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 |
|---|---|---|---|---|---|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
839
shares
|
$491,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
835
shares
|
$488,783
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
835
shares
|
$488,783
0.0% of portfolio
|
Q3 2024
Reduced 15.23%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
833
shares
|
$487,613
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
830
shares
|
$485,857
0.03% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Jan 31, 2025 Q4 2024 |
829
shares
|
$485,271
0.17% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
825
shares
|
$482,930
0.02% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jan 16, 2025 Q4 2024 |
821
shares
|
$480,588
0.16% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jan 30, 2025 Q4 2024 |
818
shares
|
$478,832
0.16% of portfolio
|
Q2 2020
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Jan 24, 2025 Q4 2024 |
818
shares
|
$478,832
0.24% of portfolio
|
Q4 2024
Added 3.94%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
817
shares
|
$478,247
0.12% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
814
shares
|
$476,491
0.06% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
813
shares
|
$475,905
0.03% of portfolio
|
Q4 2022
Added 40.17%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Feb 03, 2025 Q4 2024 |
810
shares
|
$474,149
0.04% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
804
shares
|
$470,637
0.03% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
803
shares
|
$470,052
0.03% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
800
shares
|
$468,296
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Marquette Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
800
shares
|
$468,296
0.07% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
800
shares
|
$468,296
0.0% of portfolio
|
Q3 2024
Reduced 81.17%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jan 28, 2025 Q4 2024 |
799
shares
|
$467,710
0.08% of portfolio
|
Q1 2023
Reduced 4.99%
|
|
|
Ls Investment Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
798
shares
|
$467,125
0.07% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
798
shares
|
$467,125
0.12% of portfolio
|
Q3 2022
Reduced 40.14%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
797
shares
|
$466,539
0.06% of portfolio
|
Q3 2023
Added 37.89%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
797
shares
|
$466,539
0.04% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
797
shares
|
$466,539
0.07% of portfolio
|
Q3 2024
Added 1.66%
|