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 |
|---|---|---|---|---|---|
|
Glassman Wealth Services
|
Feb 05, 2025 Q4 2024 |
1,955
shares
|
$1.11 Million
0.19% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
|
Evanson Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,952
shares
|
$1.11 Million
0.08% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
1,950
shares
|
$1.1 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Maltin Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
1,948
shares
|
$1.1 Million
0.62% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Jan 30, 2025 Q4 2024 |
1,938
shares
|
$1.1 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jan 15, 2025 Q4 2024 |
1,910
shares
|
$1.08 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Feb 03, 2025 Q4 2024 |
1,906
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Tompkins Financial Corp
|
Jan 15, 2025 Q4 2024 |
1,904
shares
|
$1.08 Million
0.1% of portfolio
|
Q2 2022
Added 2.15%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Feb 13, 2025 Q4 2024 |
1,889
shares
|
$1.07 Million
0.33% of portfolio
|
Q4 2024
Added 12.91%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
1,887
shares
|
$1.07 Million
0.54% of portfolio
|
Q1 2020
Reduced 84.36%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
1,879
shares
|
$1.06 Million
0.45% of portfolio
|
Q4 2024
Added 0.27%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
1,875
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2023
Reduced 51.44%
|
|
|
Clifford Swan Investment Counsel LLC
|
Feb 05, 2025 Q4 2024 |
1,870
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,866
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2024
Reduced 45.6%
|
|
|
Bremer Bank National Association
|
Jan 16, 2025 Q4 2024 |
1,858
shares
|
$1.05 Million
0.21% of portfolio
|
Q4 2024
Added 29.3%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
1,852
shares
|
$1.05 Million
0.38% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
1,840
shares
|
$1.04 Million
0.06% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Jan 14, 2025 Q4 2024 |
1,828
shares
|
$1.04 Million
0.7% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jan 15, 2025 Q4 2024 |
1,825
shares
|
$1.03 Million
0.19% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Cadence Bank
Tupelo, MS |
Feb 13, 2025 Q4 2024 |
1,818
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
1,815
shares
|
$1.03 Million
0.24% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Feb 05, 2025 Q4 2024 |
1,790
shares
|
$1.01 Million
0.19% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
1,775
shares
|
$1.01 Million
0.03% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
1,770
shares
|
$1 Million
0.12% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
1,767
shares
|
$1 Million
0.12% of portfolio
|
Q2 2024
Reduced 26.38%
|