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 |
---|---|---|---|---|---|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
328
shares
|
$191,578
0.0% of portfolio
|
Q3 2024
Reduced 34.14%
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
328
shares
|
$191,578
0.18% of portfolio
|
Q4 2024
New holding
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
325
shares
|
$189,826
0.02% of portfolio
|
Q1 2022
New holding
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
306
shares
|
$178,728
0.04% of portfolio
|
Q4 2024
Added 2960.0%
|
|
Fairman Group, LLC
Chesterbrook, PA |
Jan 29, 2025 Q4 2024 |
306
shares
|
$178,728
0.14% of portfolio
|
Q4 2024
Added 0.33%
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
304
shares
|
$177,560
0.01% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
304
shares
|
$177,560
0.05% of portfolio
|
Q3 2024
New holding
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
300
shares
|
$175,224
0.03% of portfolio
|
Q2 2024
New holding
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
285
shares
|
$166,462
0.0% of portfolio
|
Q4 2024
Reduced 93.02%
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
278
shares
|
$162,374
0.02% of portfolio
|
Q3 2024
New holding
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
275
shares
|
$160,622
0.02% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
267
shares
|
$155,949
0.06% of portfolio
|
Q4 2024
Added 0.38%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
265
shares
|
$154,781
0.01% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
264
shares
|
$154,197
0.02% of portfolio
|
Q4 2024
Reduced 50.09%
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
259
shares
|
$151,276
0.0% of portfolio
|
Q3 2024
New holding
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
258
shares
|
$150,692
0.03% of portfolio
|
Q3 2024
Added 61.25%
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
256
shares
|
$149,524
0.04% of portfolio
|
Q2 2023
New holding
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
250
shares
|
$146,020
0.01% of portfolio
|
Q1 2023
New holding
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
250
shares
|
$146,020
0.02% of portfolio
|
Q2 2021
New holding
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
250
shares
|
$146,020
0.01% of portfolio
|
Q4 2023
New holding
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
235
shares
|
$137,258
0.06% of portfolio
|
Q3 2023
New holding
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
233
shares
|
$136,090
0.01% of portfolio
|
Q2 2024
New holding
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
230
shares
|
$134,338
0.03% of portfolio
|
Q3 2021
Added 12.2%
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
228
shares
|
$133,170
0.06% of portfolio
|
Q3 2024
Added 5.56%
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
226
shares
|
$132,002
0.01% of portfolio
|
Q1 2023
New holding
|