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 |
|---|---|---|---|---|---|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
2,468
shares
|
$1.39 Million
0.4% of portfolio
|
Q1 2025
Added 1.56%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
2,466
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.37%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Apr 17, 2025 Q1 2025 |
2,458
shares
|
$1.39 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.38%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
2,436
shares
|
$1.38 Million
0.15% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,435
shares
|
$1.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
2,414
shares
|
$1.36 Million
0.23% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
2,410
shares
|
$1.36 Million
0.07% of portfolio
|
Q2 2024
Reduced 20.65%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
May 07, 2025 Q1 2025 |
2,403
shares
|
$1.36 Million
0.13% of portfolio
|
Q3 2022
Reduced 1.15%
|
|
|
Altfest L J & CO Inc
|
May 09, 2025 Q1 2025 |
2,402
shares
|
$1.36 Million
0.2% of portfolio
|
Q1 2025
Reduced 90.18%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
2,388
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
2,379
shares
|
$1.34 Million
0.07% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Renaissance Investment Group LLC
|
May 07, 2025 Q1 2025 |
2,373
shares
|
$1.34 Million
0.32% of portfolio
|
Q1 2025
Reduced 65.5%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
2,321
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
May 07, 2025 Q1 2025 |
2,304
shares
|
$1.3 Million
0.52% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,301
shares
|
$1.3 Million
0.66% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Clear Harbor Asset Management, LLC
|
May 15, 2025 Q1 2025 |
2,298
shares
|
$1.3 Million
0.1% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Castle Rock Wealth Management, LLC
|
Apr 08, 2025 Q1 2025 |
2,285
shares
|
$1.29 Million
0.35% of portfolio
|
Q1 2025
Reduced 5.15%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
2,263
shares
|
$1.28 Million
0.49% of portfolio
|
Q1 2024
Reduced 27.75%
|
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
2,251
shares
|
$1.27 Million
0.14% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
2,250
shares
|
$1.27 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Warner Financial, Inc
Bethesda, MD |
Apr 21, 2025 Q1 2025 |
2,247
shares
|
$1.27 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Feb 12, 2025 Q4 2024 |
2,242
shares
|
$1.27 Million
0.11% of portfolio
|
Q2 2024
Reduced 1.58%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
2,219
shares
|
$1.25 Million
0.02% of portfolio
|
Q1 2025
Reduced 63.15%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
2,216
shares
|
$1.25 Million
0.04% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
2,210
shares
|
$1.25 Million
1.25% of portfolio
|
Q1 2025
Reduced 1.16%
|