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 |
|---|---|---|---|---|---|
|
Dividend Assets Capital, LLC
|
Nov 14, 2024 Q3 2024 |
571
shares
|
$322,963
0.06% of portfolio
|
Q1 2022
Added 114.66%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
570
shares
|
$322,397
0.18% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
570
shares
|
$322,397
0.01% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
569
shares
|
$321,832
0.01% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Investment Partners, Ltd.
|
Nov 04, 2024 Q3 2024 |
568
shares
|
$321,266
0.14% of portfolio
|
Q4 2022
Reduced 29.0%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 29, 2024 Q3 2024 |
566
shares
|
$320,135
0.0% of portfolio
|
Q3 2024
Reduced 12.11%
|
|
|
Merriman Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
565
shares
|
$319,569
0.01% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
565
shares
|
$319,569
0.01% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
564
shares
|
$319,004
0.03% of portfolio
|
Q4 2023
Added 5.42%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Nov 06, 2024 Q3 2024 |
561
shares
|
$317,307
0.12% of portfolio
|
Q3 2023
New holding
|
|
|
Avity Investment Management Inc.
|
Oct 10, 2024 Q3 2024 |
560
shares
|
$316,741
0.03% of portfolio
|
Q1 2023
Added 2.38%
|
|
|
Clarus Wealth Advisors
|
Oct 08, 2024 Q3 2024 |
559
shares
|
$316,175
0.16% of portfolio
|
Q3 2024
Reduced 1.06%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 11, 2024 Q3 2024 |
559
shares
|
$316,175
0.09% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Greenup Street Wealth Management LLC
|
Oct 16, 2024 Q3 2024 |
557
shares
|
$315,044
0.07% of portfolio
|
Q3 2024
Reduced 90.68%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
555
shares
|
$313,913
0.03% of portfolio
|
Q2 2024
Reduced 41.88%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
553
shares
|
$312,782
0.08% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
550
shares
|
$311,085
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
550
shares
|
$311,085
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
546
shares
|
$308,823
0.04% of portfolio
|
Q1 2024
Added 10.08%
|
|
|
Htlf Bank
Denver, CO |
Oct 15, 2024 Q3 2024 |
546
shares
|
$308,823
0.03% of portfolio
|
Q2 2024
Added 50.0%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
544
shares
|
$307,691
0.04% of portfolio
|
Q2 2024
Added 7.94%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
544
shares
|
$307,691
0.01% of portfolio
|
Q2 2024
Reduced 22.17%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
544
shares
|
$307,691
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
542
shares
|
$306,560
0.0% of portfolio
|
Q2 2024
Reduced 0.91%
|
|
|
Grant
|
Oct 15, 2024 Q3 2024 |
541
shares
|
$305,995
0.15% of portfolio
|
Q2 2024
Added 0.19%
|