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 |
|---|---|---|---|---|---|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
471
shares
|
$266,821
0.03% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Center Star Asset Management, LLC
|
Jan 27, 2025 Q4 2024 |
470
shares
|
$266,255
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
470
shares
|
$266,255
0.05% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Feb 06, 2025 Q4 2024 |
469
shares
|
$265,688
0.06% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Wealth Trust Axiom LLC
|
Feb 13, 2025 Q4 2024 |
466
shares
|
$263,989
0.08% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Tradition Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
466
shares
|
$263,989
0.03% of portfolio
|
Q4 2023
Added 3.1%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
466
shares
|
$263,989
0.04% of portfolio
|
Q4 2024
Reduced 14.65%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Feb 07, 2025 Q4 2024 |
465
shares
|
$263,422
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
465
shares
|
$263,422
0.03% of portfolio
|
Q4 2023
Reduced 29.22%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
464
shares
|
$262,856
0.08% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
464
shares
|
$262,856
0.03% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
464
shares
|
$262,856
0.2% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
460
shares
|
$260,590
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
460
shares
|
$260,590
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
460
shares
|
$260,590
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
459
shares
|
$260,023
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
459
shares
|
$260,023
0.01% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
459
shares
|
$260,023
0.02% of portfolio
|
Q4 2024
Added 23.06%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
455
shares
|
$257,757
0.02% of portfolio
|
Q4 2024
Reduced 2.36%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
455
shares
|
$257,757
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
453
shares
|
$256,624
0.04% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
452
shares
|
$256,058
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
451
shares
|
$255,491
0.02% of portfolio
|
Q4 2024
Reduced 12.6%
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
450
shares
|
$254,925
0.05% of portfolio
|
Q4 2018
Added 350.0%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
450
shares
|
$254,925
0.12% of portfolio
|
Q1 2023
New holding
|