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 |
|---|---|---|---|---|---|
|
Vivaldi Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
376
shares
|
$212,669
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
373
shares
|
$210,972
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
373
shares
|
$210,972
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
372
shares
|
$210,406
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Jacobs & CO
|
Jan 10, 2025 Q4 2024 |
370
shares
|
$209,275
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
369
shares
|
$208,710
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
368
shares
|
$208,144
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
367
shares
|
$207,578
0.01% of portfolio
|
Q4 2023
Added 54.85%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
366
shares
|
$207,013
0.01% of portfolio
|
Q3 2024
Reduced 10.95%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 08, 2024 Q3 2024 |
364
shares
|
$205,882
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
363
shares
|
$205,316
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
361
shares
|
$204,185
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2024 Q3 2024 |
360
shares
|
$203,619
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 04, 2024 Q3 2024 |
359
shares
|
$203,053
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Aull & Monroe Investment Management Corp
Mobile, AL |
Oct 31, 2024 Q3 2024 |
358
shares
|
$202,488
0.1% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
356
shares
|
$201,357
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
355
shares
|
$200,791
0.02% of portfolio
|
Q2 2024
Reduced 20.94%
|
|
|
American Capital Management Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
353
shares
|
$199,660
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 12, 2024 Q3 2024 |
351
shares
|
$198,529
0.01% of portfolio
|
Q1 2020
Reduced 46.08%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
350
shares
|
$197,963
0.14% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
340
shares
|
$192,307
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
Oct 28, 2024 Q3 2024 |
332
shares
|
$187,782
0.04% of portfolio
|
Q2 2024
Reduced 28.91%
|
|
|
Silicon Valley Capital Partners
|
Oct 29, 2024 Q3 2024 |
331
shares
|
$187,216
0.02% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
329
shares
|
$186,085
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
328
shares
|
$185,520
0.0% of portfolio
|
Q3 2024
Reduced 34.14%
|