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 1,475 institutions that hold shares in the stock, with a total of 28.2 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 |
|---|---|---|---|---|---|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
2,500
shares
|
$1.46 Million
0.51% of portfolio
|
Q2 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
2,500
shares
|
$1.46 Million
0.51% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Tudor Financial Inc.
Dayton, OH |
Jan 16, 2025 Q4 2024 |
2,496
shares
|
$1.46 Million
0.83% of portfolio
|
Q4 2024
Added 1.01%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
2,493
shares
|
$1.46 Million
0.03% of portfolio
|
Q4 2024
Reduced 39.45%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,475
shares
|
$1.45 Million
0.07% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
2,462
shares
|
$1.44 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
2,451
shares
|
$1.43 Million
0.03% of portfolio
|
Q3 2024
Added 74.2%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
2,450
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Added 7.22%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
2,436
shares
|
$1.43 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
2,423
shares
|
$1.42 Million
0.07% of portfolio
|
Q4 2024
Added 1.98%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
2,414
shares
|
$1.41 Million
0.24% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
2,410
shares
|
$1.41 Million
0.08% of portfolio
|
Q2 2024
Reduced 20.65%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
2,403
shares
|
$1.41 Million
0.13% of portfolio
|
Q3 2022
Reduced 1.15%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
2,371
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2024
Added 24.99%
|
|
|
Braun Stacey Associates Inc
|
Jan 31, 2025 Q4 2024 |
2,362
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
2,357
shares
|
$1.38 Million
0.56% of portfolio
|
Q1 2024
Added 53.15%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,356
shares
|
$1.38 Million
0.09% of portfolio
|
Q2 2024
Reduced 19.73%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
2,354
shares
|
$1.38 Million
0.74% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,332
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
2,319
shares
|
$1.36 Million
0.05% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Jennison Associates LLC
|
Jan 24, 2025 Q4 2024 |
2,309
shares
|
$1.35 Million
0.0% of portfolio
|
Q4 2024
Added 34.79%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,303
shares
|
$1.35 Million
0.02% of portfolio
|
Q3 2024
Added 50.03%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Feb 04, 2025 Q4 2024 |
2,301
shares
|
$1.35 Million
0.56% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,281
shares
|
$1.34 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
2,274
shares
|
$1.33 Million
0.05% of portfolio
|
Q4 2024
Added 8.13%
|