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 |
|---|---|---|---|---|---|
|
Mendel Money Management
Northbrook, IL |
Feb 11, 2025 Q4 2024 |
499
shares
|
$282,683
0.13% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
496
shares
|
$280,984
0.02% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
496
shares
|
$280,984
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
496
shares
|
$280,984
0.02% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Wambolt & Associates, LLC
|
Feb 11, 2025 Q4 2024 |
496
shares
|
$280,984
0.09% of portfolio
|
Q3 2024
Added 24.0%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
496
shares
|
$280,984
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
494
shares
|
$279,851
0.15% of portfolio
|
Q3 2023
Reduced 8.52%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
494
shares
|
$279,851
0.07% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
493
shares
|
$279,284
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
492
shares
|
$278,718
0.02% of portfolio
|
Q3 2023
Reduced 6.29%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
492
shares
|
$278,718
0.24% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
490
shares
|
$277,585
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
485
shares
|
$274,752
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
485
shares
|
$274,752
0.03% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
481
shares
|
$272,486
0.02% of portfolio
|
Q2 2024
Reduced 21.28%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
478
shares
|
$270,787
0.01% of portfolio
|
Q4 2023
Reduced 10.82%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
478
shares
|
$270,787
0.18% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Feb 12, 2025 Q4 2024 |
477
shares
|
$270,220
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
476
shares
|
$269,654
0.13% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
475
shares
|
$269,087
0.04% of portfolio
|
Q2 2022
Reduced 5.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
475
shares
|
$269,087
0.01% of portfolio
|
Q4 2024
Reduced 51.97%
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
475
shares
|
$269,087
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
474
shares
|
$268,521
0.01% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Napatree Capital LLC
Westerly, RI |
Feb 11, 2025 Q4 2024 |
472
shares
|
$267,388
0.16% of portfolio
|
Q4 2024
Added 12.38%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
471
shares
|
$266,821
0.02% of portfolio
|
Q4 2024
Reduced 0.63%
|