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 |
|---|---|---|---|---|---|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
484
shares
|
$297,669
0.0% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
483
shares
|
$297,054
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
483
shares
|
$297,054
0.07% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
481
shares
|
$295,824
0.02% of portfolio
|
Q2 2024
Reduced 21.28%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
480
shares
|
$295,209
0.04% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
478
shares
|
$293,979
0.01% of portfolio
|
Q4 2023
Reduced 10.82%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
477
shares
|
$293,364
0.01% of portfolio
|
Q2 2024
Added 29.62%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
477
shares
|
$293,364
0.19% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Hanson & Doremus Investment Management
|
Oct 17, 2024 Q3 2024 |
475
shares
|
$292,134
0.04% of portfolio
|
Q2 2022
Reduced 5.0%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
474
shares
|
$291,519
0.02% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
473
shares
|
$290,904
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
471
shares
|
$289,674
0.03% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
470
shares
|
$289,059
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
469
shares
|
$288,444
0.05% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
466
shares
|
$286,599
0.03% of portfolio
|
Q4 2023
Added 3.1%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
466
shares
|
$286,599
0.02% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
465
shares
|
$285,984
0.08% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
465
shares
|
$285,984
0.08% of portfolio
|
Q1 2024
Reduced 12.59%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
465
shares
|
$285,984
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Oct 31, 2024 Q3 2024 |
465
shares
|
$285,984
0.03% of portfolio
|
Q4 2023
Reduced 29.22%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
464
shares
|
$285,369
0.03% of portfolio
|
Q3 2024
Added 15.71%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
464
shares
|
$285,369
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
464
shares
|
$285,369
0.04% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
463
shares
|
$284,754
0.19% of portfolio
|
Q3 2024
Reduced 12.14%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
460
shares
|
$282,909
0.09% of portfolio
|
Q2 2024
New holding
|