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 1,436 institutions that hold shares in the stock, with a total of 26.9 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
4,827
shares
|
$2.88 Million
0.19% of portfolio
|
Q4 2024
Added 49.81%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,822
shares
|
$2.88 Million
0.08% of portfolio
|
Q3 2024
Added 176.17%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,817
shares
|
$2.88 Million
0.05% of portfolio
|
Q3 2022
Added 200.5%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
4,794
shares
|
$2.86 Million
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
4,789
shares
|
$2.86 Million
0.42% of portfolio
|
Q4 2024
Added 1929.24%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
4,755
shares
|
$2.84 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
4,739
shares
|
$2.83 Million
1.08% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
4,721
shares
|
$2.82 Million
0.44% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Winthrop Advisory Group LLC
|
Jan 13, 2025 Q4 2024 |
4,711
shares
|
$2.81 Million
0.29% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 12, 2024 Q3 2024 |
4,699
shares
|
$2.81 Million
0.38% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,689
shares
|
$2.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
4,657
shares
|
$2.78 Million
1.53% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
4,648
shares
|
$2.78 Million
0.12% of portfolio
|
Q3 2024
Reduced 25.55%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
4,645
shares
|
$2.78 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,587
shares
|
$2.74 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,576
shares
|
$2.73 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
4,560
shares
|
$2.72 Million
0.64% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,554
shares
|
$2.72 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
4,552
shares
|
$2.72 Million
0.18% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
4,548
shares
|
$2.72 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
4,513
shares
|
$2.7 Million
0.03% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
4,502
shares
|
$2.69 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
4,500
shares
|
$2.69 Million
0.16% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
4,500
shares
|
$2.69 Million
0.62% of portfolio
|
Q4 2018
New holding
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
4,495
shares
|
$2.69 Million
1.33% of portfolio
|
Q4 2022
Reduced 0.22%
|