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 |
|---|---|---|---|---|---|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,654
shares
|
$1.62 Million
0.1% of portfolio
|
Q3 2022
Reduced 9.17%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
2,643
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,638
shares
|
$1.61 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 15, 2024 Q3 2024 |
2,638
shares
|
$1.61 Million
0.35% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
2,625
shares
|
$1.6 Million
0.77% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
2,600
shares
|
$1.59 Million
0.17% of portfolio
|
Q2 2023
Reduced 26.76%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,596
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2023
Added 8.39%
|
|
|
Fiducient Advisors LLC
|
Oct 25, 2024 Q3 2024 |
2,589
shares
|
$1.58 Million
0.17% of portfolio
|
Q3 2024
Added 8.51%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
2,589
shares
|
$1.58 Million
0.11% of portfolio
|
Q3 2024
Added 17.63%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Oct 09, 2024 Q3 2024 |
2,578
shares
|
$1.57 Million
0.74% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,569
shares
|
$1.57 Million
0.27% of portfolio
|
Q2 2022
Added 2.03%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
2,560
shares
|
$1.56 Million
0.1% of portfolio
|
Q3 2024
Reduced 24.28%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
2,550
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2024
Added 5.42%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
2,544
shares
|
$1.55 Million
0.13% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
2,530
shares
|
$1.55 Million
0.37% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
2,528
shares
|
$1.54 Million
0.04% of portfolio
|
Q2 2024
Added 4.98%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
2,528
shares
|
$1.54 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 15, 2024 Q3 2024 |
2,526
shares
|
$1.54 Million
0.19% of portfolio
|
Q3 2024
Added 96.12%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,524
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2024
Added 153.16%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
2,521
shares
|
$1.54 Million
0.09% of portfolio
|
Q4 2023
Added 0.08%
|
|
|
Ars Investment Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,504
shares
|
$1.53 Million
0.15% of portfolio
|
Q3 2024
Added 10.07%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
2,500
shares
|
$1.53 Million
0.51% of portfolio
|
Q2 2024
New holding
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
2,500
shares
|
$1.53 Million
0.51% of portfolio
|
Q1 2024
Added 0.04%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,482
shares
|
$1.52 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
2,477
shares
|
$1.51 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.13%
|