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 |
|---|---|---|---|---|---|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
400
shares
|
$226,244
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 09, 2024 Q3 2024 |
400
shares
|
$226,244
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
400
shares
|
$226,244
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 28, 2024 Q3 2024 |
400
shares
|
$226,244
0.08% of portfolio
|
Q1 2024
Reduced 75.23%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
400
shares
|
$226,244
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
400
shares
|
$226,244
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
400
shares
|
$226,244
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
398
shares
|
$225,112
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
398
shares
|
$225,112
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
397
shares
|
$224,547
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Nov 01, 2024 Q3 2024 |
392
shares
|
$221,719
0.13% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
392
shares
|
$221,719
0.02% of portfolio
|
Q2 2024
Reduced 15.33%
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
392
shares
|
$221,719
0.08% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
392
shares
|
$221,719
0.04% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
Nov 12, 2024 Q3 2024 |
389
shares
|
$220,022
0.12% of portfolio
|
Q3 2024
Reduced 6.27%
|
|
|
Summit Financial Wealth Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
387
shares
|
$218,891
0.04% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
385
shares
|
$217,759
0.06% of portfolio
|
Q1 2024
Reduced 11.49%
|
|
|
Private Capital Management, LLC
Naples, FL |
Nov 14, 2024 Q3 2024 |
385
shares
|
$217,759
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
384
shares
|
$217,194
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
383
shares
|
$216,628
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
380
shares
|
$214,931
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Oct 16, 2024 Q3 2024 |
379
shares
|
$214,366
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
Nov 12, 2024 Q3 2024 |
377
shares
|
$213,234
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
377
shares
|
$213,234
0.02% of portfolio
|
Q1 2024
Reduced 66.58%
|
|
|
Fortem Financial Group, LLC
|
Jan 06, 2025 Q4 2024 |
376
shares
|
$212,669
0.08% of portfolio
|
Q2 2024
New holding
|