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 1,523 institutions that hold shares in the stock, with a total of 30.4 Million shares, which have been reported (via 13F filing form) to have a value of $15.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
6,811
shares
|
$3.43 Million
1.91% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
6,729
shares
|
$3.39 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
6,689
shares
|
$3.37 Million
0.13% of portfolio
|
Q4 2024
Added 6.9%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jan 21, 2025 Q4 2024 |
6,687
shares
|
$3.37 Million
0.22% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
6,631
shares
|
$3.34 Million
0.07% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Feb 05, 2025 Q4 2024 |
6,593
shares
|
$3.32 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Feb 06, 2025 Q4 2024 |
6,575
shares
|
$3.31 Million
0.31% of portfolio
|
Q4 2024
Reduced 98.87%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
6,571
shares
|
$3.31 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Jan 22, 2025 Q4 2024 |
6,566
shares
|
$3.31 Million
0.42% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
6,481
shares
|
$3.26 Million
0.78% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
6,478
shares
|
$3.26 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.5%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
6,457
shares
|
$3.25 Million
0.04% of portfolio
|
Q4 2024
Reduced 33.34%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
6,450
shares
|
$3.25 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jan 24, 2025 Q4 2024 |
6,420
shares
|
$3.23 Million
0.03% of portfolio
|
Q3 2024
Added 22.38%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
6,398
shares
|
$3.22 Million
0.0% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
6,365
shares
|
$3.21 Million
3.93% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
6,347
shares
|
$3.2 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
6,327
shares
|
$3.19 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
6,322
shares
|
$3.18 Million
0.03% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Steph & CO
|
Jan 14, 2025 Q4 2024 |
6,310
shares
|
$3.18 Million
1.41% of portfolio
|
Q4 2024
Reduced 1.28%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
6,310
shares
|
$3.18 Million
0.01% of portfolio
|
Q4 2024
Added 2.4%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jan 31, 2025 Q4 2024 |
6,252
shares
|
$3.15 Million
3.04% of portfolio
|
Q4 2024
Added 0.39%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Feb 12, 2025 Q4 2024 |
6,212
shares
|
$3.13 Million
2.69% of portfolio
|
Q4 2024
Reduced 2.11%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Feb 14, 2025 Q4 2024 |
6,200
shares
|
$3.12 Million
2.15% of portfolio
|
Q3 2024
New holding
|
|
|
Woodstock Corp
|
Apr 09, 2025 Q1 2025 |
6,190
shares
|
$3.12 Million
0.33% of portfolio
|
Q1 2025
Added 17.64%
|