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 |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
1,812
shares
|
$1.02 Million
0.04% of portfolio
|
Q3 2024
Reduced 11.48%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
1,807
shares
|
$1.02 Million
0.33% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Nov 25, 2024 Q3 2024 |
1,798
shares
|
$1.02 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 12, 2024 Q3 2024 |
1,790
shares
|
$1.01 Million
0.19% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Strategic Advisors LLC
|
Oct 09, 2024 Q3 2024 |
1,789
shares
|
$1.01 Million
0.19% of portfolio
|
Q3 2024
Added 17.16%
|
|
|
North Rock Partners, LLC
|
Oct 30, 2024 Q3 2024 |
1,779
shares
|
$1.01 Million
0.09% of portfolio
|
Q3 2024
Reduced 29.29%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
1,777
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2024
Reduced 86.46%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
1,773
shares
|
$1 Million
0.03% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Parsons Capital Management Inc
|
Nov 04, 2024 Q3 2024 |
1,772
shares
|
$1 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
1,767
shares
|
$999,432
0.12% of portfolio
|
Q2 2024
Reduced 26.38%
|
|
|
Choate Investment Advisors
Boston, MA |
Nov 13, 2024 Q3 2024 |
1,764
shares
|
$997,736
0.03% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,756
shares
|
$993,211
0.12% of portfolio
|
Q2 2024
Added 0.23%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2024 Q3 2024 |
1,742
shares
|
$985,292
0.07% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Lynch & Associates
|
Jan 10, 2025 Q4 2024 |
1,740
shares
|
$984,161
0.22% of portfolio
|
Q4 2022
Added 10.8%
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
1,740
shares
|
$984,161
0.35% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
1,738
shares
|
$983,030
0.17% of portfolio
|
Q2 2024
Added 0.06%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 01, 2024 Q3 2024 |
1,725
shares
|
$975,677
0.0% of portfolio
|
Q3 2024
Added 102.23%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 29, 2024 Q3 2024 |
1,721
shares
|
$973,414
0.8% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Jennison Associates LLC
|
Nov 08, 2024 Q3 2024 |
1,713
shares
|
$968,889
0.0% of portfolio
|
Q3 2024
Added 40.07%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
1,701
shares
|
$962,102
0.38% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
M. Kraus & CO
|
Oct 11, 2024 Q3 2024 |
1,700
shares
|
$961,537
0.31% of portfolio
|
Q2 2023
Reduced 7.66%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
1,700
shares
|
$961,537
0.2% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Peterson Wealth Management
|
Nov 13, 2024 Q3 2024 |
1,691
shares
|
$956,446
0.62% of portfolio
|
Q3 2024
Reduced 16.9%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
1,685
shares
|
$953,052
0.05% of portfolio
|
Q3 2024
Reduced 0.24%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
1,677
shares
|
$948,527
0.14% of portfolio
|
Q3 2024
Reduced 0.3%
|