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 29.3 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
8,612
shares
|
$4.8 Million
0.06% of portfolio
|
Q4 2024
Reduced 24.79%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
May 14, 2025 Q1 2025 |
8,500
shares
|
$4.74 Million
0.04% of portfolio
|
Q1 2025
Added 143.62%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
8,494
shares
|
$4.74 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
8,484
shares
|
$4.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.41%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Apr 15, 2025 Q1 2025 |
8,441
shares
|
$4.71 Million
2.53% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
8,414
shares
|
$4.69 Million
0.1% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
8,361
shares
|
$4.66 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
8,352
shares
|
$4.66 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.71%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
8,326
shares
|
$4.64 Million
0.12% of portfolio
|
Q1 2025
Added 12.26%
|
|
|
Highview Capital Management LLC
|
Apr 30, 2025 Q1 2025 |
8,188
shares
|
$4.57 Million
1.88% of portfolio
|
Q4 2024
Added 0.68%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
8,122
shares
|
$4.53 Million
1.87% of portfolio
|
Q1 2025
Added 0.15%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Apr 10, 2025 Q1 2025 |
8,047
shares
|
$4.49 Million
0.76% of portfolio
|
Q1 2025
Added 12.12%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
May 13, 2025 Q1 2025 |
7,920
shares
|
$4.42 Million
2.3% of portfolio
|
Q1 2025
Reduced 2.82%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
7,919
shares
|
$4.42 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.05%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
7,882
shares
|
$4.39 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Paulson Wealth Management Inc.
|
May 12, 2025 Q1 2025 |
7,841
shares
|
$4.37 Million
1.19% of portfolio
|
Q1 2025
Added 14.12%
|
|
|
Bay Rivers Group
|
Apr 10, 2025 Q1 2025 |
7,808
shares
|
$4.35 Million
2.26% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
7,793
shares
|
$4.34 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
7,695
shares
|
$4.29 Million
0.3% of portfolio
|
Q1 2025
Added 4.32%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
May 13, 2025 Q1 2025 |
7,685
shares
|
$4.28 Million
1.99% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Apr 17, 2025 Q1 2025 |
7,652
shares
|
$4.27 Million
1.62% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
7,596
shares
|
$4.24 Million
1.76% of portfolio
|
Q1 2025
Reduced 4.2%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Apr 17, 2025 Q1 2025 |
7,596
shares
|
$4.24 Million
0.1% of portfolio
|
Q1 2025
Reduced 12.8%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
7,594
shares
|
$4.23 Million
0.1% of portfolio
|
Q1 2023
Added 9.69%
|
|
|
Evensky & Katz LLC
|
May 13, 2025 Q1 2025 |
7,579
shares
|
$4.23 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.35%
|