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 |
|---|---|---|---|---|---|
|
Northeast Financial Consultants Inc
Westport, CT |
May 16, 2025 Q1 2025 |
513
shares
|
$285,653
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Guidance Point Advisors, LLC
|
May 14, 2025 Q1 2025 |
512
shares
|
$285,096
0.08% of portfolio
|
Q1 2025
Reduced 23.35%
|
|
|
Dentgroup LLC
|
Apr 14, 2025 Q1 2025 |
508
shares
|
$282,869
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
508
shares
|
$282,869
0.03% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
508
shares
|
$282,869
0.03% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
507
shares
|
$282,312
0.02% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
504
shares
|
$280,642
0.02% of portfolio
|
Q4 2024
Reduced 26.42%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
503
shares
|
$280,085
0.11% of portfolio
|
Q4 2024
Reduced 40.61%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
503
shares
|
$280,085
0.02% of portfolio
|
Q1 2025
Reduced 19.13%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
May 08, 2025 Q1 2025 |
503
shares
|
$280,085
0.15% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
May 13, 2025 Q1 2025 |
501
shares
|
$278,971
0.0% of portfolio
|
Q1 2025
Added 20.72%
|
|
|
Fusion Family Wealth LLC
|
Apr 28, 2025 Q1 2025 |
500
shares
|
$278,415
0.02% of portfolio
|
Q2 2020
Reduced 11.35%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
500
shares
|
$278,415
0.0% of portfolio
|
Q4 2022
Reduced 15.97%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
May 02, 2025 Q1 2025 |
500
shares
|
$278,415
0.05% of portfolio
|
Q4 2020
New holding
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
500
shares
|
$278,415
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
500
shares
|
$278,415
0.2% of portfolio
|
Q3 2024
Reduced 92.45%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
500
shares
|
$278,415
0.15% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Mendel Money Management
Northbrook, IL |
May 06, 2025 Q1 2025 |
497
shares
|
$276,744
0.14% of portfolio
|
Q1 2025
Reduced 0.4%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
496
shares
|
$276,187
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Apexium Financial, LP
|
May 14, 2025 Q1 2025 |
496
shares
|
$276,187
0.02% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
493
shares
|
$274,517
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
492
shares
|
$273,960
0.02% of portfolio
|
Q3 2023
Reduced 6.29%
|
|
|
Burney CO
Reston, VA |
May 06, 2025 Q1 2025 |
492
shares
|
$273,960
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Cypress Wealth Services, LLC
|
Apr 10, 2025 Q1 2025 |
485
shares
|
$270,062
0.06% of portfolio
|
Q1 2024
New holding
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
485
shares
|
$270,062
0.03% of portfolio
|
Q3 2024
Reduced 3.0%
|