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 |
|---|---|---|---|---|---|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Oct 30, 2024 Q3 2024 |
1,990
shares
|
$1.13 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.85%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
1,990
shares
|
$1.13 Million
0.4% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Bill Few Associates, Inc.
|
Oct 15, 2024 Q3 2024 |
1,988
shares
|
$1.12 Million
0.41% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
1,988
shares
|
$1.12 Million
0.57% of portfolio
|
Q4 2023
Reduced 4.79%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2024 Q3 2024 |
1,960
shares
|
$1.11 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Glassman Wealth Services
|
Nov 12, 2024 Q3 2024 |
1,955
shares
|
$1.11 Million
0.19% of portfolio
|
Q2 2024
Reduced 4.59%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
1,950
shares
|
$1.1 Million
0.51% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,948
shares
|
$1.1 Million
0.08% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 09, 2024 Q3 2024 |
1,944
shares
|
$1.1 Million
0.61% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
1,934
shares
|
$1.09 Million
0.48% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Alpha Star Capital Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,930
shares
|
$1.09 Million
0.09% of portfolio
|
Q3 2024
Added 232.19%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
1,906
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
1,906
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Tompkins Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,904
shares
|
$1.08 Million
0.1% of portfolio
|
Q2 2022
Added 2.15%
|
|
|
Private Wealth Group, LLC
|
Oct 28, 2024 Q3 2024 |
1,887
shares
|
$1.07 Million
0.55% of portfolio
|
Q1 2020
Reduced 84.36%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
1,880
shares
|
$1.06 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.44%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
1,879
shares
|
$1.06 Million
0.07% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
1,875
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2023
Reduced 51.44%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
1,874
shares
|
$1.06 Million
0.46% of portfolio
|
Q3 2024
Reduced 3.1%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,866
shares
|
$1.06 Million
0.02% of portfolio
|
Q1 2024
Reduced 45.6%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
1,848
shares
|
$1.05 Million
0.39% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
1,840
shares
|
$1.04 Million
0.69% of portfolio
|
Q4 2023
New holding
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Oct 21, 2024 Q3 2024 |
1,828
shares
|
$1.03 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.98%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 30, 2024 Q3 2024 |
1,824
shares
|
$1.03 Million
0.19% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
1,814
shares
|
$1.03 Million
0.25% of portfolio
|
Q3 2024
Reduced 4.58%
|