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 1,453 institutions that hold shares in the stock, with a total of 27.4 Million shares, which have been reported (via 13F filing form) to have a value of $16 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
484
shares
|
$282,694
0.07% of portfolio
|
Q3 2024
Added 21.91%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
483
shares
|
$282,110
0.07% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
481
shares
|
$280,942
0.02% of portfolio
|
Q2 2024
Reduced 21.28%
|
|
|
Birch Hill Investment Advisors LLC
|
Jan 28, 2025 Q4 2024 |
478
shares
|
$279,190
0.01% of portfolio
|
Q4 2023
Reduced 10.82%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
477
shares
|
$278,606
0.19% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
476
shares
|
$278,022
0.13% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
475
shares
|
$277,438
0.04% of portfolio
|
Q2 2022
Reduced 5.0%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
474
shares
|
$276,853
0.02% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
474
shares
|
$276,853
0.01% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
473
shares
|
$276,269
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Cap Wealth Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
471
shares
|
$275,101
0.03% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Center Star Asset Management, LLC
|
Jan 27, 2025 Q4 2024 |
470
shares
|
$274,517
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
470
shares
|
$274,517
0.05% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
466
shares
|
$272,181
0.03% of portfolio
|
Q4 2023
Added 3.1%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
466
shares
|
$272,181
0.02% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
465
shares
|
$271,597
0.08% of portfolio
|
Q1 2024
Reduced 12.59%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
465
shares
|
$271,597
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
465
shares
|
$271,597
0.03% of portfolio
|
Q4 2023
Reduced 29.22%
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
464
shares
|
$271,013
0.08% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Jan 29, 2025 Q4 2024 |
464
shares
|
$271,013
0.03% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
464
shares
|
$271,013
0.2% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Feb 03, 2025 Q4 2024 |
460
shares
|
$268,676
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
460
shares
|
$268,676
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jan 28, 2025 Q4 2024 |
460
shares
|
$268,676
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
459
shares
|
$268,092
0.01% of portfolio
|
Q4 2024
New holding
|