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 |
|---|---|---|---|---|---|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Apr 28, 2025 Q1 2025 |
4,150
shares
|
$2.32 Million
0.8% of portfolio
|
Q2 2023
Reduced 44.75%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Apr 14, 2025 Q1 2025 |
4,131
shares
|
$2.31 Million
1.39% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Revolve Wealth Partners, LLC
|
Apr 14, 2025 Q1 2025 |
4,018
shares
|
$2.25 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
3,995
shares
|
$2.23 Million
0.87% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,980
shares
|
$2.22 Million
0.07% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,972
shares
|
$2.22 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
3,945
shares
|
$2.2 Million
0.03% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Apr 08, 2025 Q1 2025 |
3,939
shares
|
$2.2 Million
0.11% of portfolio
|
Q1 2025
Added 4.21%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,913
shares
|
$2.19 Million
0.15% of portfolio
|
Q1 2025
Added 4.88%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
3,874
shares
|
$2.16 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Apr 10, 2025 Q1 2025 |
3,863
shares
|
$2.16 Million
2.08% of portfolio
|
Q1 2025
Reduced 10.95%
|
|
|
Zwj Investment Counsel Inc
|
Apr 28, 2025 Q1 2025 |
3,857
shares
|
$2.16 Million
0.09% of portfolio
|
Q1 2025
Reduced 8.17%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
3,854
shares
|
$2.15 Million
0.18% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
3,852
shares
|
$2.15 Million
1.31% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Apr 23, 2025 Q1 2025 |
3,846
shares
|
$2.15 Million
1.1% of portfolio
|
Q4 2024
Reduced 0.29%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
3,836
shares
|
$2.14 Million
1.53% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
3,758
shares
|
$2.1 Million
0.03% of portfolio
|
Q1 2025
Added 1.98%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
3,749
shares
|
$2.1 Million
0.11% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Apr 30, 2025 Q1 2025 |
3,741
shares
|
$2.09 Million
2.28% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
3,736
shares
|
$2.09 Million
0.41% of portfolio
|
Q1 2025
Added 38.06%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
May 14, 2025 Q1 2025 |
3,709
shares
|
$2.07 Million
0.78% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
3,707
shares
|
$2.07 Million
0.03% of portfolio
|
Q1 2025
Reduced 17.86%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
3,704
shares
|
$2.07 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Apr 22, 2025 Q1 2025 |
3,701
shares
|
$2.07 Million
2.31% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,681
shares
|
$2.06 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.27%
|