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 1,436 institutions that hold shares in the stock, with a total of 26.9 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
180
shares
|
$107,553
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
177
shares
|
$105,761
0.01% of portfolio
|
Q4 2023
Reduced 19.55%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
177
shares
|
$105,761
0.04% of portfolio
|
Q4 2018
Added 115.85%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
172
shares
|
$102,773
0.06% of portfolio
|
Q2 2020
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
164
shares
|
$97,993
0.03% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
164
shares
|
$97,993
0.07% of portfolio
|
Q2 2023
Added 33.33%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
162
shares
|
$96,798
0.02% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
159
shares
|
$95,005
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
150
shares
|
$89,628
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
150
shares
|
$89,628
0.01% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
145
shares
|
$86,640
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
136
shares
|
$81,262
0.04% of portfolio
|
Q3 2023
Reduced 70.82%
|
|
|
Activest Wealth Management
|
Nov 12, 2024 Q3 2024 |
133
shares
|
$79,470
0.03% of portfolio
|
Q3 2024
Added 454.17%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
133
shares
|
$79,470
0.02% of portfolio
|
Q1 2021
Reduced 9.52%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
131
shares
|
$78,275
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
130
shares
|
$77,677
0.03% of portfolio
|
Q2 2024
Reduced 35.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
129
shares
|
$77,080
0.01% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
125
shares
|
$74,690
0.01% of portfolio
|
Q4 2023
Reduced 76.15%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
125
shares
|
$74,690
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
119
shares
|
$71,104
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
119
shares
|
$71,104
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
117
shares
|
$69,909
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
115
shares
|
$68,714
0.02% of portfolio
|
Q3 2018
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
115
shares
|
$68,714
0.01% of portfolio
|
Q3 2022
Reduced 10.85%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
114
shares
|
$68,117
0.04% of portfolio
|
Q4 2023
New holding
|