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 |
|---|---|---|---|---|---|
|
Center Star Asset Management, LLC
|
Jan 27, 2025 Q4 2024 |
470
shares
|
$280,834
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advisors Inc
|
Oct 28, 2024 Q3 2024 |
470
shares
|
$280,834
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Ellis Investment Partners, LLC
|
Oct 24, 2024 Q3 2024 |
469
shares
|
$280,236
0.05% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
466
shares
|
$278,444
0.03% of portfolio
|
Q4 2023
Added 3.1%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
466
shares
|
$278,444
0.02% of portfolio
|
Q3 2024
Reduced 2.92%
|
|
|
Wealth Trust Axiom LLC
|
Nov 13, 2024 Q3 2024 |
465
shares
|
$277,846
0.08% of portfolio
|
Q1 2024
Reduced 12.59%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Nov 14, 2024 Q3 2024 |
465
shares
|
$277,846
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Jan 22, 2025 Q4 2024 |
465
shares
|
$277,846
0.03% of portfolio
|
Q4 2023
Reduced 29.22%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
464
shares
|
$277,249
0.04% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
464
shares
|
$277,249
0.2% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 15, 2024 Q3 2024 |
460
shares
|
$274,859
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
460
shares
|
$274,859
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 15, 2024 Q3 2024 |
460
shares
|
$274,859
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Alpha Cubed Investments, LLC
|
Jan 16, 2025 Q4 2024 |
459
shares
|
$274,261
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Pachira Investments Inc.
|
Oct 17, 2024 Q3 2024 |
456
shares
|
$272,469
0.2% of portfolio
|
Q3 2024
Reduced 9.34%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Jan 15, 2025 Q4 2024 |
455
shares
|
$271,871
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
453
shares
|
$270,676
0.04% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
452
shares
|
$270,079
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Westside Investment Management, Inc.
|
Jan 17, 2025 Q4 2024 |
450
shares
|
$268,884
0.05% of portfolio
|
Q4 2018
Added 350.0%
|
|
|
Exeter Financial, LLC
|
Jan 13, 2025 Q4 2024 |
450
shares
|
$268,884
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Jan 22, 2025 Q4 2024 |
450
shares
|
$268,884
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
448
shares
|
$267,688
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jan 24, 2025 Q4 2024 |
448
shares
|
$267,688
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Excalibur Management Corp
|
Nov 14, 2024 Q3 2024 |
447
shares
|
$267,091
0.1% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
First Pacific Financial
|
Jan 14, 2025 Q4 2024 |
446
shares
|
$266,493
0.07% of portfolio
|
Q4 2024
Reduced 4.09%
|