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 |
|---|---|---|---|---|---|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
392
shares
|
$222,068
0.13% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
392
shares
|
$222,068
0.09% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Iag Wealth Partners, LLC
|
Feb 10, 2025 Q4 2024 |
392
shares
|
$222,068
0.04% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
390
shares
|
$220,935
0.05% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
First Interstate Bank
Billings, MT |
Feb 04, 2025 Q4 2024 |
388
shares
|
$219,802
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
385
shares
|
$218,102
0.06% of portfolio
|
Q1 2024
Reduced 11.49%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
385
shares
|
$218,102
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
385
shares
|
$218,102
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
384
shares
|
$217,536
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
383
shares
|
$216,969
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
380
shares
|
$215,270
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
379
shares
|
$214,703
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
378
shares
|
$214,137
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Feb 11, 2025 Q4 2024 |
377
shares
|
$213,570
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
377
shares
|
$213,570
0.02% of portfolio
|
Q1 2024
Reduced 66.58%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
376
shares
|
$213,004
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
373
shares
|
$211,304
0.01% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
372
shares
|
$210,738
0.02% of portfolio
|
Q4 2024
Reduced 17.7%
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
372
shares
|
$210,738
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
370
shares
|
$209,605
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
370
shares
|
$209,605
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
368
shares
|
$208,472
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
367
shares
|
$207,905
0.02% of portfolio
|
Q4 2023
Added 54.85%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
365
shares
|
$206,772
0.03% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
365
shares
|
$206,772
0.14% of portfolio
|
Q4 2024
Added 0.27%
|