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 |
|---|---|---|---|---|---|
|
Opulen Financial Group LLC
Arlington, VA |
Feb 06, 2025 Q4 2024 |
1,107
shares
|
$648,004
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
1,105
shares
|
$646,833
0.27% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
1,105
shares
|
$646,833
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
1,104
shares
|
$646,248
0.09% of portfolio
|
Q4 2024
Added 1.19%
|
|
|
Plante Moran Financial Advisors, LLC
|
Feb 05, 2025 Q4 2024 |
1,103
shares
|
$645,663
0.05% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
1,102
shares
|
$645,077
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
1,094
shares
|
$640,394
0.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,092
shares
|
$639,224
0.04% of portfolio
|
Q4 2023
Reduced 0.36%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jan 23, 2025 Q4 2024 |
1,091
shares
|
$638,638
0.14% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
1,089
shares
|
$637,467
0.08% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
1,087
shares
|
$636,297
0.04% of portfolio
|
Q4 2024
Reduced 19.24%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
1,087
shares
|
$636,297
0.29% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Fcg Investment CO
Germantown, TN |
Jan 17, 2025 Q4 2024 |
1,087
shares
|
$636,297
0.38% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Jan 14, 2025 Q4 2024 |
1,079
shares
|
$631,614
0.08% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Feb 07, 2025 Q4 2024 |
1,078
shares
|
$631,028
0.04% of portfolio
|
Q4 2024
Reduced 26.06%
|
|
|
Royal Fund Management, LLC
|
Jan 16, 2025 Q4 2024 |
1,075
shares
|
$629,272
0.06% of portfolio
|
Q4 2024
Reduced 50.46%
|
|
|
Sja Financial Advisory, LLC
|
Feb 03, 2025 Q4 2024 |
1,071
shares
|
$626,931
0.44% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Saxon Interests, Inc.
|
Jan 15, 2025 Q4 2024 |
1,064
shares
|
$622,833
0.27% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
1,064
shares
|
$622,833
0.07% of portfolio
|
Q4 2024
Added 7.69%
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
1,057
shares
|
$618,736
0.15% of portfolio
|
Q4 2023
Reduced 2.13%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
1,057
shares
|
$618,736
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
1,054
shares
|
$616,979
0.02% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
1,052
shares
|
$615,809
0.06% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
1,049
shares
|
$614,053
0.02% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
1,047
shares
|
$612,882
0.05% of portfolio
|
Q3 2024
Added 0.1%
|