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 |
|---|---|---|---|---|---|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 17, 2024 Q3 2024 |
4,691
shares
|
$2.86 Million
0.88% of portfolio
|
Q1 2024
Added 2.58%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
4,689
shares
|
$2.86 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 24, 2024 Q3 2024 |
4,657
shares
|
$2.84 Million
1.53% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
4,648
shares
|
$2.84 Million
0.12% of portfolio
|
Q3 2024
Reduced 25.55%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
4,645
shares
|
$2.84 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Courier Capital LLC
|
Oct 22, 2024 Q3 2024 |
4,617
shares
|
$2.82 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,587
shares
|
$2.8 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
4,579
shares
|
$2.8 Million
0.29% of portfolio
|
Q3 2024
Reduced 32.53%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
4,576
shares
|
$2.79 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
4,560
shares
|
$2.78 Million
0.64% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Gilman Hill Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
4,556
shares
|
$2.78 Million
0.44% of portfolio
|
Q3 2024
Reduced 7.42%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
4,554
shares
|
$2.78 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
4,534
shares
|
$2.77 Million
1.85% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
4,513
shares
|
$2.76 Million
0.03% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
4,500
shares
|
$2.75 Million
0.62% of portfolio
|
Q4 2018
New holding
|
|
|
Graypoint LLC
|
Oct 31, 2024 Q3 2024 |
4,497
shares
|
$2.75 Million
0.17% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Davidson Trust CO
|
Nov 13, 2024 Q3 2024 |
4,495
shares
|
$2.75 Million
1.33% of portfolio
|
Q4 2022
Reduced 0.22%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
4,472
shares
|
$2.73 Million
0.3% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
4,472
shares
|
$2.73 Million
0.14% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,430
shares
|
$2.71 Million
0.04% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
4,428
shares
|
$2.7 Million
0.02% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
4,359
shares
|
$2.66 Million
0.95% of portfolio
|
Q1 2024
Reduced 36.89%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,349
shares
|
$2.66 Million
0.73% of portfolio
|
Q1 2023
Reduced 0.21%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
4,343
shares
|
$2.65 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
4,336
shares
|
$2.65 Million
1.32% of portfolio
|
Q3 2024
Reduced 3.34%
|