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 1,512 institutions that hold shares in the stock, with a total of 29.1 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
675
shares
|
$394,193
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
674
shares
|
$393,609
0.19% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Patton Albertson Miller Group, LLC
|
Jan 21, 2025 Q4 2024 |
668
shares
|
$390,105
0.05% of portfolio
|
Q4 2023
Reduced 10.7%
|
|
|
Guidance Point Advisors, LLC
|
Feb 12, 2025 Q4 2024 |
668
shares
|
$390,105
0.11% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
666
shares
|
$388,937
0.01% of portfolio
|
Q4 2024
Reduced 20.9%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
661
shares
|
$386,017
0.01% of portfolio
|
Q4 2024
Added 8.01%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Feb 10, 2025 Q4 2024 |
660
shares
|
$385,433
0.01% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
658
shares
|
$384,265
0.12% of portfolio
|
Q1 2022
Reduced 6.0%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
657
shares
|
$383,681
0.05% of portfolio
|
Q2 2021
Added 29.59%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
657
shares
|
$383,681
0.01% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
656
shares
|
$383,097
0.04% of portfolio
|
Q1 2023
Reduced 5.07%
|
|
|
Spears Abacus Advisors LLC
|
Feb 12, 2025 Q4 2024 |
655
shares
|
$382,513
0.01% of portfolio
|
Q2 2024
Reduced 6.16%
|
|
|
Ledyard National Bank
|
Jan 27, 2025 Q4 2024 |
653
shares
|
$381,345
0.04% of portfolio
|
Q4 2024
Reduced 3.4%
|
|
|
Wilkins Investment Counsel Inc
|
Feb 11, 2025 Q4 2024 |
650
shares
|
$379,593
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
650
shares
|
$379,593
0.09% of portfolio
|
Q3 2024
Reduced 94.14%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 13, 2025 Q4 2024 |
650
shares
|
$379,593
0.01% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Feb 13, 2025 Q4 2024 |
650
shares
|
$379,593
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Jan 16, 2025 Q4 2024 |
649
shares
|
$379,009
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Boston Trust Walden Corp
|
Jan 24, 2025 Q4 2024 |
645
shares
|
$376,673
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Jan 23, 2025 Q4 2024 |
640
shares
|
$373,753
0.05% of portfolio
|
Q4 2024
Reduced 38.46%
|
|
|
Alpine Global Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
639
shares
|
$373,169
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
635
shares
|
$370,833
0.01% of portfolio
|
Q1 2024
Reduced 5.22%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
635
shares
|
$370,833
0.03% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
634
shares
|
$370,249
0.08% of portfolio
|
Q4 2024
Reduced 69.78%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
633
shares
|
$369,665
0.02% of portfolio
|
Q4 2024
Added 7.47%
|