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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,116
shares
|
$1.3 Million
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,113
shares
|
$1.3 Million
0.7% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,103
shares
|
$1.29 Million
0.03% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,099
shares
|
$1.29 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
2,099
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2023
Added 9.67%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
2,099
shares
|
$1.29 Million
0.83% of portfolio
|
Q4 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,098
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2024
Reduced 65.76%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Oct 25, 2024 Q3 2024 |
2,098
shares
|
$1.29 Million
0.27% of portfolio
|
Q3 2024
Added 157.11%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,097
shares
|
$1.29 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Oct 30, 2024 Q3 2024 |
2,092
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 18.25%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
2,087
shares
|
$1.28 Million
0.05% of portfolio
|
Q1 2024
Added 38.21%
|
|
|
Sol Capital Management CO
|
Oct 22, 2024 Q3 2024 |
2,068
shares
|
$1.27 Million
0.13% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
2,057
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
2,055
shares
|
$1.26 Million
0.11% of portfolio
|
Q3 2024
Reduced 20.13%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
2,052
shares
|
$1.26 Million
0.04% of portfolio
|
Q3 2024
Reduced 21.32%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
2,051
shares
|
$1.26 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
2,051
shares
|
$1.26 Million
0.86% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
2,048
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,034
shares
|
$1.25 Million
0.08% of portfolio
|
Q2 2024
Added 8.25%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,033
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.52%
|
|
|
Clear Harbor Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
2,032
shares
|
$1.25 Million
0.1% of portfolio
|
Q4 2021
Added 24.51%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
2,028
shares
|
$1.25 Million
0.31% of portfolio
|
Q3 2024
Added 18.32%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
2,019
shares
|
$1.24 Million
0.46% of portfolio
|
Q4 2023
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
2,000
shares
|
$1.23 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
1,990
shares
|
$1.22 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.85%
|