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 |
|---|---|---|---|---|---|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
1,414
shares
|
$828,561
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Berkshire Money Management, Inc.
|
Jan 27, 2025 Q4 2024 |
1,405
shares
|
$823,287
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
1,402
shares
|
$821,529
0.43% of portfolio
|
Q4 2024
Added 54.58%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
1,401
shares
|
$820,943
0.19% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
1,400
shares
|
$820,358
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Bell Bank
|
Feb 03, 2025 Q4 2024 |
1,398
shares
|
$819,186
0.06% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
1,395
shares
|
$817,428
0.13% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Sawgrass Asset Management LLC
|
Jan 29, 2025 Q4 2024 |
1,393
shares
|
$816,256
0.09% of portfolio
|
Q4 2024
Reduced 15.83%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
1,392
shares
|
$815,670
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
1,390
shares
|
$814,498
0.31% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
1,389
shares
|
$813,912
0.2% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
1,388
shares
|
$813,326
0.05% of portfolio
|
Q4 2021
Added 10.69%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,380
shares
|
$808,638
0.25% of portfolio
|
Q1 2018
Reduced 3.02%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
1,380
shares
|
$808,638
0.46% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
1,378
shares
|
$807,466
0.42% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
1,376
shares
|
$806,294
0.01% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
1,371
shares
|
$803,364
0.12% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
1,370
shares
|
$802,778
0.05% of portfolio
|
Q4 2024
Reduced 38.92%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
1,368
shares
|
$801,606
0.05% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Holistic Financial Partners
|
Feb 04, 2025 Q4 2024 |
1,367
shares
|
$801,020
0.39% of portfolio
|
Q4 2024
Reduced 0.07%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,362
shares
|
$798,091
0.16% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
1,358
shares
|
$795,747
0.01% of portfolio
|
Q1 2024
Reduced 82.38%
|
|
|
L.M. Kohn & Company
|
Jan 30, 2025 Q4 2024 |
1,345
shares
|
$788,129
0.2% of portfolio
|
Q4 2024
Reduced 1.82%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
1,341
shares
|
$785,785
0.01% of portfolio
|
Q3 2024
Reduced 9.76%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
1,335
shares
|
$782,269
0.28% of portfolio
|
Q3 2024
Added 51.53%
|