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 1,436 institutions that hold shares in the stock, with a total of 26.9 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Marcum Wealth, LLC
|
Jan 13, 2025 Q4 2024 |
496
shares
|
$296,369
0.02% of portfolio
|
Q4 2024
Reduced 0.6%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
496
shares
|
$296,369
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Apexium Financial, LP
|
Jan 22, 2025 Q4 2024 |
496
shares
|
$296,369
0.02% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
496
shares
|
$296,369
0.08% of portfolio
|
Q3 2024
Added 24.0%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
494
shares
|
$295,174
0.15% of portfolio
|
Q3 2023
Reduced 8.52%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
493
shares
|
$294,577
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
492
shares
|
$293,979
0.02% of portfolio
|
Q3 2023
Reduced 6.29%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Jan 16, 2025 Q4 2024 |
492
shares
|
$293,979
0.24% of portfolio
|
Q4 2024
Reduced 7.52%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
491
shares
|
$293,382
0.14% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
490
shares
|
$292,784
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
490
shares
|
$292,784
0.01% of portfolio
|
Q3 2024
Reduced 97.45%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
485
shares
|
$289,797
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
485
shares
|
$289,797
0.03% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Oct 31, 2024 Q3 2024 |
484
shares
|
$289,199
0.07% of portfolio
|
Q3 2024
Added 21.91%
|
|
|
Congress Asset Management CO
|
Oct 28, 2024 Q3 2024 |
484
shares
|
$289,199
0.0% of portfolio
|
Q3 2024
Reduced 9.19%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
483
shares
|
$288,602
0.01% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
483
shares
|
$288,602
0.07% of portfolio
|
Q3 2024
Reduced 11.38%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
481
shares
|
$287,407
0.02% of portfolio
|
Q2 2024
Reduced 21.28%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 10, 2024 Q3 2024 |
478
shares
|
$285,614
0.01% of portfolio
|
Q4 2023
Reduced 10.82%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Nov 14, 2024 Q3 2024 |
477
shares
|
$285,017
0.19% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Hanson & Doremus Investment Management
|
Jan 23, 2025 Q4 2024 |
475
shares
|
$283,822
0.04% of portfolio
|
Q2 2022
Reduced 5.0%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
474
shares
|
$283,224
0.02% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
474
shares
|
$283,224
0.01% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Financial Council Asset Management Inc
|
Nov 12, 2024 Q3 2024 |
473
shares
|
$282,626
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Cap Wealth Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
471
shares
|
$281,431
0.03% of portfolio
|
Q3 2024
Reduced 15.59%
|