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 |
|---|---|---|---|---|---|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
1,079
shares
|
$658,956
0.08% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
1,071
shares
|
$654,070
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Saxon Interests, Inc.
|
Oct 08, 2024 Q3 2024 |
1,064
shares
|
$649,795
0.28% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Progressive Investment Management Corp
|
Nov 08, 2024 Q3 2024 |
1,057
shares
|
$645,520
0.15% of portfolio
|
Q4 2023
Reduced 2.13%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
1,057
shares
|
$645,520
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
1,052
shares
|
$642,466
0.06% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
1,049
shares
|
$640,634
0.02% of portfolio
|
Q3 2024
Reduced 5.32%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
1,047
shares
|
$639,413
0.05% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Institute For Wealth Management, Llc.
|
Nov 12, 2024 Q3 2024 |
1,040
shares
|
$635,138
0.08% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
1,039
shares
|
$634,527
0.01% of portfolio
|
Q4 2023
Added 0.87%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 24, 2024 Q3 2024 |
1,027
shares
|
$627,199
0.38% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
1,025
shares
|
$625,977
0.07% of portfolio
|
Q3 2024
Reduced 46.75%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
1,023
shares
|
$624,756
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Oct 15, 2024 Q3 2024 |
1,011
shares
|
$617,427
0.1% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Flagship Harbor Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,007
shares
|
$614,984
0.03% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
1,002
shares
|
$611,931
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
1,002
shares
|
$611,931
0.01% of portfolio
|
Q3 2024
Added 19.43%
|
|
|
Ghe, LLC
|
Nov 05, 2024 Q3 2024 |
1,000
shares
|
$610,710
0.21% of portfolio
|
Q4 2022
Reduced 72.8%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 21, 2024 Q3 2024 |
1,000
shares
|
$610,710
0.16% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$610,710
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Hill Investment Group Partners, LLC
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
1,000
shares
|
$610,710
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Oct 02, 2024 Q3 2024 |
994
shares
|
$607,045
0.42% of portfolio
|
Q3 2023
Reduced 26.59%
|
|
|
Vishria Bird Financial Group, LLC
|
Nov 06, 2024 Q3 2024 |
991
shares
|
$605,213
0.21% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
989
shares
|
$603,992
0.05% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
989
shares
|
$603,992
0.02% of portfolio
|
Q3 2024
Added 63.47%
|