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 1,419 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 $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
44
shares
|
$26,011
0.01% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
39
shares
|
$23,055
0.0% of portfolio
|
Q1 2024
Reduced 7.14%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
36
shares
|
$21,281
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Webster Bank, N. A.
|
Oct 10, 2024 Q3 2024 |
35
shares
|
$20,690
0.0% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
35
shares
|
$20,690
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
35
shares
|
$20,690
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
32
shares
|
$18,917
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Oct 18, 2024 Q3 2024 |
31
shares
|
$18,325
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
31
shares
|
$18,325
0.01% of portfolio
|
Q2 2024
Reduced 27.91%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
30
shares
|
$17,734
0.01% of portfolio
|
Q4 2022
Reduced 55.88%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
27
shares
|
$15,961
0.01% of portfolio
|
Q2 2024
Reduced 84.75%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
25
shares
|
$14,779
0.0% of portfolio
|
Q4 2021
Reduced 44.44%
|
|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
25
shares
|
$14,779
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
25
shares
|
$14,779
0.01% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
22
shares
|
$13,005
0.01% of portfolio
|
Q3 2024
Reduced 53.19%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
22
shares
|
$13,005
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Oct 29, 2024 Q3 2024 |
22
shares
|
$13,005
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
20
shares
|
$11,823
0.0% of portfolio
|
Q1 2024
Reduced 67.21%
|
|
|
Ckw Financial Group
|
Nov 13, 2024 Q3 2024 |
20
shares
|
$11,823
0.0% of portfolio
|
Q1 2022
Reduced 39.39%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
20
shares
|
$11,823
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
19
shares
|
$11,232
0.01% of portfolio
|
Q1 2023
Reduced 5.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 15, 2024 Q3 2024 |
19
shares
|
$11,232
0.0% of portfolio
|
Q2 2023
Reduced 96.25%
|
|
|
Live Oak Investment Partners
Austin, TX |
Nov 05, 2024 Q3 2024 |
19
shares
|
$11,232
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
17
shares
|
$10,049
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
16
shares
|
$9,458
0.0% of portfolio
|
Q1 2024
Reduced 82.22%
|