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 1,448 institutions that hold shares in the stock, with a total of 27.4 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
304
shares
|
$181,308
0.01% of portfolio
|
Q4 2024
Reduced 16.94%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
304
shares
|
$181,308
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
300
shares
|
$178,923
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
285
shares
|
$169,976
0.0% of portfolio
|
Q4 2024
Reduced 93.02%
|
|
|
Flaharty Asset Management, LLC
|
Oct 18, 2024 Q3 2024 |
278
shares
|
$165,801
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
275
shares
|
$164,012
0.02% of portfolio
|
Q3 2024
Reduced 9.84%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
267
shares
|
$159,241
0.06% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
265
shares
|
$158,048
0.01% of portfolio
|
Q1 2024
Reduced 2.93%
|
|
|
American National Bank
|
Jan 14, 2025 Q4 2024 |
264
shares
|
$157,452
0.02% of portfolio
|
Q4 2024
Reduced 50.09%
|
|
|
Macquarie Group LTD
Australia, C3 |
Nov 14, 2024 Q3 2024 |
259
shares
|
$154,470
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
258
shares
|
$153,873
0.03% of portfolio
|
Q3 2024
Added 61.25%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
256
shares
|
$152,680
0.04% of portfolio
|
Q2 2023
New holding
|
|
|
Foster Dykema Cabot & CO Inc
|
Nov 14, 2023 Q3 2023 |
250
shares
|
$149,102
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Jan 23, 2025 Q4 2024 |
250
shares
|
$149,102
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Nov 12, 2024 Q3 2024 |
250
shares
|
$149,102
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Jan 15, 2025 Q4 2024 |
235
shares
|
$140,156
0.06% of portfolio
|
Q3 2023
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
233
shares
|
$138,963
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
230
shares
|
$137,174
0.03% of portfolio
|
Q3 2021
Added 12.2%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
228
shares
|
$135,981
0.06% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
226
shares
|
$134,788
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Prairie View Partners, LLC
|
Jan 29, 2025 Q4 2024 |
225
shares
|
$134,192
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
222
shares
|
$132,403
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
Jan 28, 2025 Q4 2024 |
213
shares
|
$127,035
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
211
shares
|
$125,842
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
201
shares
|
$119,878
0.02% of portfolio
|
Q2 2024
Added 128.41%
|