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 |
|---|---|---|---|---|---|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
1,194
shares
|
$699,648
0.06% of portfolio
|
Q4 2024
Added 0.08%
|
|
|
Sanders Morris Harris LLC
|
Jan 14, 2025 Q4 2024 |
1,192
shares
|
$698,476
0.11% of portfolio
|
Q4 2024
Reduced 6.51%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
1,191
shares
|
$697,890
0.06% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
1,191
shares
|
$697,890
0.01% of portfolio
|
Q3 2024
Reduced 5.7%
|
|
|
Man Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
1,186
shares
|
$694,960
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Thrive Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,183
shares
|
$693,202
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,177
shares
|
$689,686
0.04% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 23, 2025 Q4 2024 |
1,163
shares
|
$681,483
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
1,158
shares
|
$678,553
0.01% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Evoke Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
1,152
shares
|
$675,037
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Feb 03, 2025 Q4 2024 |
1,150
shares
|
$673,865
0.38% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
1,146
shares
|
$671,521
0.04% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
1,140
shares
|
$668,005
0.0% of portfolio
|
Q3 2023
Added 14.0%
|
|
|
Miramar Capital, LLC
|
Feb 07, 2025 Q4 2024 |
1,135
shares
|
$665,075
0.16% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
New Hampshire Trust
Concord, NH |
Jan 16, 2025 Q4 2024 |
1,134
shares
|
$664,489
0.14% of portfolio
|
Q3 2023
Added 2.72%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
1,131
shares
|
$662,732
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,120
shares
|
$656,286
0.31% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,119
shares
|
$655,700
0.06% of portfolio
|
Q1 2024
Added 3.42%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jan 22, 2025 Q4 2024 |
1,118
shares
|
$655,114
0.09% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,117
shares
|
$654,528
0.23% of portfolio
|
Q3 2023
Reduced 10.57%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,116
shares
|
$653,942
0.01% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
1,116
shares
|
$653,942
0.1% of portfolio
|
Q2 2024
Added 20.52%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
1,114
shares
|
$652,770
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
1,110
shares
|
$650,426
0.06% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,107
shares
|
$648,668
0.03% of portfolio
|
Q3 2022
New holding
|