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 26.6 Million shares, which have been reported (via 13F filing form) to have a value of $15 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 14, 2024 Q3 2024 |
5,201
shares
|
$2.94 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 25, 2024 Q3 2024 |
5,174
shares
|
$2.93 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
5,116
shares
|
$2.89 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
5,102
shares
|
$2.89 Million
0.16% of portfolio
|
Q3 2024
Reduced 1.73%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
5,098
shares
|
$2.88 Million
0.12% of portfolio
|
Q1 2024
Reduced 0.95%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
5,058
shares
|
$2.86 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
5,040
shares
|
$2.85 Million
0.97% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
5,035
shares
|
$2.85 Million
0.16% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
5,022
shares
|
$2.84 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
4,999
shares
|
$2.83 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
4,976
shares
|
$2.81 Million
0.18% of portfolio
|
Q3 2024
Reduced 1.97%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
4,950
shares
|
$2.8 Million
1.09% of portfolio
|
Q3 2024
Added 10.89%
|
|
|
Northstar Asset Management LLC
|
Oct 30, 2024 Q3 2024 |
4,895
shares
|
$2.77 Million
0.66% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
4,890
shares
|
$2.77 Million
0.86% of portfolio
|
Q3 2024
Added 44.12%
|
|
|
Diversified Trust CO
|
Jan 07, 2025 Q4 2024 |
4,882
shares
|
$2.76 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.45%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
4,870
shares
|
$2.75 Million
1.3% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,850
shares
|
$2.74 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,841
shares
|
$2.74 Million
0.1% of portfolio
|
Q1 2024
Added 13.72%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,822
shares
|
$2.73 Million
0.08% of portfolio
|
Q3 2024
Added 176.17%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,817
shares
|
$2.72 Million
0.05% of portfolio
|
Q3 2022
Added 200.5%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 12, 2024 Q3 2024 |
4,794
shares
|
$2.71 Million
0.03% of portfolio
|
Q3 2024
Added 0.4%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 24, 2024 Q3 2024 |
4,755
shares
|
$2.69 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.98%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 15, 2024 Q3 2024 |
4,739
shares
|
$2.68 Million
1.08% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
4,721
shares
|
$2.67 Million
0.44% of portfolio
|
Q2 2024
Added 0.02%
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
4,718
shares
|
$2.67 Million
0.06% of portfolio
|
Q3 2024
Reduced 4.13%
|