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 1,513 institutions that hold shares in the stock, with a total of 31.8 Million shares, which have been reported (via 13F filing form) to have a value of $18 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Disciplined Investments, LLC
Tulsa, OK |
Apr 11, 2025 Q1 2025 |
2,655
shares
|
$1.5 Million
0.67% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,654
shares
|
$1.5 Million
0.1% of portfolio
|
Q3 2022
Reduced 9.17%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
2,637
shares
|
$1.49 Million
0.04% of portfolio
|
Q1 2025
Reduced 31.27%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
2,627
shares
|
$1.48 Million
0.11% of portfolio
|
Q1 2025
Added 2.06%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,625
shares
|
$1.48 Million
0.09% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Fiducient Advisors LLC
|
May 15, 2025 Q1 2025 |
2,612
shares
|
$1.48 Million
0.17% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,596
shares
|
$1.47 Million
0.04% of portfolio
|
Q4 2023
Added 8.39%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,569
shares
|
$1.45 Million
0.27% of portfolio
|
Q2 2022
Added 2.03%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
2,560
shares
|
$1.45 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
2,557
shares
|
$1.44 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
2,535
shares
|
$1.43 Million
0.15% of portfolio
|
Q4 2024
Added 1.24%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
2,530
shares
|
$1.43 Million
0.37% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
May 09, 2025 Q1 2025 |
2,528
shares
|
$1.43 Million
0.17% of portfolio
|
Q3 2024
Reduced 3.81%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,524
shares
|
$1.43 Million
0.02% of portfolio
|
Q2 2024
Added 153.16%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
May 01, 2025 Q1 2025 |
2,506
shares
|
$1.42 Million
0.43% of portfolio
|
Q1 2025
Reduced 2.79%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Apr 10, 2025 Q1 2025 |
2,504
shares
|
$1.41 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,500
shares
|
$1.41 Million
0.47% of portfolio
|
Q2 2024
New holding
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
2,500
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
2,497
shares
|
$1.41 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Apr 11, 2025 Q1 2025 |
2,482
shares
|
$1.4 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
2,475
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
2,474
shares
|
$1.4 Million
0.04% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
May 06, 2025 Q1 2025 |
2,472
shares
|
$1.4 Million
1.26% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Apr 16, 2025 Q1 2025 |
2,471
shares
|
$1.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Two Sigma Securities, LLC
New York, NY |
May 15, 2025 Q1 2025 |
2,468
shares
|
$1.39 Million
0.21% of portfolio
|
Q1 2025
New holding
|