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 1,492 institutions that hold shares in the stock, with a total of 28.1 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hickory Point Bank & Trust
Decatur, IL |
Feb 05, 2025 Q4 2024 |
703
shares
|
$407,114
0.36% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
702
shares
|
$406,535
0.06% of portfolio
|
Q3 2024
Reduced 86.66%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
701
shares
|
$405,956
0.27% of portfolio
|
Q2 2022
Reduced 3.44%
|
|
|
Norden Group LLC
Provo, UT |
Feb 05, 2025 Q4 2024 |
701
shares
|
$405,956
0.05% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
700
shares
|
$405,377
0.02% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Feb 10, 2025 Q4 2024 |
697
shares
|
$403,639
0.2% of portfolio
|
Q4 2024
Reduced 1.41%
|
|
|
Carret Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
695
shares
|
$402,481
0.04% of portfolio
|
Q2 2023
Added 1.76%
|
|
|
Wp Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
694
shares
|
$401,902
0.13% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Redw Wealth LLC
|
Feb 07, 2025 Q4 2024 |
693
shares
|
$401,323
0.14% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Feb 03, 2025 Q4 2024 |
692
shares
|
$400,744
0.2% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
689
shares
|
$399,006
0.04% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Camden Capital, LLC
|
Jan 29, 2025 Q4 2024 |
689
shares
|
$399,006
0.04% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
688
shares
|
$398,427
0.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Feb 12, 2025 Q4 2024 |
687
shares
|
$397,848
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
681
shares
|
$394,373
0.19% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Guyasuta Investment Advisors Inc
|
Jan 30, 2025 Q4 2024 |
676
shares
|
$391,478
0.03% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
675
shares
|
$390,899
0.04% of portfolio
|
Q4 2022
Reduced 0.59%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
675
shares
|
$390,899
0.01% of portfolio
|
Q3 2021
Added 800.0%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
675
shares
|
$390,899
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
674
shares
|
$390,320
0.19% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
668
shares
|
$386,845
0.05% of portfolio
|
Q4 2023
Reduced 10.7%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
668
shares
|
$386,845
0.11% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
666
shares
|
$385,687
0.01% of portfolio
|
Q4 2024
Reduced 20.9%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
661
shares
|
$382,791
0.01% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
660
shares
|
$382,212
0.01% of portfolio
|
Q4 2024
Reduced 0.15%
|