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 |
|---|---|---|---|---|---|
|
Tanager Wealth Management LLP
|
Oct 22, 2024 Q3 2024 |
988
shares
|
$603,381
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
988
shares
|
$603,381
0.06% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
985
shares
|
$601,549
0.01% of portfolio
|
Q3 2024
Added 21.16%
|
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
982
shares
|
$599,717
0.04% of portfolio
|
Q1 2024
Reduced 5.76%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
979
shares
|
$597,885
0.06% of portfolio
|
Q3 2024
Added 321.98%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Nov 08, 2024 Q3 2024 |
977
shares
|
$596,663
0.29% of portfolio
|
Q2 2024
Reduced 13.0%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
974
shares
|
$594,831
0.05% of portfolio
|
Q3 2024
Added 22.82%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
970
shares
|
$592,388
0.06% of portfolio
|
Q3 2024
Reduced 3.39%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
969
shares
|
$591,777
0.06% of portfolio
|
Q3 2024
Reduced 96.22%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
969
shares
|
$591,777
0.02% of portfolio
|
Q2 2024
Added 22.81%
|
|
|
Maren Capital LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
964
shares
|
$588,724
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
962
shares
|
$587,503
0.05% of portfolio
|
Q2 2023
Added 10.83%
|
|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
956
shares
|
$583,838
0.15% of portfolio
|
Q4 2021
Reduced 30.42%
|
|
|
First Western Trust Bank
Denver, CO |
Nov 07, 2024 Q3 2024 |
949
shares
|
$579,563
0.02% of portfolio
|
Q3 2024
Reduced 34.19%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
943
shares
|
$575,899
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
941
shares
|
$574,678
0.02% of portfolio
|
Q3 2023
Reduced 2.08%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
938
shares
|
$572,845
0.09% of portfolio
|
Q1 2023
Reduced 6.2%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
932
shares
|
$569,181
0.01% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
930
shares
|
$567,960
0.31% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
929
shares
|
$567,349
0.02% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
925
shares
|
$564,906
0.01% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
925
shares
|
$564,906
0.02% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Tfg Advisers LLC
|
Oct 22, 2024 Q3 2024 |
921
shares
|
$562,463
0.19% of portfolio
|
Q3 2024
Added 6.6%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
920
shares
|
$561,853
0.01% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
917
shares
|
$560,021
0.09% of portfolio
|
Q1 2022
Reduced 24.65%
|