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 |
|---|---|---|---|---|---|
|
Optivise Advisory Services LLC
Franklin, TN |
Feb 13, 2025 Q4 2024 |
1,020
shares
|
$577,830
0.31% of portfolio
|
Q4 2024
Added 33.86%
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
1,012
shares
|
$573,298
0.1% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,007
shares
|
$570,465
0.03% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Plancorp, LLC
|
Feb 11, 2025 Q4 2024 |
1,003
shares
|
$568,199
0.02% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Ghe, LLC
|
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$566,500
0.22% of portfolio
|
Q4 2022
Reduced 72.8%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
1,000
shares
|
$566,500
0.16% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
1,000
shares
|
$566,500
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Feb 14, 2025 Q4 2024 |
1,000
shares
|
$566,500
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
994
shares
|
$563,101
0.42% of portfolio
|
Q3 2023
Reduced 26.59%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Feb 10, 2025 Q4 2024 |
991
shares
|
$561,401
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
989
shares
|
$560,268
0.2% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
988
shares
|
$559,702
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
981
shares
|
$555,736
0.01% of portfolio
|
Q4 2024
Added 7.92%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
981
shares
|
$555,736
0.05% of portfolio
|
Q4 2024
Reduced 36.46%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
978
shares
|
$554,037
0.04% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
977
shares
|
$553,470
0.27% of portfolio
|
Q2 2024
Reduced 13.0%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
974
shares
|
$551,771
0.05% of portfolio
|
Q3 2024
Added 22.82%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
971
shares
|
$550,071
0.1% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
968
shares
|
$548,372
0.06% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
965
shares
|
$546,672
0.06% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Maren Capital LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
964
shares
|
$546,106
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
962
shares
|
$544,973
0.05% of portfolio
|
Q2 2023
Added 10.83%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
956
shares
|
$541,574
0.15% of portfolio
|
Q4 2021
Reduced 30.42%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
953
shares
|
$539,874
0.2% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
First Western Trust Bank
Denver, CO |
Feb 12, 2025 Q4 2024 |
949
shares
|
$537,608
0.03% of portfolio
|
Q3 2024
Reduced 34.19%
|