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 |
|---|---|---|---|---|---|
|
Tudor Financial Inc.
Dayton, OH |
Nov 21, 2024 Q3 2024 |
2,471
shares
|
$1.51 Million
0.87% of portfolio
|
Q3 2024
New holding
|
|
|
Braun Stacey Associates Inc
|
Nov 07, 2024 Q3 2024 |
2,456
shares
|
$1.5 Million
0.06% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
2,451
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2024
Added 74.2%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
2,446
shares
|
$1.49 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
2,441
shares
|
$1.49 Million
0.27% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
2,428
shares
|
$1.48 Million
0.8% of portfolio
|
Q2 2024
Reduced 9.03%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
2,414
shares
|
$1.47 Million
0.06% of portfolio
|
Q3 2024
Added 11.09%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
2,414
shares
|
$1.47 Million
0.24% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
2,413
shares
|
$1.47 Million
0.0% of portfolio
|
Q3 2024
Added 176.4%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
2,410
shares
|
$1.47 Million
0.08% of portfolio
|
Q2 2024
Reduced 20.65%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Oct 31, 2024 Q3 2024 |
2,403
shares
|
$1.47 Million
0.13% of portfolio
|
Q3 2022
Reduced 1.15%
|
|
|
Saxony Capital Management, LLC
St. Louis, MO |
Oct 22, 2024 Q3 2024 |
2,401
shares
|
$1.47 Million
1.25% of portfolio
|
Q3 2024
Reduced 10.31%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
2,376
shares
|
$1.45 Million
0.08% of portfolio
|
Q3 2024
Reduced 56.94%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
2,373
shares
|
$1.45 Million
1.34% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
2,371
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2024
Added 24.99%
|
|
|
Triumph Capital Management
|
Apr 25, 2024 Q1 2024 |
2,357
shares
|
$1.44 Million
0.56% of portfolio
|
Q1 2024
Added 53.15%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
2,356
shares
|
$1.44 Million
0.09% of portfolio
|
Q2 2024
Reduced 19.73%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
2,339
shares
|
$1.43 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
2,335
shares
|
$1.43 Million
0.57% of portfolio
|
Q3 2024
Reduced 35.9%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
2,332
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Added 3.6%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Oct 25, 2024 Q3 2024 |
2,328
shares
|
$1.42 Million
0.16% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
2,319
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,303
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2024
Added 50.03%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
2,286
shares
|
$1.4 Million
0.61% of portfolio
|
Q3 2024
Added 59.86%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,285
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.82%
|