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 |
|---|---|---|---|---|---|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
365
shares
|
$206,772
0.18% of portfolio
|
Q4 2024
Reduced 84.8%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
363
shares
|
$205,639
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
362
shares
|
$205,073
0.02% of portfolio
|
Q4 2024
Reduced 27.89%
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
362
shares
|
$205,073
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Feb 14, 2025 Q4 2024 |
360
shares
|
$203,940
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
359
shares
|
$203,373
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Feb 06, 2025 Q4 2024 |
358
shares
|
$202,807
0.11% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
358
shares
|
$202,807
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
358
shares
|
$202,807
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
356
shares
|
$201,674
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
355
shares
|
$201,107
0.02% of portfolio
|
Q2 2024
Reduced 20.94%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
354
shares
|
$200,541
0.01% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
American Capital Management Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
353
shares
|
$199,974
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
352
shares
|
$199,408
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
Feb 06, 2025 Q4 2024 |
352
shares
|
$199,408
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Feb 13, 2025 Q4 2024 |
351
shares
|
$198,841
0.01% of portfolio
|
Q1 2020
Reduced 46.08%
|
|
|
Guild Investment Management, Inc.
|
Feb 07, 2025 Q4 2024 |
350
shares
|
$198,275
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Pingora Partners LLC
Wilson, WY |
Feb 14, 2025 Q4 2024 |
350
shares
|
$198,275
0.13% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Feb 12, 2025 Q4 2024 |
349
shares
|
$197,708
0.09% of portfolio
|
Q4 2024
Added 53.07%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
340
shares
|
$192,610
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
332
shares
|
$188,078
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
|
Blue Bell Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
332
shares
|
$188,078
0.04% of portfolio
|
Q2 2024
Reduced 28.91%
|
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
332
shares
|
$188,078
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
329
shares
|
$186,378
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
328
shares
|
$185,812
0.0% of portfolio
|
Q3 2024
Reduced 34.14%
|