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 |
|---|---|---|---|---|---|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
635
shares
|
$371,709
0.03% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
634
shares
|
$371,124
0.08% of portfolio
|
Q4 2024
Reduced 69.78%
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
629
shares
|
$368,197
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Cra Financial Services, LLC
|
Jan 31, 2025 Q4 2024 |
624
shares
|
$365,270
0.06% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Riggs Asset Managment Co. Inc.
|
Jan 24, 2025 Q4 2024 |
623
shares
|
$364,685
0.1% of portfolio
|
Q1 2024
Added 94.08%
|
|
|
Pure Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
620
shares
|
$362,929
0.01% of portfolio
|
Q4 2024
Added 4.55%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
620
shares
|
$362,929
0.01% of portfolio
|
Q3 2024
Added 884.13%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
616
shares
|
$360,587
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Cortland Associates Inc
|
Jan 23, 2025 Q4 2024 |
615
shares
|
$360,002
0.04% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
613
shares
|
$358,831
0.24% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
613
shares
|
$358,831
0.01% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Feb 03, 2025 Q4 2024 |
612
shares
|
$358,246
0.19% of portfolio
|
Q4 2024
Added 57.33%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
610
shares
|
$357,075
0.0% of portfolio
|
Q3 2024
Reduced 54.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
609
shares
|
$356,490
0.02% of portfolio
|
Q3 2024
Reduced 84.87%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
608
shares
|
$355,904
0.01% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
|
Shaker Investments LLC
|
Jan 29, 2025 Q4 2024 |
607
shares
|
$355,319
0.15% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
605
shares
|
$354,148
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Jan 21, 2025 Q4 2024 |
604
shares
|
$353,563
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Spc Financial, Inc.
|
Feb 06, 2025 Q4 2024 |
603
shares
|
$352,978
0.03% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Camden National Bank
Camden, ME |
Feb 07, 2025 Q4 2024 |
603
shares
|
$352,978
0.05% of portfolio
|
Q3 2024
Added 44.26%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
601
shares
|
$351,807
0.13% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Sym Financial Corp
|
Jan 24, 2025 Q4 2024 |
600
shares
|
$351,222
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
600
shares
|
$351,222
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tria Gen Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
600
shares
|
$351,222
0.12% of portfolio
|
Q4 2020
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
600
shares
|
$351,222
0.01% of portfolio
|
Q3 2024
New holding
|