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 |
|---|---|---|---|---|---|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
Jan 28, 2025 Q4 2024 |
31,287
shares
|
$17.7 Million
3.1% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
30,879
shares
|
$17.5 Million
0.1% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
30,798
shares
|
$17.4 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Omers Administration Corp
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
30,400
shares
|
$17.2 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
30,356
shares
|
$17.2 Million
3.73% of portfolio
|
Q4 2024
Reduced 0.03%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
30,065
shares
|
$17 Million
0.36% of portfolio
|
Q4 2024
Reduced 5.65%
|
|
|
Rmb Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
29,909
shares
|
$16.9 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Hancock Whitney Corp
|
Feb 14, 2025 Q4 2024 |
29,218
shares
|
$16.6 Million
0.54% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Passaic Partners LLC
|
Feb 10, 2025 Q4 2024 |
29,170
shares
|
$16.5 Million
2.41% of portfolio
|
Q4 2024
New holding
|
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
Feb 13, 2025 Q4 2024 |
28,466
shares
|
$16.1 Million
8.51% of portfolio
|
Q4 2024
Reduced 13.23%
|
|
|
Simmons Bank
|
Feb 04, 2025 Q4 2024 |
28,458
shares
|
$16.1 Million
1.2% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
28,105
shares
|
$15.9 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
27,919
shares
|
$15.8 Million
0.05% of portfolio
|
Q4 2024
Added 3.6%
|
|
|
Integrated Investment Consultants, LLC
|
Feb 14, 2025 Q4 2024 |
27,514
shares
|
$15.6 Million
1.94% of portfolio
|
Q4 2024
New holding
|
|
|
Youngs Advisory Group, Inc.
|
Feb 13, 2025 Q4 2024 |
27,063
shares
|
$15.3 Million
6.54% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Commerce Bank
Kansas City, MO |
Feb 13, 2025 Q4 2024 |
26,690
shares
|
$15.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
25,593
shares
|
$14.5 Million
0.3% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
25,381
shares
|
$14.4 Million
0.13% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
25,217
shares
|
$14.3 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Jan 29, 2025 Q4 2024 |
24,639
shares
|
$14 Million
4.34% of portfolio
|
Q4 2024
Reduced 0.26%
|
|
|
Altfest L J & CO Inc
|
Feb 07, 2025 Q4 2024 |
24,469
shares
|
$13.9 Million
2.01% of portfolio
|
Q4 2024
Added 1045.02%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
24,410
shares
|
$13.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.24%
|
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Feb 13, 2025 Q4 2024 |
24,317
shares
|
$13.8 Million
1.45% of portfolio
|
Q4 2024
Reduced 2.38%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
23,520
shares
|
$13.3 Million
0.4% of portfolio
|
Q4 2024
Reduced 2.31%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
23,396
shares
|
$13.3 Million
0.09% of portfolio
|
Q4 2024
Added 3.04%
|