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 1,513 institutions that hold shares in the stock, with a total of 31.7 Million shares, which have been reported (via 13F filing form) to have a value of $17.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
7,596
shares
|
$4.27 Million
1.76% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
7,596
shares
|
$4.27 Million
0.1% of portfolio
|
Q1 2025
Reduced 12.8%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
7,594
shares
|
$4.27 Million
0.1% of portfolio
|
Q1 2023
Added 9.69%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
7,579
shares
|
$4.26 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Apr 30, 2025 Q1 2025 |
7,527
shares
|
$4.23 Million
0.41% of portfolio
|
Q1 2025
Added 47.33%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
7,525
shares
|
$4.23 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
7,514
shares
|
$4.22 Million
1.52% of portfolio
|
Q1 2025
Reduced 10.94%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
7,509
shares
|
$4.22 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.12%
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
7,386
shares
|
$4.15 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.08%
|
|
|
North Crest Asset Manangement, LLC
|
Apr 16, 2025 Q1 2025 |
7,269
shares
|
$4.08 Million
0.12% of portfolio
|
Q1 2025
Added 15.16%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
May 12, 2025 Q1 2025 |
7,244
shares
|
$4.07 Million
1.74% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Jmg Financial Group, Ltd.
|
May 05, 2025 Q1 2025 |
7,230
shares
|
$4.06 Million
0.14% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
7,099
shares
|
$3.99 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.39%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
7,065
shares
|
$3.97 Million
0.08% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Tower View Investment Management & Research LLC
|
Apr 22, 2025 Q1 2025 |
7,019
shares
|
$3.94 Million
2.26% of portfolio
|
Q1 2025
Added 27.2%
|
|
|
Nbw Capital LLC
|
May 12, 2025 Q1 2025 |
6,961
shares
|
$3.91 Million
0.86% of portfolio
|
Q1 2025
Reduced 19.25%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
6,951
shares
|
$3.9 Million
0.04% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
6,930
shares
|
$3.89 Million
0.26% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Quadrature Capital LTD
London, X0 |
May 13, 2025 Q1 2025 |
6,911
shares
|
$3.88 Million
0.08% of portfolio
|
Q1 2025
Reduced 12.99%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
6,892
shares
|
$3.87 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
6,868
shares
|
$3.86 Million
0.0% of portfolio
|
Q1 2025
Added 148.66%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
6,839
shares
|
$3.84 Million
0.06% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
May 09, 2025 Q1 2025 |
6,813
shares
|
$3.83 Million
3.59% of portfolio
|
Q1 2025
Reduced 37.46%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
6,799
shares
|
$3.82 Million
1.77% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,785
shares
|
$3.81 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.57%
|