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 1,482 institutions that hold shares in the stock, with a total of 28.3 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
1,643
shares
|
$962,748
0.31% of portfolio
|
Q4 2024
Reduced 9.08%
|
|
|
Vista Wealth Management Group, LLC
|
Jan 27, 2025 Q4 2024 |
1,642
shares
|
$962,162
0.06% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
1,638
shares
|
$959,818
0.08% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
1,637
shares
|
$959,232
0.03% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
1,637
shares
|
$959,232
0.22% of portfolio
|
Q4 2024
Added 10.01%
|
|
|
Gator Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,616
shares
|
$946,927
0.41% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
1,608
shares
|
$942,239
0.05% of portfolio
|
Q3 2024
Reduced 81.03%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,605
shares
|
$940,481
0.23% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Rockland Trust CO
|
Jan 14, 2025 Q4 2024 |
1,601
shares
|
$938,137
0.05% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
1,601
shares
|
$938,137
0.01% of portfolio
|
Q4 2024
Added 26.86%
|
|
|
Greystone Financial Group, LLC
|
Feb 03, 2025 Q4 2024 |
1,599
shares
|
$936,966
0.16% of portfolio
|
Q4 2024
Added 95.96%
|
|
|
Long Road Investment Counsel, LLC
|
Feb 10, 2025 Q4 2024 |
1,590
shares
|
$931,692
0.37% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
1,571
shares
|
$920,558
0.4% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,569
shares
|
$919,386
0.13% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Bay Colony Advisory Group, Inc D
|
Feb 06, 2025 Q4 2024 |
1,566
shares
|
$917,629
0.14% of portfolio
|
Q4 2024
Added 0.71%
|
|
|
Rtd Financial Advisors, Inc.
|
Jan 21, 2025 Q4 2024 |
1,560
shares
|
$914,113
0.11% of portfolio
|
Q4 2023
Reduced 0.64%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
1,554
shares
|
$910,597
0.03% of portfolio
|
Q4 2024
Reduced 3.12%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
1,551
shares
|
$908,839
0.04% of portfolio
|
Q4 2024
Added 90.54%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Feb 03, 2025 Q4 2024 |
1,548
shares
|
$907,081
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Vera Bank, N.A.
|
Jan 30, 2025 Q4 2024 |
1,545
shares
|
$905,323
0.26% of portfolio
|
Q3 2022
Reduced 1.47%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
1,544
shares
|
$904,737
0.07% of portfolio
|
Q3 2024
Added 38.48%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,537
shares
|
$900,635
0.98% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,534
shares
|
$898,877
0.18% of portfolio
|
Q4 2023
Reduced 3.16%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
1,529
shares
|
$895,948
0.01% of portfolio
|
Q3 2024
Reduced 35.21%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Feb 07, 2025 Q4 2024 |
1,525
shares
|
$893,604
0.11% of portfolio
|
Q3 2024
Reduced 1.93%
|