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 |
|---|---|---|---|---|---|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
555
shares
|
$314,407
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
553
shares
|
$313,274
0.08% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
550
shares
|
$311,575
0.15% of portfolio
|
Q4 2024
Reduced 9.54%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Feb 07, 2025 Q4 2024 |
550
shares
|
$311,575
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Thompson Davis & Co., Inc.
|
Feb 03, 2025 Q4 2024 |
547
shares
|
$309,875
0.2% of portfolio
|
Q4 2024
Reduced 6.66%
|
|
|
Clarus Wealth Advisors
|
Jan 14, 2025 Q4 2024 |
546
shares
|
$309,309
0.16% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
546
shares
|
$309,309
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Feb 13, 2025 Q4 2024 |
545
shares
|
$308,742
0.01% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Feb 13, 2025 Q4 2024 |
544
shares
|
$308,176
0.04% of portfolio
|
Q2 2024
Added 7.94%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
544
shares
|
$308,176
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
543
shares
|
$307,609
0.03% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Feb 06, 2025 Q4 2024 |
541
shares
|
$306,476
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arcadia Investment Management Corp
|
Feb 03, 2025 Q4 2024 |
540
shares
|
$305,910
0.05% of portfolio
|
Q3 2024
Reduced 21.97%
|
|
|
Financial Council Asset Management Inc
|
Feb 06, 2025 Q4 2024 |
539
shares
|
$305,343
0.16% of portfolio
|
Q4 2024
Added 13.95%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
538
shares
|
$304,777
0.05% of portfolio
|
Q4 2021
Reduced 9.88%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jan 15, 2025 Q4 2024 |
535
shares
|
$303,077
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
535
shares
|
$303,077
0.1% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jan 14, 2025 Q4 2024 |
534
shares
|
$302,511
0.06% of portfolio
|
Q4 2024
Added 662.86%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
533
shares
|
$301,944
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Parker Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
530
shares
|
$300,245
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jan 13, 2025 Q4 2024 |
527
shares
|
$298,545
0.38% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
526
shares
|
$297,979
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Washington Trust Bank
|
Feb 11, 2025 Q4 2024 |
526
shares
|
$297,979
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
526
shares
|
$297,979
0.0% of portfolio
|
Q3 2024
Added 15.86%
|
|
|
Asset Planning Corporation
|
Jan 24, 2025 Q4 2024 |
525
shares
|
$297,412
0.19% of portfolio
|
Q3 2024
Added 0.19%
|