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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
734
shares
|
$429,661
0.02% of portfolio
|
Q4 2024
Reduced 16.97%
|
|
|
Capital Advisors Inc
|
Jan 29, 2025 Q4 2024 |
733
shares
|
$429,076
0.01% of portfolio
|
Q4 2024
Added 55.96%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Feb 03, 2025 Q4 2024 |
730
shares
|
$427,320
0.19% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
John W. Brooker & Co., Cp As
|
Jan 27, 2025 Q4 2024 |
729
shares
|
$426,734
0.21% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
727
shares
|
$425,563
0.2% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
725
shares
|
$424,393
0.13% of portfolio
|
Q4 2020
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
719
shares
|
$420,881
0.2% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jan 22, 2025 Q4 2024 |
717
shares
|
$419,710
0.16% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jan 29, 2025 Q4 2024 |
716
shares
|
$419,124
0.08% of portfolio
|
Q3 2024
Added 68.87%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
715
shares
|
$418,539
0.08% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
714
shares
|
$417,954
0.22% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
710
shares
|
$415,612
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
707
shares
|
$413,856
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
S.A. Mason LLC
|
Jan 24, 2025 Q4 2024 |
706
shares
|
$413,271
0.22% of portfolio
|
Q1 2024
Added 6.97%
|
|
|
Brand Asset Management Group, Inc.
|
Jan 15, 2025 Q4 2024 |
705
shares
|
$412,685
0.16% of portfolio
|
Q3 2023
Added 1.59%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
703
shares
|
$411,515
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
702
shares
|
$410,929
0.06% of portfolio
|
Q3 2024
Reduced 86.66%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
701
shares
|
$410,344
0.27% of portfolio
|
Q2 2022
Reduced 3.44%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
701
shares
|
$410,344
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
700
shares
|
$409,759
0.02% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
695
shares
|
$406,832
0.04% of portfolio
|
Q2 2023
Added 1.76%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
694
shares
|
$406,246
0.13% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
693
shares
|
$405,661
0.14% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
692
shares
|
$405,076
0.2% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
689
shares
|
$403,319
0.04% of portfolio
|
Q4 2024
Added 4.24%
|