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 |
|---|---|---|---|---|---|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
1,405
shares
|
$795,932
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
1,402
shares
|
$794,233
0.43% of portfolio
|
Q4 2024
Added 54.58%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
1,400
shares
|
$793,100
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
1,398
shares
|
$791,967
0.06% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Feb 12, 2025 Q4 2024 |
1,397
shares
|
$791,400
0.01% of portfolio
|
Q4 2024
Added 9.23%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
1,395
shares
|
$790,267
0.13% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
1,393
shares
|
$789,134
0.09% of portfolio
|
Q4 2024
Reduced 15.83%
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
1,390
shares
|
$787,435
0.31% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
1,389
shares
|
$786,868
0.2% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
1,388
shares
|
$786,302
0.05% of portfolio
|
Q4 2021
Added 10.69%
|
|
|
Fca Corp
Houston, TX |
Feb 11, 2025 Q4 2024 |
1,380
shares
|
$781,770
0.25% of portfolio
|
Q1 2018
Reduced 3.02%
|
|
|
Viawealth, LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
1,380
shares
|
$781,770
0.47% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
1,378
shares
|
$780,637
0.42% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,376
shares
|
$779,504
0.01% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,373
shares
|
$777,804
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
1,371
shares
|
$776,671
0.12% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
1,370
shares
|
$776,105
0.05% of portfolio
|
Q4 2024
Reduced 38.92%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
1,369
shares
|
$775,538
0.31% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
1,368
shares
|
$774,972
0.05% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
1,367
shares
|
$774,405
0.39% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,362
shares
|
$771,573
0.16% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
1,349
shares
|
$764,208
0.55% of portfolio
|
Q4 2024
Reduced 4.93%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
1,345
shares
|
$761,942
0.2% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
1,343
shares
|
$760,809
0.34% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
1,341
shares
|
$759,676
0.01% of portfolio
|
Q3 2024
Reduced 9.76%
|