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 |
|---|---|---|---|---|---|
|
Cynosure Management, LLC
Salt Lake City, UT |
Feb 12, 2025 Q4 2024 |
421
shares
|
$238,496
0.04% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
418
shares
|
$236,797
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
417
shares
|
$236,230
0.06% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
415
shares
|
$235,097
0.06% of portfolio
|
Q4 2024
Reduced 10.56%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Feb 10, 2025 Q4 2024 |
415
shares
|
$235,097
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
411
shares
|
$232,831
0.03% of portfolio
|
Q2 2024
Reduced 19.25%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
410
shares
|
$232,265
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hrt Financial LP
New York, NY |
Feb 14, 2025 Q4 2024 |
408
shares
|
$231,132
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
405
shares
|
$229,432
0.03% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Feb 03, 2025 Q4 2024 |
404
shares
|
$228,866
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
403
shares
|
$228,299
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
401
shares
|
$227,166
0.13% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
400
shares
|
$226,600
0.2% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Feb 07, 2025 Q4 2024 |
400
shares
|
$226,600
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
400
shares
|
$226,600
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Feb 14, 2025 Q4 2024 |
400
shares
|
$226,600
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
400
shares
|
$226,600
0.06% of portfolio
|
Q1 2024
Reduced 75.23%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
400
shares
|
$226,600
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
400
shares
|
$226,600
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
400
shares
|
$226,600
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
First American Trust, Fsb
|
Feb 11, 2025 Q4 2024 |
398
shares
|
$225,467
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
398
shares
|
$225,467
0.0% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
398
shares
|
$225,467
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
397
shares
|
$224,900
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
397
shares
|
$224,900
0.14% of portfolio
|
Q4 2024
New holding
|