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 |
|---|---|---|---|---|---|
|
Wealth Architects, LLC
|
Oct 31, 2024 Q3 2024 |
765
shares
|
$432,691
0.05% of portfolio
|
Q3 2024
Reduced 30.58%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Nov 14, 2024 Q3 2024 |
762
shares
|
$430,994
0.04% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
762
shares
|
$430,994
0.23% of portfolio
|
Q2 2024
Reduced 1.84%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
756
shares
|
$427,601
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
753
shares
|
$425,904
0.07% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2024 Q3 2024 |
748
shares
|
$423,076
0.05% of portfolio
|
Q3 2024
Added 36.5%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 14, 2024 Q3 2024 |
748
shares
|
$423,076
0.06% of portfolio
|
Q3 2022
Added 3.17%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
748
shares
|
$423,076
0.07% of portfolio
|
Q1 2023
Reduced 0.66%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2024 Q3 2024 |
747
shares
|
$422,510
0.0% of portfolio
|
Q2 2024
Reduced 5.08%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
746
shares
|
$421,945
0.05% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Howard Capital Management Group, LLC
|
Nov 19, 2024 Q3 2024 |
745
shares
|
$421,379
0.03% of portfolio
|
Q1 2024
Reduced 5.1%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Nov 13, 2024 Q3 2024 |
743
shares
|
$420,248
0.11% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
John W. Brooker & Co., Cp As
|
Oct 28, 2024 Q3 2024 |
733
shares
|
$414,592
0.21% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Apeiron Ria LLC
|
Nov 14, 2024 Q3 2024 |
733
shares
|
$414,592
0.12% of portfolio
|
Q3 2024
Added 27.92%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
732
shares
|
$414,026
0.17% of portfolio
|
Q3 2024
Reduced 36.13%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
727
shares
|
$411,198
0.2% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
Oct 31, 2024 Q3 2024 |
725
shares
|
$410,067
0.13% of portfolio
|
Q4 2020
New holding
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
719
shares
|
$406,673
0.2% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 17, 2024 Q3 2024 |
719
shares
|
$406,673
0.01% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
716
shares
|
$404,976
0.08% of portfolio
|
Q3 2024
Added 68.87%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Nov 15, 2024 Q3 2024 |
714
shares
|
$403,845
0.22% of portfolio
|
Q3 2024
Added 3.63%
|
|
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
Oct 15, 2024 Q3 2024 |
710
shares
|
$401,583
0.05% of portfolio
|
Q3 2024
Reduced 7.79%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
710
shares
|
$401,583
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
707
shares
|
$399,886
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
S.A. Mason LLC
|
Oct 25, 2024 Q3 2024 |
706
shares
|
$399,320
0.22% of portfolio
|
Q1 2024
Added 6.97%
|