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 1,507 institutions that hold shares in the stock, with a total of 29.4 Million shares, which have been reported (via 13F filing form) to have a value of $16.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
Feb 14, 2025 Q4 2024 |
13,377
shares
|
$7.46 Million
0.05% of portfolio
|
Q4 2024
Added 254.08%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Feb 18, 2025 Q4 2024 |
13,322
shares
|
$7.43 Million
2.21% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
13,210
shares
|
$7.37 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Tkg Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
13,112
shares
|
$7.31 Million
3.56% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Staley Capital Advisers Inc
|
May 12, 2025 Q1 2025 |
12,969
shares
|
$7.23 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
12,937
shares
|
$7.21 Million
0.49% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
12,788
shares
|
$7.13 Million
1.27% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
May 12, 2025 Q1 2025 |
12,743
shares
|
$7.1 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Grove Bank & Trust
|
Apr 17, 2025 Q1 2025 |
12,733
shares
|
$7.1 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.13%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
May 13, 2025 Q1 2025 |
12,219
shares
|
$6.81 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
12,178
shares
|
$6.79 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,091
shares
|
$6.74 Million
1.7% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
11,997
shares
|
$6.69 Million
0.15% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
May 12, 2025 Q1 2025 |
11,858
shares
|
$6.61 Million
0.07% of portfolio
|
Q1 2025
Added 1286.9%
|
|
|
Hanover Advisors Inc
Seneca, SC |
May 14, 2025 Q1 2025 |
11,759
shares
|
$6.56 Million
2.72% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
11,756
shares
|
$6.55 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
11,702
shares
|
$6.52 Million
0.42% of portfolio
|
Q1 2025
Added 142.43%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
11,555
shares
|
$6.44 Million
0.08% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Apr 24, 2025 Q1 2025 |
11,489
shares
|
$6.41 Million
5.38% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,478
shares
|
$6.4 Million
0.08% of portfolio
|
Q1 2025
Added 349.94%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
May 07, 2025 Q1 2025 |
11,382
shares
|
$6.35 Million
0.58% of portfolio
|
Q1 2025
Reduced 2.03%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
11,364
shares
|
$6.34 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
11,204
shares
|
$6.25 Million
0.17% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
11,032
shares
|
$6.15 Million
0.59% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Latigo Investments, LLC
|
May 06, 2025 Q1 2025 |
10,962
shares
|
$6.11 Million
3.12% of portfolio
|
Q4 2022
New holding
|