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 1,423 institutions that hold shares in the stock, with a total of 26.6 Million shares, which have been reported (via 13F filing form) to have a value of $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
7,594
shares
|
$4.3 Million
0.1% of portfolio
|
Q1 2023
Added 9.69%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
7,593
shares
|
$4.29 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
7,583
shares
|
$4.29 Million
1.83% of portfolio
|
Q3 2024
Reduced 7.06%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
7,538
shares
|
$4.26 Million
1.4% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
7,525
shares
|
$4.26 Million
0.02% of portfolio
|
Q3 2024
Added 24.79%
|
|
|
Segment Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
7,490
shares
|
$4.24 Million
0.3% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
7,441
shares
|
$4.21 Million
0.12% of portfolio
|
Q3 2024
Added 9.12%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
7,399
shares
|
$4.18 Million
0.07% of portfolio
|
Q3 2024
Reduced 29.19%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
7,396
shares
|
$4.18 Million
0.3% of portfolio
|
Q3 2024
Added 3.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
7,297
shares
|
$4.13 Million
0.03% of portfolio
|
Q3 2024
Added 11.87%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Oct 17, 2024 Q3 2024 |
7,233
shares
|
$4.09 Million
2.42% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
7,199
shares
|
$4.07 Million
0.04% of portfolio
|
Q3 2024
Added 1.41%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
7,184
shares
|
$4.06 Million
0.82% of portfolio
|
Q3 2024
Added 10.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
7,112
shares
|
$4.02 Million
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
7,106
shares
|
$4.02 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Renaissance Investment Group LLC
|
Oct 10, 2024 Q3 2024 |
7,099
shares
|
$4.02 Million
0.88% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Jmg Financial Group, Ltd.
|
Oct 22, 2024 Q3 2024 |
7,012
shares
|
$3.97 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
6,960
shares
|
$3.94 Million
0.41% of portfolio
|
Q3 2024
Added 16.5%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
6,906
shares
|
$3.91 Million
0.15% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
|
Yousif Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
6,879
shares
|
$3.89 Million
0.04% of portfolio
|
Q3 2024
Reduced 38.74%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
6,874
shares
|
$3.89 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
6,825
shares
|
$3.86 Million
1.91% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
6,754
shares
|
$3.82 Million
0.31% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
6,713
shares
|
$3.8 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,691
shares
|
$3.78 Million
0.04% of portfolio
|
Q3 2024
Added 15.72%
|