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 1,436 institutions that hold shares in the stock, with a total of 26.9 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,122
shares
|
$1.27 Million
0.63% of portfolio
|
Q4 2023
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
2,116
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,113
shares
|
$1.26 Million
0.7% of portfolio
|
Q3 2024
Added 4.66%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
2,112
shares
|
$1.26 Million
0.04% of portfolio
|
Q4 2024
Added 45.96%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
2,103
shares
|
$1.26 Million
0.03% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
2,101
shares
|
$1.26 Million
0.08% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
2,099
shares
|
$1.25 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
2,099
shares
|
$1.25 Million
0.09% of portfolio
|
Q4 2023
Added 9.67%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Nov 12, 2024 Q3 2024 |
2,099
shares
|
$1.25 Million
0.83% of portfolio
|
Q4 2023
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
2,098
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2024
Reduced 65.76%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,097
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Emprise Bank
Wichita, KS |
Jan 13, 2025 Q4 2024 |
2,096
shares
|
$1.25 Million
0.67% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jan 17, 2025 Q4 2024 |
2,088
shares
|
$1.25 Million
0.49% of portfolio
|
Q4 2024
Reduced 5.43%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 12, 2024 Q3 2024 |
2,087
shares
|
$1.25 Million
0.05% of portfolio
|
Q1 2024
Added 38.21%
|
|
|
Sol Capital Management CO
|
Jan 23, 2025 Q4 2024 |
2,073
shares
|
$1.24 Million
0.13% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
2,057
shares
|
$1.23 Million
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
2,055
shares
|
$1.23 Million
0.11% of portfolio
|
Q3 2024
Reduced 20.13%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
2,052
shares
|
$1.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 21.32%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jan 15, 2025 Q4 2024 |
2,051
shares
|
$1.23 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Pacific Financial Group Inc
|
Nov 13, 2024 Q3 2024 |
2,051
shares
|
$1.23 Million
0.86% of portfolio
|
Q3 2024
Reduced 5.27%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
2,048
shares
|
$1.22 Million
0.02% of portfolio
|
Q3 2024
Added 2.14%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
2,040
shares
|
$1.22 Million
0.03% of portfolio
|
Q4 2024
Added 12.58%
|
|
|
Jfs Wealth Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
2,034
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2024
Added 8.25%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
2,033
shares
|
$1.21 Million
0.03% of portfolio
|
Q3 2024
Reduced 19.52%
|
|
|
Clear Harbor Asset Management, LLC
|
Jan 16, 2025 Q4 2024 |
2,032
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2021
Added 24.51%
|