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 1,371 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 $14.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ckw Financial Group
|
Apr 22, 2024 Q1 2024 |
20
shares
|
$10,701
0.0% of portfolio
|
Q1 2022
Reduced 39.39%
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
May 08, 2024 Q1 2024 |
19
shares
|
$10,166
0.01% of portfolio
|
Q1 2023
Reduced 5.0%
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Apr 11, 2024 Q1 2024 |
19
shares
|
$10,166
0.0% of portfolio
|
Q2 2023
Reduced 96.25%
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2024 Q1 2024 |
19
shares
|
$10,166
0.0% of portfolio
|
Q4 2021
New holding
|
|
Live Oak Investment Partners
Austin, TX |
Feb 14, 2024 Q4 2023 |
19
shares
|
$10,166
0.01% of portfolio
|
Q4 2022
New holding
|
|
Sound Income Strategies, LLC
|
Apr 15, 2024 Q1 2024 |
17
shares
|
$9,096
0.0% of portfolio
|
Q1 2024
New holding
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
17
shares
|
$9,096
0.0% of portfolio
|
Q4 2018
New holding
|
|
Newbridge Financial Services Group, Inc.
|
Apr 24, 2024 Q1 2024 |
16
shares
|
$8,561
0.0% of portfolio
|
Q1 2024
Reduced 82.22%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
16
shares
|
$8,561
0.0% of portfolio
|
Q2 2022
Reduced 60.0%
|
|
Delta Asset Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
15
shares
|
$8,026
0.0% of portfolio
|
Q3 2023
New holding
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 11, 2024 Q1 2024 |
15
shares
|
$8,026
0.01% of portfolio
|
Q4 2023
New holding
|
|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
13
shares
|
$6,956
0.0% of portfolio
|
Q2 2023
New holding
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 14, 2024 Q1 2024 |
13
shares
|
$6,956
0.0% of portfolio
|
Q4 2023
New holding
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
12
shares
|
$6,420
0.0% of portfolio
|
Q3 2022
Reduced 40.0%
|
|
Key F Inancial Inc
|
May 13, 2024 Q1 2024 |
10
shares
|
$5,350
0.0% of portfolio
|
Q1 2023
New holding
|
|
Russell Investments Group, Ltd.
|
May 08, 2024 Q1 2024 |
10
shares
|
$5,350
0.0% of portfolio
|
Q1 2024
New holding
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 23, 2024 Q1 2024 |
10
shares
|
$5,350
0.0% of portfolio
|
Q1 2021
New holding
|
|
Eagle Bay Advisors LLC
New York, NY |
May 08, 2024 Q1 2024 |
10
shares
|
$5,350
0.0% of portfolio
|
Q1 2024
Reduced 66.67%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 19, 2024 Q1 2024 |
7
shares
|
$3,745
0.0% of portfolio
|
Q2 2023
New holding
|
|
All Square Wealth Management LLC
Albany, NY |
May 07, 2024 Q1 2024 |
6
shares
|
$3,210
0.0% of portfolio
|
Q1 2020
Reduced 33.33%
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3
shares
|
$1,605
0.0% of portfolio
|
Q4 2019
Reduced 97.48%
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Apr 17, 2024 Q1 2024 |
1
shares
|
$535
0.0% of portfolio
|
Q3 2023
New holding
|
|
Gradient Investments LLC
|
Apr 23, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
Closed
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|