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 |
|---|---|---|---|---|---|
|
Western Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
1,177
shares
|
$665,722
0.04% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,160
shares
|
$656,107
0.24% of portfolio
|
Q3 2021
Reduced 51.05%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 14, 2024 Q3 2024 |
1,158
shares
|
$654,976
0.01% of portfolio
|
Q3 2024
Reduced 3.34%
|
|
|
Evoke Wealth, LLC
|
Nov 13, 2024 Q3 2024 |
1,152
shares
|
$651,582
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Sun Financial Corp
|
Oct 09, 2024 Q3 2024 |
1,150
shares
|
$650,451
0.39% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
1,146
shares
|
$648,189
0.04% of portfolio
|
Q2 2024
Reduced 2.72%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2024 Q3 2024 |
1,140
shares
|
$644,795
0.0% of portfolio
|
Q3 2023
Added 14.0%
|
|
|
Miramar Capital, LLC
|
Nov 06, 2024 Q3 2024 |
1,135
shares
|
$641,967
0.15% of portfolio
|
Q3 2024
Added 6.07%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
1,134
shares
|
$641,401
0.03% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 17, 2024 Q3 2024 |
1,134
shares
|
$641,401
0.14% of portfolio
|
Q3 2023
Added 2.72%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,120
shares
|
$633,483
0.31% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,119
shares
|
$632,917
0.06% of portfolio
|
Q1 2024
Added 3.42%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
1,118
shares
|
$632,351
0.1% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,117
shares
|
$631,786
0.23% of portfolio
|
Q3 2023
Reduced 10.57%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,116
shares
|
$631,220
0.01% of portfolio
|
Q3 2024
Reduced 2.79%
|
|
|
Fagan Associates, Inc.
|
Nov 12, 2024 Q3 2024 |
1,116
shares
|
$631,220
0.11% of portfolio
|
Q2 2024
Added 20.52%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
1,114
shares
|
$630,089
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
1,110
shares
|
$627,827
0.06% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
1,108
shares
|
$626,695
0.01% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,107
shares
|
$626,130
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Nov 13, 2024 Q3 2024 |
1,105
shares
|
$624,999
0.27% of portfolio
|
Q3 2024
Reduced 4.58%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Oct 15, 2024 Q3 2024 |
1,102
shares
|
$623,302
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Plante Moran Financial Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,096
shares
|
$619,908
0.05% of portfolio
|
Q3 2024
Reduced 34.02%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 29, 2024 Q3 2024 |
1,096
shares
|
$619,908
0.14% of portfolio
|
Q3 2023
Reduced 2.32%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,092
shares
|
$617,646
0.04% of portfolio
|
Q4 2023
Reduced 0.36%
|