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 1,512 institutions that hold shares in the stock, with a total of 29.1 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
2,236
shares
|
$1.31 Million
1.28% of portfolio
|
Q4 2024
Reduced 5.77%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
2,235
shares
|
$1.31 Million
0.32% of portfolio
|
Q3 2024
Added 3.42%
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
2,224
shares
|
$1.3 Million
0.07% of portfolio
|
Q4 2023
Reduced 0.89%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
2,217
shares
|
$1.29 Million
0.11% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
2,214
shares
|
$1.29 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
2,213
shares
|
$1.29 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Feb 07, 2025 Q4 2024 |
2,197
shares
|
$1.28 Million
0.09% of portfolio
|
Q4 2024
Added 6.81%
|
|
|
Gryphon Financial Partners LLC
|
Feb 06, 2025 Q4 2024 |
2,165
shares
|
$1.26 Million
0.18% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Feb 07, 2025 Q4 2024 |
2,156
shares
|
$1.26 Million
0.37% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,154
shares
|
$1.26 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,122
shares
|
$1.24 Million
0.63% of portfolio
|
Q4 2023
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,116
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
2,112
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Added 45.96%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,101
shares
|
$1.23 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Feb 10, 2025 Q4 2024 |
2,099
shares
|
$1.23 Million
0.83% of portfolio
|
Q4 2023
New holding
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,097
shares
|
$1.22 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
2,096
shares
|
$1.22 Million
0.67% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
2,095
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Feb 11, 2025 Q4 2024 |
2,092
shares
|
$1.22 Million
1.04% of portfolio
|
Q4 2024
New holding
|
|
|
Sage Mountain Advisors LLC
|
Feb 07, 2025 Q4 2024 |
2,088
shares
|
$1.22 Million
0.09% of portfolio
|
Q4 2024
Added 75.46%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
2,088
shares
|
$1.22 Million
0.49% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Feb 13, 2025 Q4 2024 |
2,087
shares
|
$1.22 Million
0.07% of portfolio
|
Q1 2024
Added 38.21%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Feb 14, 2025 Q4 2024 |
2,084
shares
|
$1.22 Million
0.36% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Alpha Star Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
2,082
shares
|
$1.22 Million
0.13% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
2,073
shares
|
$1.21 Million
0.13% of portfolio
|
Q4 2024
Added 0.24%
|