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 |
|---|---|---|---|---|---|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
1,329
shares
|
$751,695
0.1% of portfolio
|
Q3 2024
Added 45.4%
|
|
|
Red Door Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,328
shares
|
$751,130
0.13% of portfolio
|
Q3 2024
Added 23.31%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
1,323
shares
|
$748,302
0.01% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
1,308
shares
|
$739,817
0.34% of portfolio
|
Q3 2024
Added 14.04%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
1,307
shares
|
$739,252
0.03% of portfolio
|
Q1 2024
Added 10.2%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
1,306
shares
|
$738,686
0.05% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2024 Q3 2024 |
1,295
shares
|
$732,464
0.1% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Kanawha Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
1,292
shares
|
$730,768
0.06% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Truepoint, Inc.
|
Nov 12, 2024 Q3 2024 |
1,291
shares
|
$730,202
0.02% of portfolio
|
Q3 2024
Reduced 11.21%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,290
shares
|
$729,636
0.47% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
1,287
shares
|
$727,940
0.02% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Seelaus Asset Management LLC
|
Nov 06, 2024 Q3 2024 |
1,279
shares
|
$723,415
0.71% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,279
shares
|
$723,415
0.01% of portfolio
|
Q3 2024
Added 39.17%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
1,278
shares
|
$722,849
0.01% of portfolio
|
Q3 2024
Reduced 47.71%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
1,275
shares
|
$721,152
0.12% of portfolio
|
Q1 2024
New holding
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
1,275
shares
|
$721,152
0.19% of portfolio
|
Q1 2023
New holding
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
1,270
shares
|
$718,324
0.03% of portfolio
|
Q2 2024
Reduced 14.01%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
1,270
shares
|
$718,324
0.07% of portfolio
|
Q3 2024
Reduced 46.82%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
1,269
shares
|
$717,759
0.09% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,268
shares
|
$717,193
0.06% of portfolio
|
Q4 2023
Reduced 1.4%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
1,263
shares
|
$714,365
0.1% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
1,262
shares
|
$713,799
0.01% of portfolio
|
Q3 2024
Added 22.88%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 12, 2024 Q3 2024 |
1,262
shares
|
$713,799
0.56% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,257
shares
|
$710,971
0.01% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
1,254
shares
|
$709,274
0.05% of portfolio
|
Q4 2023
New holding
|