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 |
|---|---|---|---|---|---|
|
Portland Global Advisors LLC
|
Nov 13, 2024 Q3 2024 |
71,661
shares
|
$43.8 Million
5.15% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
69,509
shares
|
$42.4 Million
0.04% of portfolio
|
Q3 2024
Added 23.22%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
69,479
shares
|
$42.4 Million
0.12% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
69,160
shares
|
$42.2 Million
1.58% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
68,709
shares
|
$42 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
66,564
shares
|
$40.7 Million
0.99% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
66,062
shares
|
$40.3 Million
0.09% of portfolio
|
Q3 2024
Reduced 14.19%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
65,668
shares
|
$40.1 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
65,142
shares
|
$39.8 Million
0.59% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Divergent Planning, LLC
|
Oct 07, 2024 Q3 2024 |
63,830
shares
|
$39 Million
13.55% of portfolio
|
Q3 2024
Added 3.07%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
62,215
shares
|
$38 Million
0.11% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
62,181
shares
|
$38 Million
0.71% of portfolio
|
Q4 2022
Added 1.06%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
62,051
shares
|
$37.9 Million
0.52% of portfolio
|
Q4 2023
Added 43.9%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
61,650
shares
|
$37.7 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.06%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
61,086
shares
|
$37.3 Million
1.0% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
60,612
shares
|
$37 Million
3.34% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
59,947
shares
|
$36.6 Million
0.08% of portfolio
|
Q3 2024
Reduced 10.6%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Oct 31, 2024 Q3 2024 |
59,438
shares
|
$36.3 Million
4.75% of portfolio
|
Q3 2024
Added 1.11%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
57,004
shares
|
$34.8 Million
0.47% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
56,045
shares
|
$34.2 Million
0.0% of portfolio
|
Q2 2024
Added 56.84%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
54,604
shares
|
$33.3 Million
1.69% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
53,868
shares
|
$32.9 Million
0.06% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Heritage Investors Management Corp
|
Oct 30, 2024 Q3 2024 |
52,313
shares
|
$31.9 Million
0.99% of portfolio
|
Q3 2024
Reduced 3.05%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
51,845
shares
|
$31.7 Million
0.47% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Oldfather Financial Services, LLC
|
Oct 28, 2024 Q3 2024 |
51,789
shares
|
$31.6 Million
11.36% of portfolio
|
Q3 2024
Reduced 0.46%
|