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 1,371 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 $14.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Blair William & CO
Chicago, IL |
May 09, 2024 Q1 2024 |
66,768
shares
|
$35.7 Million
0.12% of portfolio
|
Q1 2024
Added 4.15%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
65,348
shares
|
$35 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.25%
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2024 Q1 2024 |
65,266
shares
|
$34.9 Million
1.05% of portfolio
|
Q1 2024
Added 3.08%
|
|
Pinnacle Associates LTD
|
Apr 26, 2024 Q1 2024 |
64,897
shares
|
$34.7 Million
0.59% of portfolio
|
Q1 2024
Reduced 0.38%
|
|
Financial Counselors Inc
|
May 02, 2024 Q1 2024 |
64,783
shares
|
$34.7 Million
0.61% of portfolio
|
Q1 2024
Reduced 5.3%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
63,519
shares
|
$34 Million
0.09% of portfolio
|
Q1 2024
Added 621.89%
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
62,181
shares
|
$33.3 Million
0.71% of portfolio
|
Q4 2022
Added 1.06%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
62,129
shares
|
$33.2 Million
0.12% of portfolio
|
Q1 2024
Reduced 16.92%
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
62,051
shares
|
$33.2 Million
0.52% of portfolio
|
Q4 2023
Added 43.9%
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
May 09, 2024 Q1 2024 |
61,850
shares
|
$33.1 Million
0.53% of portfolio
|
Q1 2024
Reduced 0.32%
|
|
Divergent Planning, LLC
|
Apr 12, 2024 Q1 2024 |
60,058
shares
|
$32.1 Million
14.15% of portfolio
|
Q1 2024
Added 4.53%
|
|
Smith, Moore & Co.
Clayton, MO |
May 10, 2024 Q1 2024 |
59,907
shares
|
$32.1 Million
3.56% of portfolio
|
Q1 2024
Added 1.04%
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
May 01, 2024 Q1 2024 |
59,203
shares
|
$31.7 Million
4.89% of portfolio
|
Q1 2024
Added 2.44%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
58,336
shares
|
$31.2 Million
0.07% of portfolio
|
Q1 2024
Added 11.12%
|
|
Massmutual Trust CO Fsb
|
Apr 09, 2024 Q1 2024 |
58,188
shares
|
$31.1 Million
1.01% of portfolio
|
Q1 2024
Added 3.0%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 10, 2024 Q1 2024 |
57,271
shares
|
$30.6 Million
0.5% of portfolio
|
Q1 2024
Reduced 3.34%
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 14, 2024 Q1 2024 |
56,266
shares
|
$30.1 Million
0.07% of portfolio
|
Q1 2024
Reduced 2.27%
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
54,604
shares
|
$29.2 Million
1.69% of portfolio
|
Q3 2022
Added 0.13%
|
|
Heritage Investors Management Corp
|
Apr 29, 2024 Q1 2024 |
54,596
shares
|
$29.2 Million
1.07% of portfolio
|
Q1 2024
Reduced 1.98%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 14, 2024 Q1 2024 |
53,051
shares
|
$28.4 Million
1.47% of portfolio
|
Q1 2024
Reduced 1.41%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
52,031
shares
|
$27.8 Million
0.03% of portfolio
|
Q1 2024
Reduced 17.92%
|
|
Oldfather Financial Services, LLC
|
Apr 25, 2024 Q1 2024 |
51,901
shares
|
$27.8 Million
11.89% of portfolio
|
Q1 2024
Added 0.94%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
49,977
shares
|
$26.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 24.52%
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2024 Q1 2024 |
49,924
shares
|
$26.7 Million
0.07% of portfolio
|
Q1 2024
Reduced 80.02%
|
|
First Hawaiian Bank
|
Apr 05, 2024 Q1 2024 |
48,961
shares
|
$26.2 Million
0.86% of portfolio
|
Q1 2024
Reduced 0.79%
|