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 1,523 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $19.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
41
shares
|
$23,882
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
35
shares
|
$20,387
0.0% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
35
shares
|
$20,387
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
33
shares
|
$19,222
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
32
shares
|
$18,639
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 16, 2025 Q2 2025 |
30
shares
|
$17,474
0.0% of portfolio
|
Q4 2022
Reduced 55.88%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
28
shares
|
$16,309
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
27
shares
|
$15,727
0.01% of portfolio
|
Q2 2024
Reduced 84.75%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
27
shares
|
$15,727
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
25
shares
|
$14,562
0.0% of portfolio
|
Q1 2025
Reduced 59.02%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Jul 22, 2025 Q2 2025 |
25
shares
|
$14,562
0.01% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
25
shares
|
$14,562
0.01% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Painted Porch Advisors LLC
Santa Barbara, CA |
Jul 14, 2025 Q2 2025 |
25
shares
|
$14,562
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
22
shares
|
$12,814
0.01% of portfolio
|
Q3 2024
Reduced 53.19%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
22
shares
|
$12,814
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
22
shares
|
$12,814
0.0% of portfolio
|
Q4 2024
Reduced 63.33%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
22
shares
|
$12,814
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
20
shares
|
$11,649
0.0% of portfolio
|
Q1 2024
Reduced 67.21%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
20
shares
|
$11,649
0.0% of portfolio
|
Q1 2022
Reduced 39.39%
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
19
shares
|
$11,067
0.01% of portfolio
|
Q1 2023
Reduced 5.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
19
shares
|
$11,067
0.0% of portfolio
|
Q2 2023
Reduced 96.25%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
18
shares
|
$10,484
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
18
shares
|
$10,484
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
18
shares
|
$10,484
0.01% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
17
shares
|
$9,902
0.0% of portfolio
|
Q4 2018
New holding
|