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 |
|---|---|---|---|---|---|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
222
shares
|
$125,763
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
215
shares
|
$121,797
0.01% of portfolio
|
Q4 2024
Added 13.16%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
213
shares
|
$120,664
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
211
shares
|
$119,531
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Feb 13, 2025 Q4 2024 |
205
shares
|
$116,132
0.01% of portfolio
|
Q4 2024
Reduced 18.0%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
201
shares
|
$113,866
0.02% of portfolio
|
Q2 2024
Added 128.41%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Feb 21, 2025 Q4 2024 |
201
shares
|
$113,866
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
199
shares
|
$112,733
0.06% of portfolio
|
Q3 2021
New holding
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
199
shares
|
$112,733
0.0% of portfolio
|
Q2 2024
Reduced 4.78%
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
198
shares
|
$112,167
0.03% of portfolio
|
Q4 2022
Reduced 54.79%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
195
shares
|
$110,467
0.0% of portfolio
|
Q4 2024
Added 111.96%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
192
shares
|
$108,768
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
191
shares
|
$108,201
0.09% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
185
shares
|
$104,802
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
181
shares
|
$102,536
0.02% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Feb 13, 2025 Q4 2024 |
180
shares
|
$101,970
0.03% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Feb 13, 2025 Q4 2024 |
180
shares
|
$101,970
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Feb 07, 2025 Q4 2024 |
177
shares
|
$100,270
0.01% of portfolio
|
Q4 2023
Reduced 19.55%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
177
shares
|
$100,270
0.04% of portfolio
|
Q4 2018
Added 115.85%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
176
shares
|
$99,704
0.03% of portfolio
|
Q4 2024
Added 32.33%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
172
shares
|
$97,438
0.06% of portfolio
|
Q2 2020
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
164
shares
|
$92,906
0.03% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
164
shares
|
$92,906
0.07% of portfolio
|
Q2 2023
Added 33.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
162
shares
|
$91,773
0.02% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
159
shares
|
$90,073
0.02% of portfolio
|
Q3 2024
New holding
|