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 1,509 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
$3.07 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
|
$3.05 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
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Added 121.84%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
May 07, 2025 Q1 2025 |
5,201
shares
|
$2.91 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
5,119
shares
|
$2.86 Million
0.11% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
5,092
shares
|
$2.85 Million
0.09% of portfolio
|
Q1 2025
Added 2.93%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
5,081
shares
|
$2.84 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.8%
|
|
|
Pegasus Asset Management, Inc.
|
Apr 18, 2025 Q1 2025 |
5,072
shares
|
$2.83 Million
1.11% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
5,057
shares
|
$2.83 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
5,046
shares
|
$2.82 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
May 07, 2025 Q1 2025 |
5,036
shares
|
$2.81 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
5,011
shares
|
$2.8 Million
0.63% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Financial Life Planners
Tempe, AZ |
Apr 23, 2025 Q1 2025 |
5,000
shares
|
$2.79 Million
2.6% of portfolio
|
Q1 2025
Reduced 6.31%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
4,986
shares
|
$2.79 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Center Star Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
4,984
shares
|
$2.79 Million
3.92% of portfolio
|
Q1 2025
Added 960.43%
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
4,977
shares
|
$2.78 Million
0.41% of portfolio
|
Q1 2025
Reduced 15.43%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Apr 15, 2025 Q1 2025 |
4,874
shares
|
$2.72 Million
1.0% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,850
shares
|
$2.71 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
4,848
shares
|
$2.71 Million
0.07% of portfolio
|
Q1 2025
Added 16.65%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,841
shares
|
$2.71 Million
0.1% of portfolio
|
Q1 2024
Added 13.72%
|
|
|
Northstar Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
4,820
shares
|
$2.69 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.41%
|