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 1,514 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 |
|---|---|---|---|---|---|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,642
shares
|
$922,196
0.06% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
1,638
shares
|
$919,949
0.08% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,636
shares
|
$918,826
0.21% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,634
shares
|
$917,703
0.02% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
1,629
shares
|
$914,895
0.08% of portfolio
|
Q1 2025
Reduced 25.85%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
1,629
shares
|
$914,895
0.36% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
1,620
shares
|
$909,840
0.27% of portfolio
|
Q1 2025
Reduced 47.23%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
1,616
shares
|
$907,594
0.28% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,613
shares
|
$905,909
0.13% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,605
shares
|
$901,416
0.23% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
1,602
shares
|
$899,731
0.16% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
1,601
shares
|
$899,169
0.04% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
1,566
shares
|
$879,512
0.05% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
1,566
shares
|
$879,512
0.38% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
1,560
shares
|
$876,142
0.11% of portfolio
|
Q4 2023
Reduced 0.64%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
1,545
shares
|
$867,718
0.24% of portfolio
|
Q3 2022
Reduced 1.47%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
1,537
shares
|
$863,225
0.73% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
1,534
shares
|
$861,540
0.16% of portfolio
|
Q4 2023
Reduced 3.16%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,525
shares
|
$856,485
0.1% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
1,510
shares
|
$848,061
0.85% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,508
shares
|
$846,938
0.34% of portfolio
|
Q1 2025
Reduced 24.41%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
1,503
shares
|
$844,129
0.33% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
1,502
shares
|
$843,568
0.32% of portfolio
|
Q4 2022
Reduced 0.4%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
1,497
shares
|
$840,760
0.04% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
1,484
shares
|
$833,458
0.52% of portfolio
|
Q1 2024
New holding
|