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 |
|---|---|---|---|---|---|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
10,764
shares
|
$6 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Adirondack Trust CO
|
Apr 03, 2025 Q1 2025 |
10,744
shares
|
$5.99 Million
2.27% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Feb 13, 2025 Q4 2024 |
10,719
shares
|
$5.98 Million
2.98% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
10,684
shares
|
$5.96 Million
0.29% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
May 06, 2025 Q1 2025 |
10,683
shares
|
$5.96 Million
1.22% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
May 08, 2025 Q1 2025 |
10,582
shares
|
$5.9 Million
4.36% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Palisade Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
10,510
shares
|
$5.86 Million
0.58% of portfolio
|
Q1 2025
Reduced 8.89%
|
|
|
Inspire Trust Co, N.A.
Reno, NV |
May 13, 2025 Q1 2025 |
10,500
shares
|
$5.85 Million
1.33% of portfolio
|
Q4 2024
Reduced 11.18%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
10,437
shares
|
$5.82 Million
0.7% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
10,344
shares
|
$5.77 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,336
shares
|
$5.76 Million
0.04% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Gries Financial LLC
Cleveland, OH |
May 05, 2025 Q1 2025 |
10,295
shares
|
$5.74 Million
1.23% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
10,169
shares
|
$5.67 Million
0.51% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
G&S Capital LLC
|
Apr 25, 2025 Q1 2025 |
10,057
shares
|
$5.61 Million
2.39% of portfolio
|
Q1 2025
Added 5.79%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
10,010
shares
|
$5.58 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.55%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$5.58 Million
0.3% of portfolio
|
Q4 2020
New holding
|
|
|
Wilmar Advisors LLC
Juno Beach, FL |
May 12, 2025 Q1 2025 |
10,000
shares
|
$5.58 Million
5.52% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
9,941
shares
|
$5.54 Million
1.35% of portfolio
|
Q2 2024
Added 13.6%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
9,730
shares
|
$5.42 Million
0.08% of portfolio
|
Q1 2025
Added 97.93%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
9,719
shares
|
$5.42 Million
0.37% of portfolio
|
Q2 2024
Reduced 0.41%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
9,717
shares
|
$5.42 Million
0.13% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
9,716
shares
|
$5.42 Million
0.1% of portfolio
|
Q4 2024
Reduced 3.54%
|
|
|
Sageworth Trust CO
|
Apr 28, 2025 Q1 2025 |
9,582
shares
|
$5.34 Million
0.32% of portfolio
|
Q1 2025
Reduced 52.91%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Apr 30, 2025 Q1 2025 |
9,576
shares
|
$5.34 Million
0.13% of portfolio
|
Q1 2025
Added 1.32%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
May 07, 2025 Q1 2025 |
9,568
shares
|
$5.33 Million
0.99% of portfolio
|
Q1 2025
Reduced 1.86%
|