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 |
|---|---|---|---|---|---|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
328
shares
|
$185,812
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
325
shares
|
$184,112
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
317
shares
|
$179,580
0.07% of portfolio
|
Q4 2024
Reduced 43.49%
|
|
|
Bernard Wealth Management Corp.
Royal Oak, MI |
Feb 13, 2025 Q4 2024 |
311
shares
|
$176,181
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
306
shares
|
$173,349
0.04% of portfolio
|
Q4 2024
Added 2960.0%
|
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
306
shares
|
$173,349
0.14% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
304
shares
|
$172,216
0.01% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
304
shares
|
$172,216
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
300
shares
|
$169,950
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
Feb 11, 2025 Q4 2024 |
300
shares
|
$169,950
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Feb 14, 2025 Q4 2024 |
298
shares
|
$168,817
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
285
shares
|
$161,452
0.0% of portfolio
|
Q4 2024
Reduced 93.02%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
275
shares
|
$155,787
0.02% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
267
shares
|
$151,255
0.06% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
265
shares
|
$150,122
0.01% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
264
shares
|
$149,556
0.02% of portfolio
|
Q4 2024
Reduced 50.09%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
258
shares
|
$146,157
0.03% of portfolio
|
Q3 2024
Added 61.25%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
256
shares
|
$145,024
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
250
shares
|
$141,625
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
250
shares
|
$141,625
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
235
shares
|
$133,127
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
233
shares
|
$131,994
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
232
shares
|
$131,428
0.01% of portfolio
|
Q4 2024
Reduced 76.3%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
226
shares
|
$128,029
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
225
shares
|
$127,462
0.01% of portfolio
|
Q2 2024
New holding
|