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 |
---|---|---|---|---|---|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
370
shares
|
$216,109
0.02% of portfolio
|
Q3 2024
New holding
|
|
Boston Premier Wealth LLC
Hanover, MA |
Jan 29, 2025 Q4 2024 |
370
shares
|
$216,109
0.13% of portfolio
|
Q4 2024
New holding
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
369
shares
|
$215,525
0.01% of portfolio
|
Q3 2024
New holding
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
368
shares
|
$214,941
0.02% of portfolio
|
Q3 2024
New holding
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
367
shares
|
$214,357
0.02% of portfolio
|
Q4 2023
Added 54.85%
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
365
shares
|
$213,189
0.18% of portfolio
|
Q4 2024
Reduced 84.8%
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
364
shares
|
$212,605
0.14% of portfolio
|
Q3 2024
New holding
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
363
shares
|
$212,021
0.1% of portfolio
|
Q3 2024
New holding
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
362
shares
|
$211,436
0.04% of portfolio
|
Q4 2024
New holding
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
361
shares
|
$210,852
0.01% of portfolio
|
Q3 2024
New holding
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
360
shares
|
$210,268
0.09% of portfolio
|
Q3 2024
New holding
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jan 15, 2025 Q4 2024 |
359
shares
|
$209,684
0.02% of portfolio
|
Q3 2024
New holding
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
358
shares
|
$209,100
0.1% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
Magnus Financial Group LLC
New York, NY |
Jan 17, 2025 Q4 2024 |
358
shares
|
$209,100
0.02% of portfolio
|
Q4 2024
New holding
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
356
shares
|
$207,932
0.08% of portfolio
|
Q3 2024
New holding
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
355
shares
|
$207,348
0.02% of portfolio
|
Q2 2024
Reduced 20.94%
|
|
American Capital Management Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
353
shares
|
$206,180
0.01% of portfolio
|
Q3 2024
New holding
|
|
Roman Butler Fullerton & CO
|
Jan 30, 2025 Q4 2024 |
352
shares
|
$205,596
0.06% of portfolio
|
Q4 2024
New holding
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 12, 2024 Q3 2024 |
351
shares
|
$205,012
0.01% of portfolio
|
Q1 2020
Reduced 46.08%
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
350
shares
|
$204,428
0.14% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
340
shares
|
$198,587
0.04% of portfolio
|
Q3 2024
New holding
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
332
shares
|
$193,914
0.02% of portfolio
|
Q4 2024
Added 0.3%
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
332
shares
|
$193,914
0.04% of portfolio
|
Q2 2024
Reduced 28.91%
|
|
Eagle Bay Advisors LLC
New York, NY |
Jan 13, 2025 Q4 2024 |
332
shares
|
$193,914
0.12% of portfolio
|
Q4 2024
New holding
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
329
shares
|
$192,162
0.06% of portfolio
|
Q4 2023
New holding
|