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 1,423 institutions that hold shares in the stock, with a total of 26.6 Million shares, which have been reported (via 13F filing form) to have a value of $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
14,637
shares
|
$8.28 Million
0.62% of portfolio
|
Q4 2023
Reduced 0.05%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
14,623
shares
|
$8.27 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
14,517
shares
|
$8.21 Million
0.94% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Madison Asset Management, LLC
Madison, WI |
Nov 12, 2024 Q3 2024 |
14,503
shares
|
$8.2 Million
0.1% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
14,501
shares
|
$8.2 Million
6.19% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Rmr Wealth Builders
|
Jan 10, 2025 Q4 2024 |
14,250
shares
|
$8.06 Million
0.85% of portfolio
|
Q4 2024
Added 1.6%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
14,243
shares
|
$8.06 Million
0.41% of portfolio
|
Q3 2024
Added 3.76%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
14,235
shares
|
$8.05 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.76%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
14,200
shares
|
$8.03 Million
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Montz Harcus Wealth Management LLC
|
Oct 24, 2024 Q3 2024 |
14,189
shares
|
$8.03 Million
4.77% of portfolio
|
Q3 2024
Added 0.76%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
14,180
shares
|
$8.02 Million
0.55% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Nov 06, 2024 Q3 2024 |
14,124
shares
|
$7.99 Million
0.4% of portfolio
|
Q3 2024
Reduced 26.1%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
14,081
shares
|
$7.96 Million
0.39% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
13,873
shares
|
$7.85 Million
3.92% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
13,740
shares
|
$7.77 Million
0.77% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Unionview, LLC
Seattle, WA |
Nov 06, 2024 Q3 2024 |
13,722
shares
|
$7.76 Million
6.1% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
13,680
shares
|
$7.74 Million
2.18% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
13,636
shares
|
$7.71 Million
1.08% of portfolio
|
Q3 2022
Added 4.23%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 15, 2024 Q3 2024 |
13,572
shares
|
$7.68 Million
2.28% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
13,546
shares
|
$7.66 Million
0.26% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
13,371
shares
|
$7.56 Million
0.05% of portfolio
|
Q3 2024
Added 2.8%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
13,102
shares
|
$7.41 Million
0.34% of portfolio
|
Q3 2024
Added 3.15%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
12,900
shares
|
$7.3 Million
1.1% of portfolio
|
Q3 2024
Reduced 12.91%
|
|
|
Colorado Capital Management, Inc.
|
Oct 09, 2024 Q3 2024 |
12,799
shares
|
$7.24 Million
3.6% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
12,669
shares
|
$7.17 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.97%
|