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 |
|---|---|---|---|---|---|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 13, 2024 Q3 2024 |
539
shares
|
$331,495
0.04% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
538
shares
|
$330,880
0.05% of portfolio
|
Q4 2021
Reduced 9.88%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 18, 2024 Q3 2024 |
535
shares
|
$329,035
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
535
shares
|
$329,035
0.1% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
533
shares
|
$327,805
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Oct 09, 2024 Q3 2024 |
532
shares
|
$327,190
0.26% of portfolio
|
Q3 2024
Reduced 67.12%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
529
shares
|
$325,345
0.04% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
526
shares
|
$323,500
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Oct 08, 2024 Q3 2024 |
526
shares
|
$323,500
0.35% of portfolio
|
Q2 2023
Added 6.05%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
526
shares
|
$323,500
0.0% of portfolio
|
Q3 2024
Added 15.86%
|
|
|
Asset Planning Corporation
|
Oct 21, 2024 Q3 2024 |
525
shares
|
$322,885
0.2% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Wedmont Private Capital
|
Oct 08, 2024 Q3 2024 |
524
shares
|
$322,270
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 30, 2024 Q3 2024 |
523
shares
|
$321,655
0.06% of portfolio
|
Q2 2023
Reduced 1.88%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
523
shares
|
$321,655
0.14% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2024 Q3 2024 |
522
shares
|
$321,040
0.05% of portfolio
|
Q1 2022
Reduced 2.79%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
521
shares
|
$320,425
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
520
shares
|
$319,810
0.08% of portfolio
|
Q3 2023
Added 5.05%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
520
shares
|
$319,810
0.17% of portfolio
|
Q2 2024
Reduced 2.07%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
517
shares
|
$317,965
0.08% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
516
shares
|
$317,350
0.03% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Libra Wealth LLC
|
Oct 23, 2024 Q3 2024 |
515
shares
|
$316,735
0.12% of portfolio
|
Q3 2022
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Nov 15, 2024 Q3 2024 |
513
shares
|
$315,505
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
510
shares
|
$313,660
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
508
shares
|
$312,430
0.03% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
508
shares
|
$312,430
0.08% of portfolio
|
Q4 2023
New holding
|