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 |
|---|---|---|---|---|---|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
400
shares
|
$233,632
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Jan 28, 2025 Q4 2024 |
400
shares
|
$233,632
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
398
shares
|
$232,463
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
398
shares
|
$232,463
0.0% of portfolio
|
Q4 2024
Reduced 8.92%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
398
shares
|
$232,463
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
397
shares
|
$231,879
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
392
shares
|
$228,959
0.13% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Tranquility Partners, LLC
|
Jan 29, 2025 Q4 2024 |
392
shares
|
$228,959
0.09% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
392
shares
|
$228,959
0.04% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
387
shares
|
$226,038
0.04% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
385
shares
|
$224,870
0.06% of portfolio
|
Q1 2024
Reduced 11.49%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
385
shares
|
$224,870
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
385
shares
|
$224,870
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
384
shares
|
$224,286
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jan 31, 2025 Q4 2024 |
383
shares
|
$223,702
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
380
shares
|
$221,950
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jan 14, 2025 Q4 2024 |
379
shares
|
$221,366
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Jan 28, 2025 Q4 2024 |
378
shares
|
$220,782
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
377
shares
|
$220,198
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jan 27, 2025 Q4 2024 |
377
shares
|
$220,198
0.02% of portfolio
|
Q1 2024
Reduced 66.58%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
376
shares
|
$219,614
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
376
shares
|
$219,614
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
373
shares
|
$217,861
0.01% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
373
shares
|
$217,861
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Northeast Investment Management
|
Jan 28, 2025 Q4 2024 |
372
shares
|
$217,277
0.01% of portfolio
|
Q3 2024
New holding
|