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 |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
459
shares
|
$268,092
0.02% of portfolio
|
Q4 2024
Added 23.06%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
455
shares
|
$265,756
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
453
shares
|
$264,588
0.04% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
452
shares
|
$264,004
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
450
shares
|
$262,836
0.05% of portfolio
|
Q4 2018
Added 350.0%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
450
shares
|
$262,836
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
450
shares
|
$262,836
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
448
shares
|
$261,667
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
448
shares
|
$261,667
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
447
shares
|
$261,083
0.1% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
446
shares
|
$260,499
0.07% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2024 Q3 2024 |
446
shares
|
$260,499
0.04% of portfolio
|
Q3 2024
Added 9.31%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
445
shares
|
$259,915
0.04% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Patten & Patten Inc
|
Nov 04, 2024 Q3 2024 |
445
shares
|
$259,915
0.02% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
444
shares
|
$259,331
0.02% of portfolio
|
Q1 2022
Reduced 41.81%
|
|
|
Retirement Planning Group
|
Oct 10, 2024 Q3 2024 |
444
shares
|
$259,331
0.02% of portfolio
|
Q1 2024
Added 8.29%
|
|
|
Aquire Wealth Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
444
shares
|
$259,331
0.08% of portfolio
|
Q1 2023
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 12, 2024 Q3 2024 |
443
shares
|
$258,747
0.22% of portfolio
|
Q4 2022
New holding
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
441
shares
|
$257,579
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
440
shares
|
$256,995
0.02% of portfolio
|
Q1 2024
Reduced 8.52%
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jan 24, 2025 Q4 2024 |
439
shares
|
$256,411
0.06% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
437
shares
|
$255,242
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Naviter Wealth, LLC
|
Oct 16, 2024 Q3 2024 |
433
shares
|
$252,906
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
433
shares
|
$252,906
0.0% of portfolio
|
Q3 2024
Reduced 92.45%
|
|
|
Hall Kathryn A.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
430
shares
|
$251,154
0.05% of portfolio
|
Q1 2024
Reduced 33.33%
|