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 29.4 Million shares, which have been reported (via 13F filing form) to have a value of $16.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arvest Bank Trust Division
Dewey, OK |
Feb 13, 2025 Q4 2024 |
234,511
shares
|
$131 Million
8.05% of portfolio
|
Q4 2024
Reduced 2.51%
|
|
|
Conservest Capital Advisors, Inc.
|
May 05, 2025 Q1 2025 |
222,910
shares
|
$124 Million
12.59% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Bw Gestao De Investimentos Ltda.
|
Feb 14, 2025 Q4 2024 |
221,400
shares
|
$123 Million
4.15% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
217,367
shares
|
$121 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Sg Americas Securities, LLC
|
Apr 15, 2025 Q1 2025 |
207,845
shares
|
$116 Million
0.36% of portfolio
|
Q1 2025
Reduced 21.78%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
174,692
shares
|
$97.4 Million
0.23% of portfolio
|
Q3 2023
Reduced 10.65%
|
|
|
Welch & Forbes LLC
|
May 02, 2025 Q1 2025 |
169,884
shares
|
$94.7 Million
1.21% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
158,036
shares
|
$88.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,908
shares
|
$83 Million
0.12% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Waddell & Associates, LLC
|
May 14, 2025 Q1 2025 |
141,588
shares
|
$78.9 Million
10.13% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Whittier Trust CO
|
May 02, 2025 Q1 2025 |
135,602
shares
|
$75.6 Million
1.02% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
132,087
shares
|
$73.6 Million
0.14% of portfolio
|
Q1 2025
Added 29.99%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
May 13, 2025 Q1 2025 |
124,050
shares
|
$69.2 Million
2.47% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
120,356
shares
|
$67.1 Million
4.73% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
118,178
shares
|
$65.9 Million
0.09% of portfolio
|
Q1 2025
Reduced -0.0%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
117,384
shares
|
$65.4 Million
0.1% of portfolio
|
Q1 2025
Added 4.18%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
Feb 07, 2025 Q4 2024 |
113,906
shares
|
$63.5 Million
9.74% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
112,150
shares
|
$62.5 Million
0.07% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
111,456
shares
|
$62.1 Million
0.07% of portfolio
|
Q3 2022
Added 0.22%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
107,443
shares
|
$59.9 Million
2.91% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
106,833
shares
|
$59.6 Million
0.08% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
100,637
shares
|
$56.1 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Feb 13, 2025 Q4 2024 |
100,000
shares
|
$55.8 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
92,031
shares
|
$51.3 Million
2.11% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
88,308
shares
|
$49.2 Million
1.85% of portfolio
|
Q1 2025
Reduced 4.67%
|