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 1,462 institutions that hold shares in the stock, with a total of 27.9 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
35
shares
|
$20,756
0.0% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Amundi
Paris, I0 |
Nov 13, 2024 Q3 2024 |
35
shares
|
$20,756
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jan 17, 2025 Q4 2024 |
35
shares
|
$20,756
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 13, 2024 Q3 2024 |
32
shares
|
$18,977
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
Jan 29, 2025 Q4 2024 |
31
shares
|
$18,384
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
31
shares
|
$18,384
0.01% of portfolio
|
Q2 2024
Reduced 27.91%
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jan 24, 2025 Q4 2024 |
30
shares
|
$17,791
0.01% of portfolio
|
Q4 2022
Reduced 55.88%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
29
shares
|
$17,198
0.0% of portfolio
|
Q4 2024
Reduced 36.96%
|
|
|
Gables Capital Management Inc.
|
Oct 24, 2024 Q3 2024 |
27
shares
|
$16,012
0.01% of portfolio
|
Q2 2024
Reduced 84.75%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
25
shares
|
$14,826
0.0% of portfolio
|
Q4 2021
Reduced 44.44%
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
25
shares
|
$14,826
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jan 06, 2025 Q4 2024 |
25
shares
|
$14,826
0.01% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Ridgewood Investments LLC
|
Jan 10, 2025 Q4 2024 |
22
shares
|
$13,046
0.01% of portfolio
|
Q3 2024
Reduced 53.19%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
22
shares
|
$13,046
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
22
shares
|
$13,046
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
20
shares
|
$11,860
0.0% of portfolio
|
Q1 2024
Reduced 67.21%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
20
shares
|
$11,860
0.0% of portfolio
|
Q1 2022
Reduced 39.39%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Nov 04, 2024 Q3 2024 |
20
shares
|
$11,860
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
20
shares
|
$11,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Nov 13, 2024 Q3 2024 |
19
shares
|
$11,267
0.01% of portfolio
|
Q1 2023
Reduced 5.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Jan 14, 2025 Q4 2024 |
19
shares
|
$11,267
0.0% of portfolio
|
Q2 2023
Reduced 96.25%
|
|
|
Live Oak Investment Partners
Austin, TX |
Feb 06, 2025 Q4 2024 |
19
shares
|
$11,267
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
18
shares
|
$10,674
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
17
shares
|
$10,081
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
16
shares
|
$9,488
0.0% of portfolio
|
Q1 2024
Reduced 82.22%
|