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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
600
shares
|
$339,900
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
595
shares
|
$337,067
0.47% of portfolio
|
Q3 2023
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
593
shares
|
$335,934
0.01% of portfolio
|
Q4 2024
Added 24.32%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
592
shares
|
$335,368
0.19% of portfolio
|
Q2 2022
Reduced 8.5%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
591
shares
|
$334,801
0.03% of portfolio
|
Q2 2024
Reduced 10.59%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Feb 14, 2025 Q4 2024 |
591
shares
|
$334,801
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Contravisory Investment Management, Inc.
|
Jan 14, 2025 Q4 2024 |
590
shares
|
$334,235
0.08% of portfolio
|
Q4 2024
Added 125.19%
|
|
|
Well Done, LLC
|
Jan 17, 2025 Q4 2024 |
590
shares
|
$334,235
0.06% of portfolio
|
Q1 2024
Reduced 8.95%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
590
shares
|
$334,235
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jan 28, 2025 Q4 2024 |
576
shares
|
$326,304
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Sns Financial Group, LLC
|
Jan 31, 2025 Q4 2024 |
575
shares
|
$325,737
0.03% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Heritage Investment Group, Inc.
|
Jan 28, 2025 Q4 2024 |
575
shares
|
$325,737
0.06% of portfolio
|
Q1 2022
Added 21.05%
|
|
|
Dividend Assets Capital, LLC
|
Feb 03, 2025 Q4 2024 |
571
shares
|
$323,471
0.06% of portfolio
|
Q1 2022
Added 114.66%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Feb 11, 2025 Q4 2024 |
570
shares
|
$322,905
0.18% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
568
shares
|
$321,772
0.13% of portfolio
|
Q4 2022
Reduced 29.0%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
565
shares
|
$320,072
0.02% of portfolio
|
Q4 2024
Reduced 90.99%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
564
shares
|
$319,506
0.03% of portfolio
|
Q4 2023
Added 5.42%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Feb 05, 2025 Q4 2024 |
563
shares
|
$318,939
0.0% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Toth Financial Advisory Corp
|
Jan 21, 2025 Q4 2024 |
561
shares
|
$317,806
0.04% of portfolio
|
Q4 2024
Added 156.16%
|
|
|
Avity Investment Management Inc.
|
Jan 14, 2025 Q4 2024 |
560
shares
|
$317,240
0.03% of portfolio
|
Q1 2023
Added 2.38%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
560
shares
|
$317,240
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
559
shares
|
$316,673
0.0% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jan 21, 2025 Q4 2024 |
559
shares
|
$316,673
0.09% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Greenup Street Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
557
shares
|
$315,540
0.06% of portfolio
|
Q3 2024
Reduced 90.68%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
556
shares
|
$314,974
0.01% of portfolio
|
Q4 2024
Reduced 8.7%
|