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 |
|---|---|---|---|---|---|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
524
shares
|
$296,846
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
523
shares
|
$296,279
0.05% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
523
shares
|
$296,279
0.06% of portfolio
|
Q2 2023
Reduced 1.88%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jan 07, 2025 Q4 2024 |
523
shares
|
$296,279
0.03% of portfolio
|
Q4 2024
Added 46.09%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
522
shares
|
$295,713
0.05% of portfolio
|
Q1 2022
Reduced 2.79%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
521
shares
|
$295,146
0.04% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
520
shares
|
$294,580
0.1% of portfolio
|
Q3 2023
Added 5.05%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
520
shares
|
$294,580
0.16% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Jsf Financial, LLC
|
Jan 29, 2025 Q4 2024 |
517
shares
|
$292,880
0.09% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Libra Wealth LLC
|
Jan 22, 2025 Q4 2024 |
515
shares
|
$291,747
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Feb 13, 2025 Q4 2024 |
513
shares
|
$290,614
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
510
shares
|
$288,915
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kwmg, LLC
|
Jan 13, 2025 Q4 2024 |
508
shares
|
$287,782
0.03% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
506
shares
|
$286,649
0.01% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
504
shares
|
$285,516
0.02% of portfolio
|
Q4 2024
Reduced 26.42%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jan 21, 2025 Q4 2024 |
503
shares
|
$284,949
0.09% of portfolio
|
Q4 2024
Reduced 40.61%
|
|
|
Index Fund Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
503
shares
|
$284,949
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Feb 04, 2025 Q4 2024 |
503
shares
|
$284,949
0.17% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Keel Point, LLC
Huntsville, AL |
Feb 14, 2025 Q4 2024 |
502
shares
|
$284,383
0.02% of portfolio
|
Q4 2024
Added 34.58%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
502
shares
|
$284,383
0.0% of portfolio
|
Q4 2024
Added 17.56%
|
|
|
Fusion Family Wealth LLC
|
Jan 27, 2025 Q4 2024 |
500
shares
|
$283,250
0.03% of portfolio
|
Q2 2020
Reduced 11.35%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
500
shares
|
$283,250
0.0% of portfolio
|
Q4 2022
Reduced 15.97%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
500
shares
|
$283,250
0.05% of portfolio
|
Q4 2020
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
500
shares
|
$283,250
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
500
shares
|
$283,250
0.2% of portfolio
|
Q3 2024
Reduced 92.45%
|