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 1,371 institutions that hold shares in the stock, with a total of 26.6 Million shares, which have been reported (via 13F filing form) to have a value of $14.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
2,412,897
shares
|
$1.29 Billion
0.13% of portfolio
|
Q1 2024
Added 19.29%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1,634,748
shares
|
$872 Million
0.07% of portfolio
|
Q1 2024
Added 5.81%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
1,362,552
shares
|
$727 Million
0.18% of portfolio
|
Q1 2024
Reduced 7.72%
|
|
|
Northern Trust Corp
Chicago, IL |
May 14, 2024 Q1 2024 |
1,114,521
shares
|
$594 Million
0.11% of portfolio
|
Q1 2024
Reduced 3.14%
|
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
1,069,012
shares
|
$570 Million
0.83% of portfolio
|
Q1 2024
Reduced 1.17%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
963,113
shares
|
$514 Million
2.82% of portfolio
|
Q2 2023
Reduced 99.8%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 13, 2024 Q1 2024 |
950,260
shares
|
$507 Million
2.5% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
784,857
shares
|
$419 Million
0.1% of portfolio
|
Q1 2024
Added 58.89%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 10, 2024 Q1 2024 |
777,272
shares
|
$415 Million
0.3% of portfolio
|
Q1 2024
Reduced 0.57%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
621,738
shares
|
$332 Million
0.09% of portfolio
|
Q1 2024
Added 1.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
588,719
shares
|
$314 Million
0.34% of portfolio
|
Q1 2024
Added 13.05%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
572,912
shares
|
$306 Million
0.06% of portfolio
|
Q1 2024
Added 47.68%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
487,591
shares
|
$260 Million
0.14% of portfolio
|
Q1 2023
Added 2.15%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 10, 2024 Q1 2024 |
371,678
shares
|
$198 Million
0.02% of portfolio
|
Q1 2024
Added 0.24%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
356,786
shares
|
$190 Million
0.14% of portfolio
|
Q1 2024
Reduced 10.78%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 14, 2024 Q1 2024 |
289,865
shares
|
$155 Million
0.06% of portfolio
|
Q1 2024
Added 97.22%
|
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
265,473
shares
|
$142 Million
0.16% of portfolio
|
Q1 2024
Added 1.76%
|
|
|
Arvest Trust CO N A
Rogers, AR |
May 14, 2024 Q1 2024 |
257,439
shares
|
$137 Million
9.03% of portfolio
|
Q1 2024
Reduced 2.1%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 09, 2024 Q1 2024 |
257,105
shares
|
$137 Million
0.22% of portfolio
|
Q1 2024
Reduced -0.0%
|
|
|
Conservest Capital Advisors, Inc.
|
May 02, 2024 Q1 2024 |
242,106
shares
|
$129 Million
13.74% of portfolio
|
Q1 2024
Reduced 5.14%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Apr 12, 2024 Q1 2024 |
220,952
shares
|
$118 Million
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Mai Capital Management
|
May 08, 2024 Q1 2024 |
206,272
shares
|
$110 Million
1.23% of portfolio
|
Q1 2024
Added 1.62%
|
|
|
Citigroup Inc
|
May 10, 2024 Q1 2024 |
188,603
shares
|
$101 Million
0.07% of portfolio
|
Q1 2024
Added 15.04%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
174,692
shares
|
$93.2 Million
0.23% of portfolio
|
Q3 2023
Reduced 10.65%
|
|
|
Welch & Forbes LLC
|
May 02, 2024 Q1 2024 |
153,690
shares
|
$82 Million
1.19% of portfolio
|
Q1 2024
Reduced 16.98%
|
|