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 |
|---|---|---|---|---|---|
|
Weil Company, Inc.
|
Apr 30, 2025 Q1 2025 |
6,062
shares
|
$3.38 Million
1.08% of portfolio
|
Q1 2025
Reduced 21.3%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,953
shares
|
$3.32 Million
0.68% of portfolio
|
Q2 2023
Reduced 1.86%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Apr 17, 2025 Q1 2025 |
5,951
shares
|
$3.32 Million
0.88% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
5,900
shares
|
$3.29 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Apr 10, 2025 Q1 2025 |
5,892
shares
|
$3.29 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Paladin Advisory Group, LLC
|
Apr 15, 2025 Q1 2025 |
5,887
shares
|
$3.28 Million
2.57% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
5,837
shares
|
$3.25 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.03%
|
|
|
Sepio Capital, LP
|
Feb 13, 2025 Q4 2024 |
5,810
shares
|
$3.24 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
5,803
shares
|
$3.24 Million
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
5,794
shares
|
$3.23 Million
0.3% of portfolio
|
Q1 2025
Added 28.33%
|
|
|
Signature Securities Group Corporation
|
Apr 09, 2025 Q1 2025 |
5,787
shares
|
$3.23 Million
0.81% of portfolio
|
Q1 2025
Added 1.35%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
5,782
shares
|
$3.22 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.58%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
5,680
shares
|
$3.17 Million
0.19% of portfolio
|
Q1 2025
Added 26.22%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
5,645
shares
|
$3.15 Million
0.74% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
5,617
shares
|
$3.13 Million
0.06% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
5,569
shares
|
$3.1 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.97%
|
|
|
Steph & CO
|
Apr 23, 2025 Q1 2025 |
5,561
shares
|
$3.1 Million
1.23% of portfolio
|
Q1 2025
Reduced 11.87%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
5,547
shares
|
$3.09 Million
0.09% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
5,517
shares
|
$3.08 Million
0.28% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
5,492
shares
|
$3.06 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.8%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
5,482
shares
|
$3.06 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Joel Isaacson & Co., LLC
|
Apr 24, 2025 Q1 2025 |
5,464
shares
|
$3.05 Million
0.13% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Apr 23, 2025 Q1 2025 |
5,453
shares
|
$3.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
5,411
shares
|
$3.02 Million
0.12% of portfolio
|
Q1 2025
Added 15.13%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
5,353
shares
|
$2.98 Million
0.0% of portfolio
|
Q4 2024
Added 121.84%
|