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 $17.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
177
shares
|
$97,705
0.01% of portfolio
|
Q4 2023
Reduced 19.55%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
177
shares
|
$97,705
0.04% of portfolio
|
Q4 2018
Added 115.85%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
173
shares
|
$95,497
0.01% of portfolio
|
Q1 2025
Added 496.55%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
172
shares
|
$94,945
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
168
shares
|
$92,737
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
165
shares
|
$91,081
0.03% of portfolio
|
Q1 2025
Reduced 53.65%
|
|
|
Indiana Trust & Investment Management CO
|
May 21, 2025 Q1 2025 |
164
shares
|
$90,529
0.03% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
164
shares
|
$90,529
0.07% of portfolio
|
Q2 2023
Added 33.33%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
164
shares
|
$90,529
0.07% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
159
shares
|
$87,769
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
159
shares
|
$87,769
0.0% of portfolio
|
Q1 2025
Reduced 18.46%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
157
shares
|
$86,665
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
156
shares
|
$86,113
0.01% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
156
shares
|
$86,113
0.01% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
151
shares
|
$83,353
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
150
shares
|
$82,801
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
150
shares
|
$82,801
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
150
shares
|
$82,801
0.01% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
147
shares
|
$81,145
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
145
shares
|
$80,041
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
143
shares
|
$78,937
0.05% of portfolio
|
Q1 2025
Added 44.44%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
142
shares
|
$78,385
0.05% of portfolio
|
Q1 2025
Added 173.08%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
135
shares
|
$74,521
0.01% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
134
shares
|
$73,969
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
133
shares
|
$73,417
0.02% of portfolio
|
Q1 2021
Reduced 9.52%
|