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 |
|---|---|---|---|---|---|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
701
shares
|
$428,107
0.27% of portfolio
|
Q2 2022
Reduced 3.44%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
700
shares
|
$427,497
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
700
shares
|
$427,497
0.02% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
699
shares
|
$426,886
0.05% of portfolio
|
Q3 2024
Reduced 93.46%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
695
shares
|
$424,443
0.04% of portfolio
|
Q2 2023
Added 1.76%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
691
shares
|
$422,000
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
690
shares
|
$421,389
0.04% of portfolio
|
Q3 2024
Reduced 97.85%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
688
shares
|
$420,168
0.08% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
687
shares
|
$419,557
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
685
shares
|
$418,336
0.03% of portfolio
|
Q4 2023
Reduced 30.67%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
676
shares
|
$412,839
0.14% of portfolio
|
Q3 2024
Reduced 16.75%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
676
shares
|
$412,839
0.04% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
676
shares
|
$412,839
0.08% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
675
shares
|
$412,229
0.04% of portfolio
|
Q4 2022
Reduced 0.59%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
675
shares
|
$412,229
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
675
shares
|
$412,229
0.01% of portfolio
|
Q3 2021
Added 800.0%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
674
shares
|
$411,618
0.19% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
668
shares
|
$407,954
0.05% of portfolio
|
Q4 2023
Reduced 10.7%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
665
shares
|
$406,122
0.05% of portfolio
|
Q3 2024
Reduced 13.97%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
661
shares
|
$403,679
0.04% of portfolio
|
Q4 2023
Added 4.59%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
661
shares
|
$403,679
0.01% of portfolio
|
Q3 2024
Reduced 24.72%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
658
shares
|
$401,847
0.12% of portfolio
|
Q1 2022
Reduced 6.0%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
657
shares
|
$401,236
0.05% of portfolio
|
Q2 2021
Added 29.59%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
656
shares
|
$400,625
0.04% of portfolio
|
Q1 2023
Reduced 5.07%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
655
shares
|
$400,015
0.01% of portfolio
|
Q2 2024
Reduced 6.16%
|