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 1,522 institutions that hold shares in the stock, with a total of 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Element Pointe Advisors, LLC
Miami, FL |
May 09, 2025 Q1 2025 |
4,500
shares
|
$2.62 Million
0.58% of portfolio
|
Q4 2018
New holding
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
4,495
shares
|
$2.61 Million
1.15% of portfolio
|
Q4 2022
Reduced 0.22%
|
|
|
Macquarie Group LTD
Australia, C3 |
May 15, 2025 Q1 2025 |
4,488
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
4,453
shares
|
$2.59 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
4,439
shares
|
$2.58 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Stone Point Wealth LLC
|
Apr 24, 2025 Q1 2025 |
4,434
shares
|
$2.58 Million
0.81% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
4,407
shares
|
$2.56 Million
0.23% of portfolio
|
Q1 2025
Reduced 5.77%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
4,398
shares
|
$2.56 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
Sterling Investment Advisors, Ltd.
|
May 07, 2025 Q1 2025 |
4,395
shares
|
$2.56 Million
0.6% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Apr 14, 2025 Q1 2025 |
4,370
shares
|
$2.54 Million
2.39% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
4,362
shares
|
$2.54 Million
1.28% of portfolio
|
Q1 2025
Reduced 1.22%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
4,361
shares
|
$2.54 Million
0.67% of portfolio
|
Q1 2025
Reduced 1.85%
|
|
|
Veracity Capital LLC
|
Jul 09, 2025 Q2 2025 |
4,359
shares
|
$2.54 Million
0.86% of portfolio
|
Q1 2024
Reduced 36.89%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,349
shares
|
$2.53 Million
0.73% of portfolio
|
Q1 2023
Reduced 0.21%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
4,343
shares
|
$2.53 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,335
shares
|
$2.52 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Rvw Wealth, LLC
|
May 08, 2025 Q1 2025 |
4,316
shares
|
$2.51 Million
0.24% of portfolio
|
Q1 2025
Reduced 25.91%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,235
shares
|
$2.46 Million
0.31% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
4,205
shares
|
$2.45 Million
0.61% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Lavaca Capital LLC
Houston, TX |
May 15, 2025 Q1 2025 |
4,200
shares
|
$2.44 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
4,197
shares
|
$2.44 Million
0.08% of portfolio
|
Q1 2022
Reduced 0.97%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,196
shares
|
$2.44 Million
0.11% of portfolio
|
Q2 2024
Added 7.7%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
4,180
shares
|
$2.43 Million
0.08% of portfolio
|
Q1 2025
Added 1275.0%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,180
shares
|
$2.43 Million
0.07% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
4,150
shares
|
$2.41 Million
0.8% of portfolio
|
Q2 2023
Reduced 44.75%
|