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 1,436 institutions that hold shares in the stock, with a total of 26.9 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oldfather Financial Services, LLC
|
Jan 16, 2025 Q4 2024 |
51,589
shares
|
$30.8 Million
11.2% of portfolio
|
Q4 2024
Reduced 0.39%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
51,391
shares
|
$30.7 Million
3.41% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
50,320
shares
|
$30.1 Million
0.11% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Cumberland Advisors Inc
|
Jan 08, 2025 Q4 2024 |
49,482
shares
|
$29.6 Million
11.24% of portfolio
|
Q4 2024
Added 4.47%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
48,115
shares
|
$28.7 Million
0.56% of portfolio
|
Q3 2024
Reduced 5.03%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
47,932
shares
|
$28.6 Million
0.91% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
47,392
shares
|
$28.3 Million
0.07% of portfolio
|
Q3 2024
Added 5.82%
|
|
|
Retirement Systems Of Alabama
|
Dec 06, 2024 Q3 2024 |
46,287
shares
|
$27.7 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
46,089
shares
|
$27.5 Million
0.09% of portfolio
|
Q3 2024
Added 44.88%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
45,304
shares
|
$27.1 Million
4.56% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
44,846
shares
|
$26.8 Million
3.91% of portfolio
|
Q3 2024
Added 66.71%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
44,343
shares
|
$26.5 Million
0.9% of portfolio
|
Q4 2024
Reduced 10.54%
|
|
|
Granite Bay Wealth Management, LLC
|
Jan 13, 2025 Q4 2024 |
44,326
shares
|
$26.5 Million
9.35% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
43,930
shares
|
$26.2 Million
0.07% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
43,599
shares
|
$26.1 Million
1.54% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2024 Q3 2024 |
43,156
shares
|
$25.8 Million
14.31% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
43,102
shares
|
$25.8 Million
4.57% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
42,333
shares
|
$25.3 Million
5.23% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Qube Research & Technologies LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
41,977
shares
|
$25.1 Million
0.04% of portfolio
|
Q3 2024
Added 15.5%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
39,768
shares
|
$23.8 Million
0.79% of portfolio
|
Q3 2024
Reduced 12.45%
|
|
|
Edge Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
38,933
shares
|
$23.3 Million
1.0% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
36,036
shares
|
$21.5 Million
0.06% of portfolio
|
Q3 2022
Added 2.68%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
36,005
shares
|
$21.5 Million
1.16% of portfolio
|
Q3 2024
Reduced 0.01%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
35,762
shares
|
$21.4 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
35,333
shares
|
$21.1 Million
0.81% of portfolio
|
Q4 2024
Reduced 4.87%
|