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 |
|---|---|---|---|---|---|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
450
shares
|
$254,925
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
449
shares
|
$254,358
0.02% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
448
shares
|
$253,792
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
448
shares
|
$253,792
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Excalibur Management Corp
|
Feb 11, 2025 Q4 2024 |
447
shares
|
$253,225
0.1% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
446
shares
|
$252,659
0.07% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
445
shares
|
$252,092
0.04% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Patten & Patten Inc
|
Feb 10, 2025 Q4 2024 |
445
shares
|
$252,092
0.02% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
444
shares
|
$251,526
0.02% of portfolio
|
Q1 2022
Reduced 41.81%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
444
shares
|
$251,526
0.02% of portfolio
|
Q1 2024
Added 8.29%
|
|
|
Aquire Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
444
shares
|
$251,526
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Feb 13, 2025 Q4 2024 |
443
shares
|
$250,959
0.21% of portfolio
|
Q4 2022
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
441
shares
|
$249,826
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
South State Corp
|
Feb 10, 2025 Q4 2024 |
440
shares
|
$249,260
0.02% of portfolio
|
Q1 2024
Reduced 8.52%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Feb 05, 2025 Q4 2024 |
440
shares
|
$249,260
0.08% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
439
shares
|
$248,693
0.06% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
430
shares
|
$243,595
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
429
shares
|
$243,028
0.0% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
427
shares
|
$241,895
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
427
shares
|
$241,895
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
426
shares
|
$241,329
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
426
shares
|
$241,329
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cookson Peirce & CO Inc
|
Feb 06, 2025 Q4 2024 |
425
shares
|
$240,762
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
423
shares
|
$239,629
0.11% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Brown Miller Wealth Management, LLC
|
Feb 10, 2025 Q4 2024 |
422
shares
|
$239,063
0.09% of portfolio
|
Q4 2023
New holding
|