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 |
|---|---|---|---|---|---|
|
Jdm Financial Group LLC
Encino, CA |
May 14, 2025 Q1 2025 |
689
shares
|
$383,655
0.19% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
688
shares
|
$383,099
0.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
687
shares
|
$382,542
0.05% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Seven Mile Advisory
Ewing, NJ |
May 13, 2025 Q1 2025 |
687
shares
|
$382,542
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
684
shares
|
$380,871
0.14% of portfolio
|
Q1 2025
Reduced 1.3%
|
|
|
Capital Advisors Inc
|
Apr 29, 2025 Q1 2025 |
683
shares
|
$380,314
0.01% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
683
shares
|
$380,314
0.08% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
682
shares
|
$379,758
0.01% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Cra Financial Services, LLC
|
Apr 16, 2025 Q1 2025 |
679
shares
|
$378,087
0.07% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
676
shares
|
$376,417
0.02% of portfolio
|
Q1 2025
Reduced 72.1%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
675
shares
|
$375,860
0.04% of portfolio
|
Q4 2022
Reduced 0.59%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
675
shares
|
$375,860
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
674
shares
|
$375,303
0.16% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
673
shares
|
$374,746
0.1% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
673
shares
|
$374,746
0.06% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Trail Ridge Investment Advisors, LLC
|
May 01, 2025 Q1 2025 |
669
shares
|
$372,519
0.19% of portfolio
|
Q1 2025
Reduced 6.95%
|
|
|
Patton Albertson Miller Group, LLC
|
May 22, 2025 Q1 2025 |
668
shares
|
$371,962
0.05% of portfolio
|
Q4 2023
Reduced 10.7%
|
|
|
Wealth Alliance
Mellville, NY |
May 05, 2025 Q1 2025 |
665
shares
|
$370,291
0.04% of portfolio
|
Q1 2025
Reduced 29.78%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Apr 23, 2025 Q1 2025 |
661
shares
|
$368,064
0.01% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Bridges Investment Management Inc
|
Apr 30, 2025 Q1 2025 |
660
shares
|
$367,507
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
660
shares
|
$367,507
0.02% of portfolio
|
Q1 2025
Reduced 27.39%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
658
shares
|
$366,394
0.12% of portfolio
|
Q1 2022
Reduced 6.0%
|
|
|
Clearwater Capital Advisors, LLC
|
May 08, 2025 Q1 2025 |
656
shares
|
$365,280
0.04% of portfolio
|
Q1 2023
Reduced 5.07%
|
|
|
Spears Abacus Advisors LLC
|
May 14, 2025 Q1 2025 |
655
shares
|
$364,723
0.01% of portfolio
|
Q2 2024
Reduced 6.16%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
654
shares
|
$364,166
0.01% of portfolio
|
Q1 2025
Reduced 0.46%
|