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 |
|---|---|---|---|---|---|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
804
shares
|
$491,010
0.02% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
803
shares
|
$490,400
0.03% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
800
shares
|
$488,568
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
800
shares
|
$488,568
0.07% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
800
shares
|
$488,568
0.0% of portfolio
|
Q3 2024
Reduced 81.17%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
799
shares
|
$487,957
0.07% of portfolio
|
Q1 2023
Reduced 4.99%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
798
shares
|
$487,346
0.07% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
798
shares
|
$487,346
0.12% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
798
shares
|
$487,346
0.12% of portfolio
|
Q3 2022
Reduced 40.14%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
797
shares
|
$486,735
0.06% of portfolio
|
Q3 2023
Added 37.89%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
797
shares
|
$486,735
0.07% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
796
shares
|
$486,125
0.16% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
791
shares
|
$483,071
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
787
shares
|
$480,628
0.24% of portfolio
|
Q2 2024
Added 117.4%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
785
shares
|
$479,407
0.33% of portfolio
|
Q1 2024
Reduced 14.78%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
783
shares
|
$478,185
0.01% of portfolio
|
Q2 2024
Reduced 8.63%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
781
shares
|
$476,964
0.16% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
|
D. Scott Neal, Inc.
|
Oct 17, 2024 Q3 2024 |
780
shares
|
$476,353
0.24% of portfolio
|
Q1 2022
Reduced 95.63%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
780
shares
|
$476,353
0.26% of portfolio
|
Q3 2021
Added 48.57%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
780
shares
|
$476,353
0.2% of portfolio
|
Q1 2023
Reduced 16.13%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
769
shares
|
$469,635
0.3% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Ayrshire Capital Management LLC
|
Oct 10, 2024 Q3 2024 |
765
shares
|
$467,193
0.22% of portfolio
|
Q3 2024
Reduced 1.92%
|
|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
765
shares
|
$467,193
0.05% of portfolio
|
Q3 2024
Reduced 30.58%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
762
shares
|
$465,361
0.04% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
762
shares
|
$465,361
0.23% of portfolio
|
Q2 2024
Reduced 1.84%
|