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 |
|---|---|---|---|---|---|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
719
shares
|
$407,313
0.2% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
717
shares
|
$406,180
0.16% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
716
shares
|
$405,614
0.08% of portfolio
|
Q3 2024
Added 68.87%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
715
shares
|
$405,047
0.08% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Feb 14, 2025 Q4 2024 |
714
shares
|
$404,481
0.21% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
706
shares
|
$399,949
0.22% of portfolio
|
Q1 2024
Added 6.97%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
705
shares
|
$399,382
0.16% of portfolio
|
Q3 2023
Added 1.59%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Feb 13, 2025 Q4 2024 |
705
shares
|
$399,382
0.12% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
703
shares
|
$398,249
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
702
shares
|
$397,683
0.06% of portfolio
|
Q3 2024
Reduced 86.66%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Feb 21, 2025 Q4 2024 |
701
shares
|
$397,116
0.28% of portfolio
|
Q2 2022
Reduced 3.44%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
701
shares
|
$397,116
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
700
shares
|
$396,550
0.02% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
697
shares
|
$394,850
0.2% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
695
shares
|
$393,717
0.04% of portfolio
|
Q2 2023
Added 1.76%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
694
shares
|
$393,151
0.13% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
693
shares
|
$392,584
0.14% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
692
shares
|
$392,018
0.2% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
691
shares
|
$391,451
0.06% of portfolio
|
Q4 2024
Reduced 7.62%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
689
shares
|
$390,318
0.04% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
689
shares
|
$390,318
0.04% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
688
shares
|
$389,752
0.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
687
shares
|
$389,185
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
681
shares
|
$385,786
0.19% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
676
shares
|
$382,954
0.03% of portfolio
|
Q4 2024
Added 0.15%
|