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 1,513 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 $17.8 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
30,923
shares
|
$17.4 Million
2.74% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
30,013
shares
|
$16.9 Million
0.06% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
29,831
shares
|
$16.8 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
Curbstone Financial Management Corp
|
Apr 15, 2025 Q1 2025 |
29,806
shares
|
$16.7 Million
3.38% of portfolio
|
Q1 2025
New holding
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
29,627
shares
|
$16.6 Million
0.08% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
29,252
shares
|
$16.4 Million
0.52% of portfolio
|
Q1 2025
Added 0.12%
|
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
May 14, 2025 Q1 2025 |
29,251
shares
|
$16.4 Million
8.39% of portfolio
|
Q1 2025
Added 2.76%
|
|
Rmb Capital Management, LLC
|
May 15, 2025 Q1 2025 |
28,362
shares
|
$15.9 Million
0.38% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
Youngs Advisory Group, Inc.
|
May 09, 2025 Q1 2025 |
28,021
shares
|
$15.7 Million
6.23% of portfolio
|
Q1 2025
Added 3.54%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
27,581
shares
|
$15.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 13.08%
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
27,065
shares
|
$15.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
26,716
shares
|
$15 Million
0.29% of portfolio
|
Q1 2025
Added 4.39%
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
26,716
shares
|
$15 Million
1.08% of portfolio
|
Q1 2025
Reduced 6.12%
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
26,289
shares
|
$14.8 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
25,061
shares
|
$14.1 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.62%
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Apr 29, 2025 Q1 2025 |
24,446
shares
|
$13.7 Million
3.99% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
24,338
shares
|
$13.7 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
Wealth Alliance Advisory Group, LLC
|
Apr 10, 2025 Q1 2025 |
23,934
shares
|
$13.4 Million
3.07% of portfolio
|
Q1 2025
Reduced 25.39%
|
|
Yousif Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
23,816
shares
|
$13.4 Million
0.15% of portfolio
|
Q1 2025
Added 38.25%
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
23,208
shares
|
$13 Million
0.07% of portfolio
|
Q1 2025
Reduced 35.77%
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
22,996
shares
|
$12.9 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.71%
|
|
Glenmede Trust CO Na
Philadelphia, PA |
May 15, 2025 Q1 2025 |
22,925
shares
|
$12.9 Million
0.07% of portfolio
|
Q1 2025
Added 5.19%
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
22,850
shares
|
$12.8 Million
1.36% of portfolio
|
Q1 2025
Reduced 6.03%
|
|
Corsicana & Co.
|
Oct 14, 2022 Q3 2022 |
22,257
shares
|
$12.5 Million
7.53% of portfolio
|
Q3 2022
Reduced 2.28%
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
21,764
shares
|
$12.2 Million
0.84% of portfolio
|
Q1 2025
Reduced 5.13%
|