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 |
|---|---|---|---|---|---|
|
Compass Planning Associates Inc
Greenfield, MA |
Feb 03, 2025 Q4 2024 |
1,043
shares
|
$610,540
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
1,039
shares
|
$608,199
0.01% of portfolio
|
Q4 2024
Added 5.48%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,039
shares
|
$608,199
0.01% of portfolio
|
Q4 2023
Added 0.87%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
1,025
shares
|
$600,004
0.07% of portfolio
|
Q3 2024
Reduced 46.75%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
1,023
shares
|
$598,833
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jan 14, 2025 Q4 2024 |
1,012
shares
|
$592,394
0.1% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Flagship Harbor Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
1,007
shares
|
$589,467
0.03% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Ghe, LLC
|
Feb 04, 2025 Q4 2024 |
1,000
shares
|
$585,370
0.22% of portfolio
|
Q4 2022
Reduced 72.8%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
1,000
shares
|
$585,370
0.16% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$585,370
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$585,370
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 14, 2025 Q4 2024 |
994
shares
|
$581,857
0.42% of portfolio
|
Q3 2023
Reduced 26.59%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Feb 10, 2025 Q4 2024 |
991
shares
|
$580,101
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jan 21, 2025 Q4 2024 |
989
shares
|
$578,930
0.2% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
989
shares
|
$578,930
0.02% of portfolio
|
Q3 2024
Added 63.47%
|
|
|
Tanager Wealth Management LLP
|
Jan 27, 2025 Q4 2024 |
988
shares
|
$578,345
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
979
shares
|
$573,077
0.06% of portfolio
|
Q3 2024
Added 321.98%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
978
shares
|
$572,491
0.04% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Feb 07, 2025 Q4 2024 |
977
shares
|
$571,906
0.27% of portfolio
|
Q2 2024
Reduced 13.0%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
974
shares
|
$570,150
0.05% of portfolio
|
Q3 2024
Added 22.82%
|
|
|
Mirador Capital Partners LP
|
Jan 14, 2025 Q4 2024 |
971
shares
|
$568,394
0.1% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
969
shares
|
$567,223
0.02% of portfolio
|
Q2 2024
Added 22.81%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
968
shares
|
$566,638
0.06% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
965
shares
|
$564,882
0.06% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Maren Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
964
shares
|
$564,296
0.05% of portfolio
|
Q4 2023
New holding
|