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 1,423 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $17.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,303
shares
|
$1.42 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
|
$1.41 Million
0.61% of portfolio
|
Q3 2024
Added 59.86%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,285
shares
|
$1.41 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
2,281
shares
|
$1.4 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,266
shares
|
$1.39 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.86%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
2,263
shares
|
$1.39 Million
0.52% of portfolio
|
Q1 2024
Reduced 27.75%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
2,252
shares
|
$1.39 Million
0.26% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
2,243
shares
|
$1.38 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
2,243
shares
|
$1.38 Million
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 08, 2024 Q3 2024 |
2,242
shares
|
$1.38 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
2,236
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,235
shares
|
$1.37 Million
0.32% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 12, 2024 Q3 2024 |
2,234
shares
|
$1.37 Million
0.07% of portfolio
|
Q1 2024
Reduced 49.2%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
2,224
shares
|
$1.37 Million
0.08% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Oct 21, 2024 Q3 2024 |
2,221
shares
|
$1.37 Million
0.56% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Oct 24, 2024 Q3 2024 |
2,216
shares
|
$1.36 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Ehrlich Financial Group
Laguna Niguel, CA |
Oct 07, 2024 Q3 2024 |
2,216
shares
|
$1.36 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Oct 23, 2024 Q3 2024 |
2,208
shares
|
$1.36 Million
0.47% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Royal Fund Management, LLC
|
Oct 08, 2024 Q3 2024 |
2,170
shares
|
$1.33 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,154
shares
|
$1.32 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
2,140
shares
|
$1.32 Million
0.36% of portfolio
|
Q3 2024
Added 81.97%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
2,137
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
2,129
shares
|
$1.31 Million
0.37% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
2,128
shares
|
$1.31 Million
0.11% of portfolio
|
Q3 2024
Reduced 3.62%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,122
shares
|
$1.31 Million
0.63% of portfolio
|
Q4 2023
New holding
|