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 |
|---|---|---|---|---|---|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
1,666
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2023
Reduced 2.52%
|
|
|
Sawgrass Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
1,655
shares
|
$1.02 Million
0.1% of portfolio
|
Q4 2022
Reduced 2.07%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
1,654
shares
|
$1.02 Million
0.01% of portfolio
|
Q3 2024
Reduced 68.22%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
1,651
shares
|
$1.02 Million
0.07% of portfolio
|
Q1 2024
Added 0.55%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,645
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2024
Reduced 19.56%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
1,642
shares
|
$1.01 Million
0.06% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
1,628
shares
|
$1 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Gator Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,616
shares
|
$993,872
0.41% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
1,608
shares
|
$988,952
0.05% of portfolio
|
Q3 2024
Reduced 81.03%
|
|
|
Orgel Wealth Management, LLC
|
Oct 17, 2024 Q3 2024 |
1,606
shares
|
$987,722
0.02% of portfolio
|
Q3 2024
Added 26.66%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,605
shares
|
$987,107
0.23% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
1,604
shares
|
$986,492
0.03% of portfolio
|
Q1 2024
Reduced 2.14%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
1,597
shares
|
$982,186
0.04% of portfolio
|
Q1 2024
Reduced 10.13%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
1,595
shares
|
$980,956
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Long Road Investment Counsel, LLC
|
Nov 06, 2024 Q3 2024 |
1,590
shares
|
$977,881
0.36% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
1,587
shares
|
$976,036
0.07% of portfolio
|
Q3 2024
Reduced 67.42%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
1,575
shares
|
$968,656
0.08% of portfolio
|
Q3 2024
Added 2.94%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
1,572
shares
|
$966,811
0.41% of portfolio
|
Q3 2024
Reduced 8.02%
|
|
|
Trinity Point Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,569
shares
|
$964,966
0.13% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 30, 2024 Q3 2024 |
1,560
shares
|
$959,431
0.11% of portfolio
|
Q4 2023
Reduced 0.64%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 24, 2024 Q3 2024 |
1,555
shares
|
$956,356
0.14% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Vera Bank, N.A.
|
Nov 04, 2024 Q3 2024 |
1,545
shares
|
$950,205
0.27% of portfolio
|
Q3 2022
Reduced 1.47%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
1,544
shares
|
$949,590
0.07% of portfolio
|
Q3 2024
Added 38.48%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
1,537
shares
|
$945,285
0.98% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,534
shares
|
$943,440
0.18% of portfolio
|
Q4 2023
Reduced 3.16%
|