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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
94,978
shares
|
$53.8 Million
0.12% of portfolio
|
Q4 2024
Added 17.05%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
93,059
shares
|
$52.7 Million
2.19% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
92,634
shares
|
$52.5 Million
1.91% of portfolio
|
Q4 2024
Reduced 3.72%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Feb 13, 2025 Q4 2024 |
86,200
shares
|
$48.8 Million
0.27% of portfolio
|
Q4 2024
Added 371.04%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
77,241
shares
|
$43.8 Million
2.3% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
73,401
shares
|
$41.6 Million
0.01% of portfolio
|
Q4 2024
Added 6.83%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
70,064
shares
|
$39.7 Million
5.05% of portfolio
|
Q4 2024
Reduced 2.23%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
69,163
shares
|
$39.2 Million
1.59% of portfolio
|
Q4 2024
Added 0.0%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
69,120
shares
|
$39.2 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
66,432
shares
|
$37.6 Million
0.94% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
65,536
shares
|
$37.1 Million
0.55% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Divergent Planning, LLC
|
Jan 16, 2025 Q4 2024 |
64,928
shares
|
$36.8 Million
12.59% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Washburn Capital Management, Inc.
|
Jan 28, 2025 Q4 2024 |
62,980
shares
|
$35.7 Million
18.63% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
62,875
shares
|
$35.6 Million
0.08% of portfolio
|
Q4 2024
Reduced 4.82%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
62,181
shares
|
$35.2 Million
0.71% of portfolio
|
Q4 2022
Added 1.06%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
62,051
shares
|
$35.2 Million
0.52% of portfolio
|
Q4 2023
Added 43.9%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
61,863
shares
|
$35 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.57%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
61,850
shares
|
$35 Million
0.51% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
61,318
shares
|
$34.7 Million
0.49% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
60,370
shares
|
$34.2 Million
3.27% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
60,087
shares
|
$34 Million
0.98% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
59,463
shares
|
$33.7 Million
4.6% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
56,688
shares
|
$32.1 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.44%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
56,045
shares
|
$31.7 Million
0.0% of portfolio
|
Q2 2024
Added 56.84%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
54,604
shares
|
$30.9 Million
1.69% of portfolio
|
Q3 2022
Added 0.13%
|