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 |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
53
shares
|
$31,668
0.0% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
53
shares
|
$31,668
0.02% of portfolio
|
Q3 2024
Reduced 90.0%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Nov 05, 2024 Q3 2024 |
52
shares
|
$31,071
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
51
shares
|
$30,473
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
50
shares
|
$29,876
0.0% of portfolio
|
Q3 2022
Reduced 16.67%
|
|
|
West Branch Capital LLC
|
Jan 17, 2025 Q4 2024 |
50
shares
|
$29,876
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
50
shares
|
$29,876
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
50
shares
|
$29,876
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 22, 2025 Q4 2024 |
50
shares
|
$29,876
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
50
shares
|
$29,876
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
West Financial Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
49
shares
|
$29,278
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
49
shares
|
$29,278
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
47
shares
|
$28,083
0.04% of portfolio
|
Q3 2023
Reduced 17.54%
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
47
shares
|
$28,083
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
46
shares
|
$27,485
0.0% of portfolio
|
Q3 2024
Added 2.22%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Oct 22, 2024 Q3 2024 |
46
shares
|
$27,485
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
44
shares
|
$26,290
0.01% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
43
shares
|
$25,693
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
40
shares
|
$23,900
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
39
shares
|
$23,303
0.0% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
35
shares
|
$20,913
0.0% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
35
shares
|
$20,913
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
35
shares
|
$20,913
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
32
shares
|
$19,120
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
31
shares
|
$18,523
0.01% of portfolio
|
Q4 2021
New holding
|