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 |
---|---|---|---|---|---|
American Money Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,534
shares
|
$867,645
0.18% of portfolio
|
Q4 2023
Reduced 3.16%
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Nov 14, 2024 Q3 2024 |
1,529
shares
|
$864,817
0.01% of portfolio
|
Q3 2024
Reduced 35.21%
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 24, 2024 Q3 2024 |
1,525
shares
|
$862,555
0.11% of portfolio
|
Q3 2024
Reduced 1.93%
|
|
Vista Investment Management
Pittsburgh, PA |
Nov 13, 2024 Q3 2024 |
1,512
shares
|
$855,202
0.34% of portfolio
|
Q4 2023
Reduced 0.98%
|
|
Retirement Capital Strategies
|
Nov 12, 2024 Q3 2024 |
1,502
shares
|
$849,546
0.34% of portfolio
|
Q4 2022
Reduced 0.4%
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
1,488
shares
|
$841,627
0.21% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
Bell Bank
|
Nov 05, 2024 Q3 2024 |
1,485
shares
|
$839,930
0.1% of portfolio
|
Q1 2024
New holding
|
|
General Partner, Inc.
Pittsburgh, PA |
Jan 03, 2025 Q4 2024 |
1,484
shares
|
$839,365
0.51% of portfolio
|
Q1 2024
New holding
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,479
shares
|
$836,537
0.12% of portfolio
|
Q2 2023
New holding
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
1,470
shares
|
$831,446
0.06% of portfolio
|
Q2 2024
Reduced 6.31%
|
|
Andrews, Lucia Wealth Management LLC
|
Oct 11, 2024 Q3 2024 |
1,469
shares
|
$830,881
0.56% of portfolio
|
Q1 2024
Reduced 8.36%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,469
shares
|
$830,881
0.03% of portfolio
|
Q3 2024
Added 42.07%
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,465
shares
|
$828,618
0.05% of portfolio
|
Q1 2023
Added 59.41%
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Oct 31, 2024 Q3 2024 |
1,463
shares
|
$827,487
0.64% of portfolio
|
Q3 2024
Reduced 7.29%
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
1,458
shares
|
$824,659
0.05% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
1,456
shares
|
$823,528
0.31% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,453
shares
|
$821,831
0.06% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
Petix & Botte CO
|
Oct 18, 2024 Q3 2024 |
1,450
shares
|
$820,134
0.22% of portfolio
|
Q2 2024
Added 76.83%
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 08, 2024 Q3 2024 |
1,447
shares
|
$818,437
0.03% of portfolio
|
Q3 2024
Added 31.55%
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
1,442
shares
|
$815,609
0.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 16, 2024 Q3 2024 |
1,440
shares
|
$814,478
0.23% of portfolio
|
Q1 2024
New holding
|
|
Tennessee Valley Asset Management Partners
|
Nov 13, 2024 Q3 2024 |
1,438
shares
|
$813,347
0.13% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
1,437
shares
|
$812,781
0.16% of portfolio
|
Q3 2024
Reduced 38.98%
|
|
Ccg Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
1,437
shares
|
$812,781
0.46% of portfolio
|
Q2 2023
Added 12.97%
|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
1,426
shares
|
$806,559
0.06% of portfolio
|
Q3 2024
Added 161.17%
|