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 |
|---|---|---|---|---|---|
|
Dividend Assets Capital, LLC
|
Apr 15, 2025 Q1 2025 |
571
shares
|
$317,949
0.06% of portfolio
|
Q1 2022
Added 114.66%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
May 05, 2025 Q1 2025 |
570
shares
|
$317,393
0.18% of portfolio
|
Q2 2024
Reduced 2.06%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
May 05, 2025 Q1 2025 |
570
shares
|
$317,393
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
569
shares
|
$316,836
0.01% of portfolio
|
Q1 2025
Reduced 48.69%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
566
shares
|
$315,165
0.01% of portfolio
|
Q1 2025
Added 18.66%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
566
shares
|
$315,165
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Apr 17, 2025 Q1 2025 |
565
shares
|
$314,608
0.0% of portfolio
|
Q1 2025
Added 0.36%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
564
shares
|
$314,052
0.04% of portfolio
|
Q4 2023
Added 5.42%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
May 14, 2025 Q4 2024 |
561
shares
|
$312,381
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Avity Investment Management Inc.
|
Apr 11, 2025 Q1 2025 |
560
shares
|
$311,824
0.02% of portfolio
|
Q1 2023
Added 2.38%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
560
shares
|
$311,824
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Apr 09, 2025 Q1 2025 |
559
shares
|
$311,267
0.09% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
555
shares
|
$309,040
0.01% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
553
shares
|
$307,926
0.08% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
553
shares
|
$307,926
0.02% of portfolio
|
Q1 2025
Added 50.68%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
550
shares
|
$306,256
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
550
shares
|
$306,256
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Pure Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
547
shares
|
$304,586
0.01% of portfolio
|
Q1 2025
Reduced 11.77%
|
|
|
Annex Advisory Services, LLC
|
Apr 10, 2025 Q1 2025 |
547
shares
|
$304,586
0.01% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Apr 10, 2025 Q1 2025 |
546
shares
|
$304,029
0.05% of portfolio
|
Q1 2025
Added 2.25%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
545
shares
|
$303,472
0.22% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
544
shares
|
$302,915
0.04% of portfolio
|
Q2 2024
Added 7.94%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
544
shares
|
$302,915
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
543
shares
|
$302,358
0.03% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Cortland Associates Inc
|
May 01, 2025 Q1 2025 |
542
shares
|
$301,801
0.04% of portfolio
|
Q1 2025
Reduced 11.87%
|