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 |
|---|---|---|---|---|---|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
427
shares
|
$249,402
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Nov 01, 2024 Q3 2024 |
427
shares
|
$249,402
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Jan 24, 2025 Q4 2024 |
426
shares
|
$248,818
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 22, 2025 Q4 2024 |
426
shares
|
$248,818
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
425
shares
|
$248,234
0.11% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
423
shares
|
$247,065
0.02% of portfolio
|
Q3 2024
Reduced 15.4%
|
|
|
Brown Miller Wealth Management, LLC
|
Oct 10, 2024 Q3 2024 |
422
shares
|
$246,481
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
420
shares
|
$245,313
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
418
shares
|
$244,145
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
417
shares
|
$243,561
0.09% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
415
shares
|
$242,393
0.06% of portfolio
|
Q4 2024
Reduced 10.56%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Nov 12, 2024 Q3 2024 |
415
shares
|
$242,393
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
414
shares
|
$241,809
0.08% of portfolio
|
Q3 2024
Reduced 4.61%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 08, 2024 Q3 2024 |
413
shares
|
$241,225
0.0% of portfolio
|
Q2 2024
Reduced 10.8%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
411
shares
|
$240,056
0.03% of portfolio
|
Q2 2024
Reduced 19.25%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
405
shares
|
$236,552
0.03% of portfolio
|
Q2 2024
Reduced 3.57%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Feb 03, 2025 Q4 2024 |
404
shares
|
$235,968
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
403
shares
|
$235,384
0.02% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
401
shares
|
$234,216
0.13% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Hoese & CO LLP
|
Jan 16, 2025 Q4 2024 |
400
shares
|
$233,632
0.2% of portfolio
|
Q3 2024
Reduced 6.98%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
400
shares
|
$233,632
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Jan 15, 2025 Q4 2024 |
400
shares
|
$233,632
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
400
shares
|
$233,632
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Feb 03, 2025 Q4 2024 |
400
shares
|
$233,632
0.06% of portfolio
|
Q1 2024
Reduced 75.23%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
400
shares
|
$233,632
0.02% of portfolio
|
Q4 2023
New holding
|