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 |
|---|---|---|---|---|---|
|
Brand Asset Management Group, Inc.
|
Oct 17, 2024 Q3 2024 |
705
shares
|
$398,755
0.16% of portfolio
|
Q3 2023
Added 1.59%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
703
shares
|
$397,623
0.08% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Black Diamond Financial, LLC
|
Nov 06, 2024 Q3 2024 |
702
shares
|
$397,058
0.07% of portfolio
|
Q3 2024
Reduced 86.66%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 08, 2024 Q3 2024 |
701
shares
|
$396,492
0.27% of portfolio
|
Q2 2022
Reduced 3.44%
|
|
|
Bouchey Financial Group LTD
|
Oct 24, 2024 Q3 2024 |
700
shares
|
$395,927
0.04% of portfolio
|
Q3 2023
New holding
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
700
shares
|
$395,927
0.02% of portfolio
|
Q1 2024
Reduced 12.5%
|
|
|
Norden Group LLC
Provo, UT |
Oct 17, 2024 Q3 2024 |
699
shares
|
$395,361
0.05% of portfolio
|
Q3 2024
Reduced 93.46%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
695
shares
|
$393,098
0.04% of portfolio
|
Q2 2023
Added 1.76%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
691
shares
|
$390,836
0.32% of portfolio
|
Q2 2024
New holding
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
690
shares
|
$390,270
0.04% of portfolio
|
Q3 2024
Reduced 97.85%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
689
shares
|
$389,705
0.04% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
688
shares
|
$389,139
0.08% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
687
shares
|
$388,574
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
685
shares
|
$387,442
0.03% of portfolio
|
Q4 2023
Reduced 30.67%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
681
shares
|
$385,180
0.19% of portfolio
|
Q4 2024
Added 6.57%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
676
shares
|
$382,352
0.14% of portfolio
|
Q3 2024
Reduced 16.75%
|
|
|
Ledyard National Bank
|
Oct 21, 2024 Q3 2024 |
676
shares
|
$382,352
0.04% of portfolio
|
Q3 2024
Reduced 4.65%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
676
shares
|
$382,352
0.08% of portfolio
|
Q3 2024
Reduced 12.77%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
675
shares
|
$381,786
0.04% of portfolio
|
Q4 2022
Reduced 0.59%
|
|
|
Guyasuta Investment Advisors Inc
|
Nov 13, 2024 Q3 2024 |
675
shares
|
$381,786
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
675
shares
|
$381,786
0.01% of portfolio
|
Q3 2021
Added 800.0%
|
|
|
Orion Capital Management LLC
|
Nov 15, 2024 Q3 2024 |
674
shares
|
$381,221
0.19% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 13, 2024 Q3 2024 |
668
shares
|
$377,827
0.05% of portfolio
|
Q4 2023
Reduced 10.7%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
665
shares
|
$376,130
0.05% of portfolio
|
Q3 2024
Reduced 13.97%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
661
shares
|
$373,868
0.01% of portfolio
|
Q3 2024
Reduced 24.72%
|