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 |
|---|---|---|---|---|---|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
863
shares
|
$530,762
0.01% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
861
shares
|
$529,532
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 22, 2024 Q3 2024 |
857
shares
|
$527,072
0.04% of portfolio
|
Q1 2024
New holding
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Oct 21, 2024 Q3 2024 |
856
shares
|
$526,457
0.24% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
855
shares
|
$525,842
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Oct 17, 2024 Q3 2024 |
855
shares
|
$525,842
0.14% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
851
shares
|
$523,382
0.03% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Investment Research & Advisory Group, Inc.
|
Oct 23, 2024 Q3 2024 |
847
shares
|
$520,921
0.2% of portfolio
|
Q1 2020
Added 3.55%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
845
shares
|
$519,691
0.21% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
845
shares
|
$519,691
0.09% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
842
shares
|
$517,846
0.02% of portfolio
|
Q3 2024
Added 8.93%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
840
shares
|
$516,616
0.15% of portfolio
|
Q3 2024
Added 1.82%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
840
shares
|
$516,616
0.02% of portfolio
|
Q3 2024
Reduced 1.29%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
839
shares
|
$516,001
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
839
shares
|
$516,001
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
835
shares
|
$513,541
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
Nov 14, 2024 Q3 2024 |
835
shares
|
$513,541
0.0% of portfolio
|
Q3 2024
Reduced 15.23%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Oct 29, 2024 Q3 2024 |
833
shares
|
$512,311
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Oct 31, 2024 Q3 2024 |
831
shares
|
$511,081
0.08% of portfolio
|
Q3 2024
Reduced 92.94%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
830
shares
|
$510,466
0.03% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
825
shares
|
$507,391
0.02% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 10, 2024 Q3 2024 |
821
shares
|
$504,931
0.18% of portfolio
|
Q3 2024
Added 8.31%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
818
shares
|
$503,086
0.06% of portfolio
|
Q4 2022
Added 4.87%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
818
shares
|
$503,086
0.17% of portfolio
|
Q2 2020
New holding
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
816
shares
|
$501,856
0.08% of portfolio
|
Q3 2024
Reduced 41.88%
|