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 1,421 institutions that hold shares in the stock, with a total of 28.5 Million shares, which have been reported (via 13F filing form) to have a value of $17.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jordan Park Group LLC
|
Nov 14, 2024 Q3 2024 |
6,660
shares
|
$4.07 Million
0.28% of portfolio
|
Q2 2024
Added 74.8%
|
|
|
Paulson Wealth Management Inc.
|
Nov 05, 2024 Q3 2024 |
6,658
shares
|
$4.07 Million
1.02% of portfolio
|
Q3 2024
Added 14.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
6,636
shares
|
$4.05 Million
0.12% of portfolio
|
Q3 2024
Reduced 30.58%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
6,596
shares
|
$4.03 Million
0.63% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
6,592
shares
|
$4.03 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
6,547
shares
|
$4 Million
0.11% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
6,544
shares
|
$4 Million
0.02% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 10, 2024 Q3 2024 |
6,514
shares
|
$3.98 Million
0.42% of portfolio
|
Q3 2024
Added 23.7%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
6,478
shares
|
$3.96 Million
0.71% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2024 Q3 2024 |
6,420
shares
|
$3.92 Million
0.03% of portfolio
|
Q3 2024
Added 22.38%
|
|
|
Steph & CO
|
Oct 15, 2024 Q3 2024 |
6,392
shares
|
$3.9 Million
1.32% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
6,365
shares
|
$3.89 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2024 Q3 2024 |
6,346
shares
|
$3.88 Million
2.67% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
6,316
shares
|
$3.86 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Rvw Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
6,303
shares
|
$3.85 Million
0.35% of portfolio
|
Q3 2024
Reduced 5.86%
|
|
|
Sepio Capital, LP
|
Nov 14, 2024 Q3 2024 |
6,300
shares
|
$3.85 Million
0.35% of portfolio
|
Q4 2020
New holding
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
6,291
shares
|
$3.84 Million
0.06% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
6,257
shares
|
$3.82 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 23, 2024 Q3 2024 |
6,254
shares
|
$3.82 Million
0.11% of portfolio
|
Q3 2024
Added 144.01%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Nov 08, 2024 Q3 2024 |
6,228
shares
|
$3.8 Million
2.74% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 12, 2024 Q3 2024 |
6,200
shares
|
$3.79 Million
1.94% of portfolio
|
Q3 2024
New holding
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
6,177
shares
|
$3.77 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.54%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
6,162
shares
|
$3.76 Million
0.01% of portfolio
|
Q3 2024
Added 4.67%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
6,140
shares
|
$3.75 Million
0.5% of portfolio
|
Q1 2023
Added 54.31%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
6,091
shares
|
$3.72 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.08%
|