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 |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
962
shares
|
$563,125
0.05% of portfolio
|
Q2 2023
Added 10.83%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
956
shares
|
$559,613
0.15% of portfolio
|
Q4 2021
Reduced 30.42%
|
|
|
Tfg Advisers LLC
|
Jan 28, 2025 Q4 2024 |
953
shares
|
$557,857
0.2% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
949
shares
|
$555,516
0.02% of portfolio
|
Q3 2024
Reduced 34.19%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
947
shares
|
$554,345
0.07% of portfolio
|
Q4 2024
Added 42.41%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
943
shares
|
$552,003
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
938
shares
|
$549,077
0.09% of portfolio
|
Q1 2023
Reduced 6.2%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
932
shares
|
$545,564
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
930
shares
|
$544,394
0.31% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
929
shares
|
$543,808
0.02% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
925
shares
|
$541,467
0.01% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
925
shares
|
$541,467
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
920
shares
|
$538,540
0.01% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
917
shares
|
$536,784
0.09% of portfolio
|
Q1 2022
Reduced 24.65%
|
|
|
First Business Financial Services, Inc.
|
Feb 06, 2025 Q4 2024 |
917
shares
|
$536,784
0.05% of portfolio
|
Q1 2024
Reduced 40.88%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
915
shares
|
$535,613
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
911
shares
|
$533,272
0.1% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
909
shares
|
$532,101
0.02% of portfolio
|
Q4 2024
Added 4.12%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
909
shares
|
$532,101
0.01% of portfolio
|
Q3 2024
Reduced 40.16%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
906
shares
|
$530,345
0.01% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jan 16, 2025 Q4 2024 |
905
shares
|
$529,759
0.11% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
902
shares
|
$528,003
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
902
shares
|
$528,003
0.0% of portfolio
|
Q3 2024
Reduced 19.96%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
901
shares
|
$527,418
0.01% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Neumann Capital Management, LLC
|
Jan 21, 2025 Q4 2024 |
900
shares
|
$526,833
0.17% of portfolio
|
Q2 2024
Reduced 21.05%
|