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 |
|---|---|---|---|---|---|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
Feb 14, 2025 Q4 2024 |
15,734
shares
|
$8.91 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.35%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
15,547
shares
|
$8.81 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
15,488
shares
|
$8.77 Million
1.34% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
15,442
shares
|
$8.75 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
15,261
shares
|
$8.65 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
15,088
shares
|
$8.55 Million
0.02% of portfolio
|
Q4 2024
Reduced 9.04%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
15,068
shares
|
$8.54 Million
0.74% of portfolio
|
Q4 2024
Reduced 12.94%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
15,028
shares
|
$8.51 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.42%
|
|
|
Granite Fo LLC
Bedford, NH |
Feb 06, 2025 Q4 2024 |
14,986
shares
|
$8.49 Million
4.88% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Victory Capital Management Inc
|
Feb 06, 2025 Q4 2024 |
14,945
shares
|
$8.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 32.98%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
14,637
shares
|
$8.29 Million
0.62% of portfolio
|
Q4 2023
Reduced 0.05%
|
|
|
Montz Harcus Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
14,575
shares
|
$8.26 Million
4.71% of portfolio
|
Q4 2024
Added 2.72%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
14,478
shares
|
$8.2 Million
0.46% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Means Investment Co., Inc.
|
Jan 24, 2025 Q4 2024 |
14,468
shares
|
$8.2 Million
0.89% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Feb 14, 2025 Q4 2024 |
14,357
shares
|
$8.13 Million
1.7% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
14,258
shares
|
$8.08 Million
0.03% of portfolio
|
Q4 2024
Reduced 36.29%
|
|
|
Rmr Wealth Builders
|
Jan 14, 2025 Q4 2024 |
14,250
shares
|
$8.07 Million
0.85% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Legal & General Group PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
14,200
shares
|
$8.04 Million
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
14,075
shares
|
$7.97 Million
0.14% of portfolio
|
Q4 2024
Added 1304.69%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
14,011
shares
|
$7.94 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Boyd Watterson Asset Management LLC
|
Feb 03, 2025 Q4 2024 |
13,936
shares
|
$7.89 Million
2.25% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
13,696
shares
|
$7.76 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
13,682
shares
|
$7.75 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.51%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
13,638
shares
|
$7.73 Million
3.69% of portfolio
|
Q4 2024
Reduced 1.69%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
13,636
shares
|
$7.72 Million
1.08% of portfolio
|
Q3 2022
Added 4.23%
|