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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
145
shares
|
$84,691
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
136
shares
|
$79,434
0.04% of portfolio
|
Q3 2023
Reduced 70.82%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
133
shares
|
$77,682
0.02% of portfolio
|
Q1 2021
Reduced 9.52%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jan 24, 2025 Q4 2024 |
131
shares
|
$76,514
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Jan 30, 2025 Q4 2024 |
130
shares
|
$75,930
0.03% of portfolio
|
Q2 2024
Reduced 35.0%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
129
shares
|
$75,346
0.01% of portfolio
|
Q4 2024
Added 50.0%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
125
shares
|
$73,010
0.01% of portfolio
|
Q4 2023
Reduced 76.15%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
125
shares
|
$73,010
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Newton One Investments LLC
|
Jan 24, 2025 Q4 2024 |
121
shares
|
$70,673
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
119
shares
|
$69,505
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
119
shares
|
$69,505
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
117
shares
|
$68,337
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
115
shares
|
$67,169
0.02% of portfolio
|
Q3 2018
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
115
shares
|
$67,169
0.01% of portfolio
|
Q3 2022
Reduced 10.85%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
114
shares
|
$66,585
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
109
shares
|
$63,664
0.01% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
105
shares
|
$61,328
0.01% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
101
shares
|
$58,992
0.0% of portfolio
|
Q3 2024
Reduced 44.51%
|
|
|
Clean Yield Group
|
Jan 13, 2025 Q4 2024 |
100
shares
|
$58,408
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
100
shares
|
$58,408
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Nov 18, 2024 Q3 2024 |
100
shares
|
$58,408
0.0% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 21, 2024 Q3 2024 |
100
shares
|
$58,408
0.01% of portfolio
|
Q1 2017
Reduced 25.0%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
100
shares
|
$58,408
0.0% of portfolio
|
Q4 2023
Reduced 50.0%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
99
shares
|
$57,823
0.03% of portfolio
|
Q3 2024
Added 76.79%
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
Nov 07, 2024 Q3 2024 |
98
shares
|
$57,239
0.04% of portfolio
|
Q3 2023
Reduced 2.97%
|