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 |
|---|---|---|---|---|---|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
634
shares
|
$359,161
0.08% of portfolio
|
Q4 2024
Reduced 69.78%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
633
shares
|
$358,594
0.02% of portfolio
|
Q4 2024
Added 7.47%
|
|
|
Zacks Investment Management
Chicago, IL |
Feb 13, 2025 Q4 2024 |
629
shares
|
$356,328
0.0% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Feb 13, 2025 Q4 2024 |
629
shares
|
$356,328
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
624
shares
|
$353,496
0.06% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
623
shares
|
$352,929
0.1% of portfolio
|
Q1 2024
Added 94.08%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
622
shares
|
$352,363
0.03% of portfolio
|
Q4 2024
Added 23.17%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
620
shares
|
$351,230
0.01% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Impact Capital Partners LLC
Greenwood Village, CO |
Feb 10, 2025 Q4 2024 |
619
shares
|
$350,663
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
616
shares
|
$348,964
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Cortland Associates Inc
|
Jan 23, 2025 Q4 2024 |
615
shares
|
$348,397
0.04% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
615
shares
|
$348,397
0.01% of portfolio
|
Q4 2024
Added 8.85%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
613
shares
|
$347,264
0.24% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
613
shares
|
$347,264
0.01% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
612
shares
|
$346,698
0.19% of portfolio
|
Q4 2024
Added 57.33%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
611
shares
|
$346,131
0.01% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
608
shares
|
$344,432
0.01% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
607
shares
|
$343,865
0.15% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
604
shares
|
$342,166
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
603
shares
|
$341,599
0.03% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
603
shares
|
$341,599
0.05% of portfolio
|
Q3 2024
Added 44.26%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
601
shares
|
$340,466
0.13% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
600
shares
|
$339,900
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
600
shares
|
$339,900
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
600
shares
|
$339,900
0.12% of portfolio
|
Q4 2020
New holding
|