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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
658
shares
|
$372,171
0.12% of portfolio
|
Q1 2022
Reduced 6.0%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
657
shares
|
$371,605
0.05% of portfolio
|
Q2 2021
Added 29.59%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
656
shares
|
$371,040
0.04% of portfolio
|
Q1 2023
Reduced 5.07%
|
|
|
Spears Abacus Advisors LLC
|
Nov 12, 2024 Q3 2024 |
655
shares
|
$370,474
0.01% of portfolio
|
Q2 2024
Reduced 6.16%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
654
shares
|
$369,908
0.02% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
654
shares
|
$369,908
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
650
shares
|
$367,646
0.09% of portfolio
|
Q3 2024
Reduced 94.14%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 29, 2024 Q3 2024 |
650
shares
|
$367,646
0.01% of portfolio
|
Q3 2024
Added 12.07%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2024 Q3 2024 |
650
shares
|
$367,646
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Monterey Private Wealth, Inc.
|
Oct 03, 2024 Q3 2024 |
649
shares
|
$367,080
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
645
shares
|
$364,818
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
643
shares
|
$363,687
0.11% of portfolio
|
Q2 2024
Added 0.63%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
638
shares
|
$360,859
0.01% of portfolio
|
Q2 2024
Added 12.72%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
635
shares
|
$359,162
0.01% of portfolio
|
Q1 2024
Reduced 5.22%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
635
shares
|
$359,162
0.03% of portfolio
|
Q3 2024
Added 21.88%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
633
shares
|
$358,031
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 12, 2024 Q3 2024 |
629
shares
|
$355,768
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
624
shares
|
$352,940
0.07% of portfolio
|
Q4 2023
Reduced 0.79%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
623
shares
|
$352,375
0.1% of portfolio
|
Q1 2024
Added 94.08%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
620
shares
|
$350,678
0.01% of portfolio
|
Q3 2024
Added 884.13%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
619
shares
|
$350,112
0.03% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
616
shares
|
$348,415
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Cortland Associates Inc
|
Oct 29, 2024 Q3 2024 |
615
shares
|
$347,850
0.05% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
613
shares
|
$346,718
0.24% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
612
shares
|
$346,153
0.01% of portfolio
|
Q4 2023
New holding
|