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 |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
654
shares
|
$399,404
0.02% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
654
shares
|
$399,404
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
650
shares
|
$396,961
0.09% of portfolio
|
Q3 2024
Reduced 94.14%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
650
shares
|
$396,961
0.01% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
650
shares
|
$396,961
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
649
shares
|
$396,350
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
645
shares
|
$393,907
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
643
shares
|
$392,686
0.11% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Rise Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
639
shares
|
$390,243
0.18% of portfolio
|
Q3 2024
Added 1.75%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
638
shares
|
$389,632
0.01% of portfolio
|
Q2 2024
Added 12.72%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
635
shares
|
$387,800
0.01% of portfolio
|
Q1 2024
Reduced 5.22%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
635
shares
|
$387,800
0.03% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
633
shares
|
$386,579
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
629
shares
|
$384,136
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
624
shares
|
$381,083
0.07% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
623
shares
|
$380,472
0.1% of portfolio
|
Q1 2024
Added 94.08%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
620
shares
|
$378,640
0.01% of portfolio
|
Q3 2024
Added 884.13%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
619
shares
|
$378,029
0.03% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
616
shares
|
$376,197
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Cortland Associates Inc
|
Oct 29, 2024 Q3 2024 |
615
shares
|
$375,586
0.05% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
613
shares
|
$374,365
0.24% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
612
shares
|
$373,754
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
610
shares
|
$372,533
0.0% of portfolio
|
Q3 2024
Reduced 54.81%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
609
shares
|
$371,922
0.02% of portfolio
|
Q3 2024
Reduced 84.87%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
608
shares
|
$371,311
0.18% of portfolio
|
Q3 2024
Reduced 3.34%
|