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 |
|---|---|---|---|---|---|
|
Bell Bank
|
Apr 18, 2025 Q1 2025 |
1,335
shares
|
$749,776
0.04% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
1,325
shares
|
$744,159
0.44% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Long Road Investment Counsel, LLC
|
May 12, 2025 Q1 2025 |
1,320
shares
|
$741,351
0.28% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,318
shares
|
$740,228
0.01% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,312
shares
|
$736,858
0.01% of portfolio
|
Q1 2025
Reduced 22.37%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
1,311
shares
|
$736,296
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
1,307
shares
|
$734,050
0.03% of portfolio
|
Q1 2024
Added 10.2%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
1,298
shares
|
$728,995
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
1,295
shares
|
$727,310
0.07% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,290
shares
|
$724,502
0.47% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
1,288
shares
|
$723,379
0.21% of portfolio
|
Q1 2025
Reduced 40.26%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
1,288
shares
|
$723,379
0.02% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
1,278
shares
|
$717,763
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
1,276
shares
|
$716,639
0.02% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Park National Corp
|
Apr 02, 2025 Q1 2025 |
1,270
shares
|
$713,270
0.03% of portfolio
|
Q2 2024
Reduced 14.01%
|
|
|
Tci Wealth Advisors, Inc.
|
Apr 21, 2025 Q1 2025 |
1,268
shares
|
$712,146
0.06% of portfolio
|
Q4 2023
Reduced 1.4%
|
|
|
Saxon Interests, Inc.
|
Apr 25, 2025 Q1 2025 |
1,263
shares
|
$709,338
0.32% of portfolio
|
Q1 2025
Added 18.7%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,257
shares
|
$705,968
0.01% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,254
shares
|
$704,284
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
1,251
shares
|
$702,599
0.1% of portfolio
|
Q1 2025
Added 1.96%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
1,251
shares
|
$702,599
0.49% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
1,249
shares
|
$701,475
0.01% of portfolio
|
Q1 2025
Added 14.17%
|
|
|
Single Point Partners, LLC
|
Apr 14, 2025 Q1 2025 |
1,248
shares
|
$700,914
0.16% of portfolio
|
Q2 2022
Added 6.94%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
1,248
shares
|
$700,914
0.09% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Peterson Wealth Services
|
May 05, 2025 Q1 2025 |
1,247
shares
|
$700,352
0.21% of portfolio
|
Q1 2025
Reduced 80.35%
|