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 |
|---|---|---|---|---|---|
|
Tower View Investment Management & Research LLC
|
Feb 05, 2025 Q4 2024 |
5,518
shares
|
$2.78 Million
1.73% of portfolio
|
Q4 2024
Added 18.49%
|
|
|
Salomon & Ludwin, LLC
|
Jan 30, 2025 Q4 2024 |
5,413
shares
|
$2.73 Million
0.33% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Joel Isaacson & Co., LLC
|
Jan 28, 2025 Q4 2024 |
5,412
shares
|
$2.73 Million
0.14% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,353
shares
|
$2.7 Million
0.0% of portfolio
|
Q4 2024
Added 121.84%
|
|
|
Financial Life Planners
Tempe, AZ |
Jan 24, 2025 Q4 2024 |
5,337
shares
|
$2.69 Million
2.55% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
5,288
shares
|
$2.66 Million
0.15% of portfolio
|
Q4 2024
Reduced 71.51%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
5,240
shares
|
$2.64 Million
0.89% of portfolio
|
Q4 2024
Added 70.63%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
5,207
shares
|
$2.62 Million
0.27% of portfolio
|
Q3 2024
Reduced 2.96%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Feb 13, 2025 Q4 2024 |
5,201
shares
|
$2.62 Million
0.32% of portfolio
|
Q4 2023
New holding
|
|
|
Pegasus Asset Management, Inc.
|
Jan 31, 2025 Q4 2024 |
5,195
shares
|
$2.62 Million
0.91% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
5,164
shares
|
$2.6 Million
0.05% of portfolio
|
Q4 2024
Added 66.85%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Feb 11, 2025 Q4 2024 |
5,122
shares
|
$2.58 Million
0.0% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
5,113
shares
|
$2.58 Million
0.12% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Feb 06, 2025 Q4 2024 |
5,109
shares
|
$2.57 Million
0.3% of portfolio
|
Q4 2024
Added 119.46%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
5,067
shares
|
$2.55 Million
0.18% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Feb 05, 2025 Q4 2024 |
5,047
shares
|
$2.54 Million
0.97% of portfolio
|
Q4 2024
Added 0.14%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
5,046
shares
|
$2.54 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jan 28, 2025 Q4 2024 |
5,031
shares
|
$2.53 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
5,016
shares
|
$2.53 Million
0.0% of portfolio
|
Q4 2024
Added 812.0%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
5,013
shares
|
$2.53 Million
0.14% of portfolio
|
Q4 2024
Added 7.85%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
4,987
shares
|
$2.51 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
4,984
shares
|
$2.51 Million
3.92% of portfolio
|
Q1 2025
Added 960.43%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
4,947
shares
|
$2.49 Million
0.09% of portfolio
|
Q4 2024
Reduced 25.45%
|
|
|
Sage Financial Management Group, Inc.
|
Jan 23, 2025 Q4 2024 |
4,927
shares
|
$2.48 Million
1.04% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
4,884
shares
|
$2.46 Million
0.16% of portfolio
|
Q4 2024
Reduced 1.85%
|