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 |
|---|---|---|---|---|---|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 25, 2024 Q3 2024 |
3,857
shares
|
$2.36 Million
1.25% of portfolio
|
Q4 2023
Added 0.16%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
3,853
shares
|
$2.35 Million
1.56% of portfolio
|
Q1 2024
Reduced 1.03%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
3,852
shares
|
$2.35 Million
1.31% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
3,848
shares
|
$2.35 Million
0.23% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Caprock Group, Inc.
|
Nov 07, 2024 Q3 2024 |
3,819
shares
|
$2.33 Million
0.08% of portfolio
|
Q2 2024
Reduced 0.08%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 07, 2023 Q3 2023 |
3,789
shares
|
$2.31 Million
2.09% of portfolio
|
Q4 2021
New holding
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
3,787
shares
|
$2.31 Million
0.3% of portfolio
|
Q3 2024
Reduced 74.93%
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Nov 14, 2024 Q3 2024 |
3,778
shares
|
$2.31 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Wesbanco Bank Inc
|
Oct 11, 2024 Q3 2024 |
3,774
shares
|
$2.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
3,771
shares
|
$2.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 13, 2024 Q3 2024 |
3,765
shares
|
$2.3 Million
0.82% of portfolio
|
Q1 2024
Reduced 17.07%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
3,753
shares
|
$2.29 Million
0.07% of portfolio
|
Q3 2024
Added 56.7%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
3,736
shares
|
$2.28 Million
0.06% of portfolio
|
Q3 2024
Added 347.96%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
3,728
shares
|
$2.28 Million
0.53% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Arizona Psprs Trust
Phoenix, AZ |
Nov 14, 2024 Q3 2024 |
3,700
shares
|
$2.26 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
3,681
shares
|
$2.25 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
3,655
shares
|
$2.23 Million
0.74% of portfolio
|
Q1 2023
Reduced 1.35%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
3,629
shares
|
$2.22 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Oct 15, 2024 Q3 2024 |
3,612
shares
|
$2.21 Million
1.37% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
3,601
shares
|
$2.2 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,590
shares
|
$2.19 Million
0.12% of portfolio
|
Q3 2022
Reduced 2.05%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
3,581
shares
|
$2.19 Million
0.24% of portfolio
|
Q3 2024
Reduced 0.14%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
3,568
shares
|
$2.18 Million
0.01% of portfolio
|
Q3 2024
Added 6.0%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
3,556
shares
|
$2.17 Million
0.48% of portfolio
|
Q3 2024
Reduced 7.4%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
3,539
shares
|
$2.16 Million
0.1% of portfolio
|
Q3 2024
Added 1.43%
|