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 |
|---|---|---|---|---|---|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
4,343
shares
|
$2.46 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
4,336
shares
|
$2.45 Million
1.32% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
4,300
shares
|
$2.43 Million
1.06% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
4,255
shares
|
$2.41 Million
0.71% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,235
shares
|
$2.4 Million
0.31% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Oct 18, 2024 Q3 2024 |
4,206
shares
|
$2.38 Million
1.47% of portfolio
|
Q3 2024
Reduced 2.28%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
4,200
shares
|
$2.38 Million
1.03% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
4,197
shares
|
$2.37 Million
0.07% of portfolio
|
Q1 2022
Reduced 0.97%
|
|
|
Lake Street Advisors Group, LLC
|
Oct 23, 2024 Q3 2024 |
4,196
shares
|
$2.37 Million
0.11% of portfolio
|
Q2 2024
Added 7.7%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,180
shares
|
$2.36 Million
0.07% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Nov 04, 2024 Q3 2024 |
4,150
shares
|
$2.35 Million
0.66% of portfolio
|
Q2 2023
Reduced 44.75%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,143
shares
|
$2.34 Million
0.12% of portfolio
|
Q3 2024
Reduced 57.73%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
4,123
shares
|
$2.33 Million
0.22% of portfolio
|
Q3 2024
Added 3.67%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
4,117
shares
|
$2.33 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Umb Bank, N.A.
|
Oct 08, 2024 Q3 2024 |
4,085
shares
|
$2.31 Million
0.04% of portfolio
|
Q2 2023
Reduced 0.49%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Nov 01, 2024 Q3 2024 |
4,080
shares
|
$2.31 Million
2.04% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
4,061
shares
|
$2.3 Million
0.1% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
4,055
shares
|
$2.29 Million
0.91% of portfolio
|
Q3 2024
Reduced 1.79%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
4,043
shares
|
$2.29 Million
0.23% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
4,033
shares
|
$2.28 Million
0.37% of portfolio
|
Q1 2024
Added 2.31%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 14, 2024 Q3 2024 |
4,000
shares
|
$2.26 Million
1.72% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
3,987
shares
|
$2.26 Million
0.03% of portfolio
|
Q3 2024
Added 46.15%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 15, 2024 Q3 2024 |
3,971
shares
|
$2.25 Million
2.15% of portfolio
|
Q3 2024
Added 1.9%
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
3,958
shares
|
$2.24 Million
0.23% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,928
shares
|
$2.22 Million
0.19% of portfolio
|
Q4 2024
Reduced 99.82%
|