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 |
|---|---|---|---|---|---|
|
First Business Financial Services, Inc.
|
Nov 06, 2024 Q3 2024 |
917
shares
|
$560,021
0.05% of portfolio
|
Q1 2024
Reduced 40.88%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Nov 14, 2024 Q3 2024 |
915
shares
|
$558,799
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
909
shares
|
$555,135
0.09% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
909
shares
|
$555,135
0.01% of portfolio
|
Q3 2024
Reduced 40.16%
|
|
|
First City Capital Management, Inc.
|
Nov 07, 2024 Q3 2024 |
907
shares
|
$553,913
0.27% of portfolio
|
Q2 2024
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
906
shares
|
$553,303
0.01% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
905
shares
|
$552,692
0.11% of portfolio
|
Q4 2023
Added 0.11%
|
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
902
shares
|
$550,860
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
902
shares
|
$550,860
0.0% of portfolio
|
Q3 2024
Reduced 19.96%
|
|
|
Neumann Capital Management, LLC
|
Nov 06, 2024 Q3 2024 |
900
shares
|
$549,639
0.17% of portfolio
|
Q2 2024
Reduced 21.05%
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
900
shares
|
$549,639
0.12% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
899
shares
|
$549,028
0.09% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
892
shares
|
$544,753
0.01% of portfolio
|
Q3 2024
Added 29.84%
|
|
|
Creekside Partners
Petaluma, CA |
Nov 08, 2024 Q3 2024 |
888
shares
|
$542,310
0.26% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
884
shares
|
$539,867
0.03% of portfolio
|
Q1 2024
Reduced 6.65%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
878
shares
|
$536,203
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
873
shares
|
$533,149
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
873
shares
|
$533,149
0.18% of portfolio
|
Q4 2022
Reduced 5.93%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
872
shares
|
$532,539
0.03% of portfolio
|
Q4 2021
Reduced 1.13%
|
|
|
Montis Financial, LLC
|
Oct 10, 2024 Q3 2024 |
871
shares
|
$531,928
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
871
shares
|
$531,928
0.02% of portfolio
|
Q2 2023
Added 0.35%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
871
shares
|
$531,928
0.04% of portfolio
|
Q4 2023
Added 3.81%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
865
shares
|
$528,264
0.03% of portfolio
|
Q3 2024
Added 8.94%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
863
shares
|
$527,042
0.01% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
861
shares
|
$525,821
0.14% of portfolio
|
Q3 2024
New holding
|