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 |
|---|---|---|---|---|---|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
6,166
shares
|
$3.11 Million
0.04% of portfolio
|
Q4 2024
Added 113.87%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
6,140
shares
|
$3.09 Million
0.5% of portfolio
|
Q1 2023
Added 54.31%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
6,136
shares
|
$3.09 Million
0.43% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
6,070
shares
|
$3.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
6,054
shares
|
$3.05 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
6,022
shares
|
$3.03 Million
0.05% of portfolio
|
Q4 2024
Added 264.09%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,953
shares
|
$3 Million
0.68% of portfolio
|
Q2 2023
Reduced 1.86%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
5,951
shares
|
$3 Million
0.88% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,900
shares
|
$2.97 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
5,892
shares
|
$2.97 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
5,887
shares
|
$2.97 Million
2.57% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
5,885
shares
|
$2.96 Million
0.46% of portfolio
|
Q4 2024
Reduced 28.41%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
5,875
shares
|
$2.96 Million
0.21% of portfolio
|
Q4 2024
Added 6.99%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
5,837
shares
|
$2.94 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
5,830
shares
|
$2.94 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.61%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
5,825
shares
|
$2.93 Million
0.33% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
5,810
shares
|
$2.93 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,803
shares
|
$2.92 Million
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
5,787
shares
|
$2.92 Million
0.81% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jan 30, 2025 Q4 2024 |
5,767
shares
|
$2.91 Million
0.01% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Feb 14, 2025 Q4 2024 |
5,645
shares
|
$2.84 Million
0.78% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
5,617
shares
|
$2.83 Million
0.06% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,569
shares
|
$2.81 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,547
shares
|
$2.79 Million
0.09% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
5,531
shares
|
$2.79 Million
0.13% of portfolio
|
Q4 2024
Added 10.14%
|