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 |
|---|---|---|---|---|---|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
75
shares
|
$42,487
0.03% of portfolio
|
Q3 2022
Reduced 15.73%
|
|
|
Core First Bank & Trust
Topeka, KS |
Feb 11, 2025 Q4 2024 |
70
shares
|
$39,655
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
64
shares
|
$36,256
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Feb 07, 2025 Q4 2024 |
61
shares
|
$34,556
0.0% of portfolio
|
Q2 2024
Reduced 93.05%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
57
shares
|
$32,290
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jan 22, 2025 Q4 2024 |
56
shares
|
$31,724
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Evolution Advisers, Inc.
|
Jan 29, 2025 Q4 2024 |
54
shares
|
$30,591
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Feb 03, 2025 Q4 2024 |
52
shares
|
$29,458
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$28,325
0.0% of portfolio
|
Q3 2022
Reduced 16.67%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
50
shares
|
$28,325
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
50
shares
|
$28,325
0.0% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
50
shares
|
$28,325
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
50
shares
|
$28,325
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
50
shares
|
$28,325
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
49
shares
|
$27,758
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
47
shares
|
$26,625
0.04% of portfolio
|
Q3 2023
Reduced 17.54%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
47
shares
|
$26,625
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Feb 13, 2025 Q4 2024 |
46
shares
|
$26,059
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
J.Safra Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
45
shares
|
$25,492
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
44
shares
|
$24,926
0.01% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
43
shares
|
$24,359
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
41
shares
|
$23,226
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
Feb 10, 2025 Q4 2024 |
41
shares
|
$23,226
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
40
shares
|
$22,660
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Feb 04, 2025 Q4 2024 |
40
shares
|
$22,660
0.01% of portfolio
|
Q4 2024
Reduced 20.0%
|