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 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $17.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
12,669
shares
|
$7.79 Million
1.35% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Nov 14, 2024 Q3 2024 |
12,500
shares
|
$7.69 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
12,245
shares
|
$7.53 Million
0.08% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
12,238
shares
|
$7.53 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
12,126
shares
|
$7.46 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,087
shares
|
$7.43 Million
1.93% of portfolio
|
Q3 2024
Added 726.74%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
11,880
shares
|
$7.31 Million
0.86% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
11,653
shares
|
$7.17 Million
0.37% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Tkg Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
11,652
shares
|
$7.17 Million
3.38% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
11,611
shares
|
$7.14 Million
0.64% of portfolio
|
Q3 2024
Added 1.08%
|
|
|
Palisade Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,572
shares
|
$7.12 Million
0.65% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
11,450
shares
|
$7.04 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Hanover Advisors Inc
Seneca, SC |
Nov 14, 2024 Q3 2024 |
11,071
shares
|
$6.81 Million
2.65% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
11,032
shares
|
$6.78 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
11,018
shares
|
$6.78 Million
0.18% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Latigo Investments, LLC
|
Nov 13, 2024 Q3 2024 |
10,962
shares
|
$6.74 Million
3.08% of portfolio
|
Q4 2022
New holding
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
10,871
shares
|
$6.69 Million
0.74% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
10,770
shares
|
$6.62 Million
2.37% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
10,760
shares
|
$6.62 Million
1.41% of portfolio
|
Q3 2024
Reduced 0.23%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
10,690
shares
|
$6.57 Million
0.31% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
10,382
shares
|
$6.39 Million
0.11% of portfolio
|
Q3 2024
Added 1003.29%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2024 Q3 2024 |
10,356
shares
|
$6.37 Million
0.07% of portfolio
|
Q3 2024
Added 30.74%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
10,350
shares
|
$6.37 Million
1.23% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
10,268
shares
|
$6.32 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
10,169
shares
|
$6.25 Million
0.51% of portfolio
|
Q4 2023
Reduced 0.43%
|