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 |
|---|---|---|---|---|---|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
51
shares
|
$28,152
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
50
shares
|
$27,600
0.0% of portfolio
|
Q1 2025
Reduced 74.87%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
50
shares
|
$27,600
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
50
shares
|
$27,600
0.0% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
50
shares
|
$27,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
50
shares
|
$27,600
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
50
shares
|
$27,600
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
50
shares
|
$27,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
47
shares
|
$25,944
0.04% of portfolio
|
Q3 2023
Reduced 17.54%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
47
shares
|
$25,944
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
46
shares
|
$25,392
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
45
shares
|
$24,840
0.0% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
44
shares
|
$24,288
0.01% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
43
shares
|
$23,736
0.01% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
41
shares
|
$22,632
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
35
shares
|
$19,320
0.0% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
35
shares
|
$19,320
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
33
shares
|
$18,216
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
32
shares
|
$17,664
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
31
shares
|
$17,112
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
30
shares
|
$16,560
0.0% of portfolio
|
Q4 2022
Reduced 55.88%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
28
shares
|
$15,456
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
27
shares
|
$14,904
0.01% of portfolio
|
Q2 2024
Reduced 84.75%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
27
shares
|
$14,904
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
25
shares
|
$13,800
0.01% of portfolio
|
Q1 2025
New holding
|