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 |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
1,445
shares
|
$863,416
0.02% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jan 16, 2025 Q4 2024 |
1,440
shares
|
$860,428
0.24% of portfolio
|
Q1 2024
New holding
|
|
|
Ccg Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
1,437
shares
|
$858,636
0.47% of portfolio
|
Q2 2023
Added 12.97%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jan 15, 2025 Q4 2024 |
1,426
shares
|
$852,063
0.06% of portfolio
|
Q3 2024
Added 161.17%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,423
shares
|
$850,270
0.23% of portfolio
|
Q2 2022
Added 7.23%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
1,419
shares
|
$847,880
0.54% of portfolio
|
Q3 2024
Reduced 6.34%
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
1,402
shares
|
$837,723
0.43% of portfolio
|
Q4 2024
Added 54.58%
|
|
|
Pettinga Financial Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
1,401
shares
|
$837,125
0.19% of portfolio
|
Q3 2024
Reduced 3.45%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Jan 16, 2025 Q4 2024 |
1,400
shares
|
$836,528
0.65% of portfolio
|
Q4 2022
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
1,395
shares
|
$833,540
0.13% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Ground Swell Capital, LLC
Folly Beach, SC |
Oct 29, 2024 Q3 2024 |
1,392
shares
|
$831,747
0.71% of portfolio
|
Q3 2024
New holding
|
|
|
Leisure Capital Management
|
Jan 24, 2025 Q4 2024 |
1,390
shares
|
$830,552
0.31% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
1,388
shares
|
$829,357
0.05% of portfolio
|
Q4 2021
Added 10.69%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Nov 12, 2024 Q3 2024 |
1,388
shares
|
$829,357
0.2% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
1,387
shares
|
$828,760
0.42% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Fca Corp
Houston, TX |
Nov 13, 2024 Q3 2024 |
1,380
shares
|
$824,577
0.25% of portfolio
|
Q1 2018
Reduced 3.02%
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
1,380
shares
|
$824,577
0.46% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
1,373
shares
|
$820,394
0.01% of portfolio
|
Q3 2024
Reduced 11.25%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
1,371
shares
|
$819,199
0.12% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
1,370
shares
|
$818,602
0.2% of portfolio
|
Q3 2024
Reduced 51.09%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
1,368
shares
|
$817,407
0.05% of portfolio
|
Q4 2024
Added 4.75%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
1,368
shares
|
$817,407
0.38% of portfolio
|
Q3 2024
Reduced 2.36%
|
|
|
Round Rock Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
1,362
shares
|
$813,822
0.16% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
1,358
shares
|
$811,432
0.01% of portfolio
|
Q1 2024
Reduced 82.38%
|
|
|
3 Edge Asset Management, LP
|
Oct 31, 2024 Q3 2024 |
1,346
shares
|
$804,261
0.07% of portfolio
|
Q3 2024
Added 35.01%
|