1.13 Million
0.03% of portfolio
|
Q4 2024
Added 307.76%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Feb 14, 2025 Q4 2024 |
1,995
shares
|
$1.13 Million
0.49% of portfolio
|
Q4 2024
Added 3.15%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
1,989
shares
|
$1.13 Million
0.07% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Bill Few Associates, Inc.
|
Jan 17, 2025 Q4 2024 |
1,988
shares
|
$1.13 Million
0.4% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
1,988
shares
|
$1.13 Million
0.53% of portfolio
|
Q4 2023
Reduced 4.79%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,979
shares
|
$1.12 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Feb 06, 2025 Q4 2024 |
1,960
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.21%
|