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 |
|---|---|---|---|---|---|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
816
shares
|
$461,537
0.08% of portfolio
|
Q3 2024
Reduced 41.88%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
814
shares
|
$460,406
0.03% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
813
shares
|
$459,840
0.03% of portfolio
|
Q4 2022
Added 40.17%
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
804
shares
|
$454,750
0.02% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
803
shares
|
$454,184
0.03% of portfolio
|
Q3 2024
Reduced 2.67%
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
800
shares
|
$452,488
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 08, 2024 Q3 2024 |
800
shares
|
$452,488
0.07% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
800
shares
|
$452,488
0.0% of portfolio
|
Q3 2024
Reduced 81.17%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Oct 31, 2024 Q3 2024 |
799
shares
|
$451,922
0.07% of portfolio
|
Q1 2023
Reduced 4.99%
|
|
|
Ls Investment Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
798
shares
|
$451,356
0.07% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Redw Wealth LLC
|
Oct 29, 2024 Q3 2024 |
798
shares
|
$451,356
0.12% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
798
shares
|
$451,356
0.12% of portfolio
|
Q3 2022
Reduced 40.14%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
797
shares
|
$450,791
0.06% of portfolio
|
Q3 2023
Added 37.89%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
797
shares
|
$450,791
0.07% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2024 Q3 2024 |
796
shares
|
$450,225
0.16% of portfolio
|
Q3 2024
Added 3.11%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 14, 2024 Q3 2024 |
791
shares
|
$447,397
0.14% of portfolio
|
Q2 2024
New holding
|
|
|
River Street Advisors LLC
Aurora, IL |
Nov 06, 2024 Q3 2024 |
787
shares
|
$445,135
0.24% of portfolio
|
Q2 2024
Added 117.4%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Oct 08, 2024 Q3 2024 |
785
shares
|
$444,003
0.33% of portfolio
|
Q4 2023
Reduced 14.78%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
783
shares
|
$442,872
0.01% of portfolio
|
Q2 2024
Reduced 8.63%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 05, 2024 Q3 2024 |
781
shares
|
$441,741
0.16% of portfolio
|
Q1 2024
Reduced 1.88%
|
|
|
D. Scott Neal, Inc.
|
Oct 17, 2024 Q3 2024 |
780
shares
|
$441,175
0.24% of portfolio
|
Q1 2022
Reduced 95.63%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
780
shares
|
$441,175
0.26% of portfolio
|
Q3 2021
Added 48.57%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Nov 14, 2024 Q3 2024 |
780
shares
|
$441,175
0.2% of portfolio
|
Q1 2023
Reduced 16.13%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Oct 08, 2024 Q3 2024 |
769
shares
|
$434,954
0.3% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Ayrshire Capital Management LLC
|
Oct 10, 2024 Q3 2024 |
765
shares
|
$432,691
0.22% of portfolio
|
Q3 2024
Reduced 1.92%
|