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 1,475 institutions that hold shares in the stock, with a total of 28.2 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jan 17, 2025 Q4 2024 |
7
shares
|
$4,097
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
5
shares
|
$2,926
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
4
shares
|
$2,341
0.0% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3
shares
|
$1,756
0.0% of portfolio
|
Q4 2019
Reduced 97.48%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Feb 04, 2025 Q4 2024 |
3
shares
|
$1,756
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
2
shares
|
$1,170
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
1
shares
|
$585
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|