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 |
---|---|---|---|---|---|
Newport Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
9,056
shares
|
$5.57 Million
3.8% of portfolio
|
Q3 2024
Added 2.61%
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
9,046
shares
|
$5.56 Million
0.15% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
9,036
shares
|
$5.56 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
8,904
shares
|
$5.48 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
Ti Trust, Inc
|
Nov 04, 2024 Q3 2024 |
8,708
shares
|
$5.36 Million
3.55% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
Nbw Capital LLC
|
Nov 04, 2024 Q3 2024 |
8,698
shares
|
$5.35 Million
0.97% of portfolio
|
Q3 2024
Added 9.26%
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
8,415
shares
|
$5.18 Million
0.03% of portfolio
|
Q3 2024
Added 0.71%
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
8,406
shares
|
$5.17 Million
0.13% of portfolio
|
Q3 2024
Reduced 38.94%
|
|
Cmg Global Holdings, LLC
|
Nov 12, 2024 Q3 2024 |
8,350
shares
|
$5.14 Million
2.82% of portfolio
|
Q3 2024
Added 0.61%
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
8,266
shares
|
$5.08 Million
0.41% of portfolio
|
Q3 2024
Reduced 4.18%
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Oct 15, 2024 Q3 2024 |
8,223
shares
|
$5.06 Million
2.53% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
8,220
shares
|
$5.06 Million
0.66% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
8,152
shares
|
$5.01 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.4%
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
8,133
shares
|
$5 Million
1.91% of portfolio
|
Q3 2024
Added 0.27%
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
8,075
shares
|
$4.97 Million
0.07% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
Benchmark Financial Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
8,053
shares
|
$4.95 Million
1.53% of portfolio
|
Q3 2024
Added 2.38%
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
8,038
shares
|
$4.94 Million
1.98% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
8,014
shares
|
$4.93 Million
0.18% of portfolio
|
Q3 2024
Added 28.43%
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
7,980
shares
|
$4.91 Million
1.96% of portfolio
|
Q3 2024
Reduced 5.16%
|
|
Bay Rivers Group
|
Oct 25, 2024 Q3 2024 |
7,969
shares
|
$4.9 Million
2.27% of portfolio
|
Q3 2024
Added 0.42%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
7,811
shares
|
$4.8 Million
0.21% of portfolio
|
Q3 2024
Added 0.19%
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
7,754
shares
|
$4.77 Million
0.29% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
Weil Company, Inc.
|
Nov 04, 2024 Q3 2024 |
7,702
shares
|
$4.74 Million
1.54% of portfolio
|
Q3 2024
Reduced 4.06%
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
7,697
shares
|
$4.73 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
7,669
shares
|
$4.72 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.79%
|