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 |
|---|---|---|---|---|---|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
219
shares
|
$123,868
0.02% of portfolio
|
Q3 2024
Added 195.95%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
211
shares
|
$119,343
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
201
shares
|
$113,687
0.02% of portfolio
|
Q2 2024
Added 128.41%
|
|
|
Blue Chip Partners, Inc.
|
Nov 04, 2024 Q3 2024 |
200
shares
|
$113,122
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
199
shares
|
$112,556
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
199
shares
|
$112,556
0.0% of portfolio
|
Q2 2024
Reduced 4.78%
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
198
shares
|
$111,990
0.03% of portfolio
|
Q4 2022
Reduced 54.79%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
198
shares
|
$111,990
0.01% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
195
shares
|
$110,293
0.08% of portfolio
|
Q2 2023
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
190
shares
|
$107,465
0.01% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
185
shares
|
$104,637
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 16, 2024 Q3 2024 |
182
shares
|
$102,941
0.02% of portfolio
|
Q3 2024
Reduced 30.53%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
181
shares
|
$102,375
0.02% of portfolio
|
Q3 2024
Reduced 5.73%
|
|
|
En Rich Financial Partners LLC
Madison, WI |
Nov 07, 2024 Q3 2024 |
180
shares
|
$101,809
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
177
shares
|
$100,112
0.01% of portfolio
|
Q4 2023
Reduced 19.55%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
177
shares
|
$100,112
0.04% of portfolio
|
Q4 2018
Added 115.85%
|
|
|
Costello Asset Management, Inc
|
Nov 01, 2024 Q3 2024 |
172
shares
|
$97,284
0.06% of portfolio
|
Q2 2020
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
170
shares
|
$96,153
0.01% of portfolio
|
Q2 2024
Reduced 10.05%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
164
shares
|
$92,760
0.03% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
164
shares
|
$92,760
0.07% of portfolio
|
Q2 2023
Added 33.33%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
159
shares
|
$89,931
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Nov 12, 2024 Q3 2024 |
150
shares
|
$84,841
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
150
shares
|
$84,841
0.01% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
145
shares
|
$82,013
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
Nov 14, 2024 Q3 2024 |
136
shares
|
$76,922
0.04% of portfolio
|
Q3 2023
Reduced 70.82%
|