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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
6,571
shares
|
$3.66 Million
0.62% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
6,551
shares
|
$3.65 Million
0.72% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Bristlecone Advisors, LLC
|
May 12, 2025 Q1 2025 |
6,514
shares
|
$3.63 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.2%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Apr 22, 2025 Q1 2025 |
6,469
shares
|
$3.61 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
May 01, 2025 Q1 2025 |
6,454
shares
|
$3.6 Million
0.41% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
Keystone Financial Group
|
May 13, 2025 Q1 2025 |
6,441
shares
|
$3.59 Million
0.37% of portfolio
|
Q1 2025
Reduced 17.97%
|
|
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
6,398
shares
|
$3.57 Million
0.0% of portfolio
|
Q4 2024
Added 8.46%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
6,381
shares
|
$3.56 Million
0.09% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Apr 16, 2025 Q1 2025 |
6,365
shares
|
$3.55 Million
3.93% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
6,363
shares
|
$3.55 Million
0.11% of portfolio
|
Q1 2025
Added 115.04%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
6,362
shares
|
$3.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Apr 28, 2025 Q1 2025 |
6,339
shares
|
$3.53 Million
2.8% of portfolio
|
Q1 2025
Reduced 13.72%
|
|
|
Capital Advantage, Inc.
|
Apr 10, 2025 Q1 2025 |
6,327
shares
|
$3.53 Million
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
6,320
shares
|
$3.52 Million
0.5% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
6,290
shares
|
$3.51 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.51%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
May 12, 2025 Q1 2025 |
6,278
shares
|
$3.5 Million
2.56% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
6,259
shares
|
$3.49 Million
3.0% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
6,230
shares
|
$3.47 Million
0.57% of portfolio
|
Q1 2025
Reduced 3.41%
|
|
|
Salomon & Ludwin, LLC
|
Apr 25, 2025 Q1 2025 |
6,221
shares
|
$3.47 Million
0.36% of portfolio
|
Q1 2025
Added 14.93%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
6,200
shares
|
$3.46 Million
1.47% of portfolio
|
Q3 2024
New holding
|
|
|
Woodstock Corp
|
Apr 09, 2025 Q1 2025 |
6,190
shares
|
$3.45 Million
0.33% of portfolio
|
Q1 2025
Added 17.64%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
6,166
shares
|
$3.44 Million
0.04% of portfolio
|
Q4 2024
Added 113.87%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
6,158
shares
|
$3.43 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
6,140
shares
|
$3.42 Million
0.5% of portfolio
|
Q1 2023
Added 54.31%
|
|
|
Seeds Investor LLC
New York, NY |
May 14, 2025 Q1 2025 |
6,095
shares
|
$3.4 Million
0.91% of portfolio
|
Q1 2025
Added 258.95%
|