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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
17
shares
|
$9,630
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
16
shares
|
$9,064
0.0% of portfolio
|
Q1 2024
Reduced 82.22%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
16
shares
|
$9,064
0.0% of portfolio
|
Q2 2022
Reduced 60.0%
|
|
|
Kentucky Trust CO
Danville, KY |
Jan 29, 2025 Q4 2024 |
16
shares
|
$9,064
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
15
shares
|
$8,497
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
14
shares
|
$7,931
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
13
shares
|
$7,364
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
13
shares
|
$7,364
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
13
shares
|
$7,364
0.0% of portfolio
|
Q3 2024
Reduced 31.58%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Jan 27, 2025 Q4 2024 |
12
shares
|
$6,798
0.0% of portfolio
|
Q3 2022
Reduced 40.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
10
shares
|
$5,665
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
10
shares
|
$5,665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Feb 07, 2025 Q4 2024 |
8
shares
|
$4,532
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Jan 29, 2025 Q4 2024 |
7
shares
|
$3,965
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
7
shares
|
$3,965
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
5
shares
|
$2,832
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4
shares
|
$2,266
0.0% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3
shares
|
$1,699
0.0% of portfolio
|
Q4 2019
Reduced 97.48%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
3
shares
|
$1,699
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$1,133
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
1
shares
|
$566
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|