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 $17.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
791
shares
|
$440,452
0.25% of portfolio
|
Q2 2024
New holding
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
May 01, 2025 Q1 2025 |
791
shares
|
$440,452
0.08% of portfolio
|
Q1 2025
Added 10.47%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
788
shares
|
$438,782
0.01% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
784
shares
|
$436,554
0.19% of portfolio
|
Q1 2025
Added 15.12%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
781
shares
|
$434,884
0.01% of portfolio
|
Q1 2025
Added 26.99%
|
|
|
D. Scott Neal, Inc.
|
Apr 11, 2025 Q1 2025 |
780
shares
|
$434,327
0.23% of portfolio
|
Q1 2022
Reduced 95.63%
|
|
|
Summit Place Financial Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
780
shares
|
$434,327
0.25% of portfolio
|
Q3 2021
Added 48.57%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
778
shares
|
$433,213
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Apr 14, 2025 Q1 2025 |
774
shares
|
$430,986
0.38% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
768
shares
|
$427,645
0.03% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Ayrshire Capital Management LLC
|
Apr 14, 2025 Q1 2025 |
767
shares
|
$427,088
0.21% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
766
shares
|
$426,531
0.15% of portfolio
|
Q1 2025
Added 27.45%
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
764
shares
|
$425,418
0.05% of portfolio
|
Q1 2025
Reduced 79.31%
|
|
|
River Street Advisors LLC
Aurora, IL |
Apr 21, 2025 Q1 2025 |
761
shares
|
$423,747
0.2% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
North Star Asset Management Inc
|
May 08, 2025 Q1 2025 |
757
shares
|
$421,520
0.02% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
755
shares
|
$420,406
0.01% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Neumann Capital Management, LLC
|
Apr 15, 2025 Q1 2025 |
750
shares
|
$417,622
0.14% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
750
shares
|
$417,622
0.2% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
748
shares
|
$416,508
0.07% of portfolio
|
Q3 2024
Added 36.5%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
748
shares
|
$416,508
0.06% of portfolio
|
Q3 2022
Added 3.17%
|
|
|
Cadinha & CO LLC
|
Apr 03, 2025 Q1 2025 |
742
shares
|
$413,167
0.09% of portfolio
|
Q4 2024
Added 49.6%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
737
shares
|
$410,383
0.05% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Howard Capital Management Group, LLC
|
Apr 16, 2025 Q1 2025 |
735
shares
|
$409,270
0.03% of portfolio
|
Q4 2024
Reduced 1.34%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
May 01, 2025 Q1 2025 |
735
shares
|
$409,270
0.11% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
734
shares
|
$408,713
0.02% of portfolio
|
Q4 2024
Reduced 16.97%
|