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 |
|---|---|---|---|---|---|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
503
shares
|
$307,187
0.18% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
502
shares
|
$306,576
0.03% of portfolio
|
Q3 2024
Reduced 97.6%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
501
shares
|
$305,965
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
501
shares
|
$305,965
0.02% of portfolio
|
Q2 2024
Reduced 17.33%
|
|
|
Fusion Family Wealth LLC
|
Oct 17, 2024 Q3 2024 |
500
shares
|
$305,355
0.03% of portfolio
|
Q2 2020
Reduced 11.35%
|
|
|
J2 Capital Management Inc
|
Oct 11, 2023 Q3 2023 |
500
shares
|
$305,355
0.3% of portfolio
|
Q2 2022
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
500
shares
|
$305,355
0.0% of portfolio
|
Q4 2022
Reduced 15.97%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
500
shares
|
$305,355
0.05% of portfolio
|
Q4 2020
New holding
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
500
shares
|
$305,355
0.03% of portfolio
|
Q1 2022
New holding
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
500
shares
|
$305,355
0.2% of portfolio
|
Q3 2024
Reduced 92.45%
|
|
|
Marcum Wealth, LLC
|
Oct 08, 2024 Q3 2024 |
499
shares
|
$304,744
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
496
shares
|
$302,912
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
496
shares
|
$302,912
0.08% of portfolio
|
Q3 2024
Added 24.0%
|
|
|
Cadinha & CO LLC
|
Oct 08, 2024 Q3 2024 |
496
shares
|
$302,912
0.05% of portfolio
|
Q2 2024
Reduced 23.22%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
494
shares
|
$301,690
0.16% of portfolio
|
Q3 2023
Reduced 8.52%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
493
shares
|
$301,080
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
492
shares
|
$300,469
0.02% of portfolio
|
Q3 2023
Reduced 6.29%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
491
shares
|
$299,858
0.14% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Burney CO
Reston, VA |
Oct 18, 2024 Q3 2024 |
490
shares
|
$299,247
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
490
shares
|
$299,247
0.01% of portfolio
|
Q3 2024
Reduced 97.45%
|
|
|
Cypress Wealth Services, LLC
|
Oct 08, 2024 Q3 2024 |
485
shares
|
$296,194
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
485
shares
|
$296,194
0.03% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
484
shares
|
$295,583
0.07% of portfolio
|
Q3 2024
Added 21.91%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
484
shares
|
$295,583
0.0% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
483
shares
|
$294,972
0.01% of portfolio
|
Q3 2024
Added 0.21%
|