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 |
|---|---|---|---|---|---|
|
Gryphon Financial Partners LLC
|
May 12, 2025 Q1 2025 |
2,201
shares
|
$1.24 Million
0.17% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Tompkins Financial Corp
|
Apr 07, 2025 Q1 2025 |
2,191
shares
|
$1.24 Million
0.11% of portfolio
|
Q1 2025
Added 15.07%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Apr 10, 2025 Q1 2025 |
2,187
shares
|
$1.24 Million
0.23% of portfolio
|
Q1 2025
Added 19.84%
|
|
|
Choate Investment Advisors
Boston, MA |
May 14, 2025 Q1 2025 |
2,184
shares
|
$1.23 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.18%
|
|
|
Plancorp, LLC
|
May 15, 2025 Q1 2025 |
2,163
shares
|
$1.22 Million
0.05% of portfolio
|
Q1 2025
Added 115.65%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,154
shares
|
$1.22 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
Alpha Star Capital Management, LLC
|
Apr 30, 2025 Q1 2025 |
2,135
shares
|
$1.21 Million
0.11% of portfolio
|
Q1 2025
Added 2.55%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
2,133
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.62%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
2,125
shares
|
$1.2 Million
0.03% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Braun Stacey Associates Inc
|
Apr 29, 2025 Q1 2025 |
2,123
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2025
Reduced 10.12%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,122
shares
|
$1.2 Million
0.63% of portfolio
|
Q4 2023
New holding
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
2,111
shares
|
$1.19 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
2,110
shares
|
$1.19 Million
0.01% of portfolio
|
Q1 2025
Added 51.04%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Apr 15, 2025 Q1 2025 |
2,110
shares
|
$1.19 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Tru Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
2,101
shares
|
$1.19 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,097
shares
|
$1.18 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Emprise Bank
Wichita, KS |
Apr 01, 2025 Q1 2025 |
2,096
shares
|
$1.18 Million
0.6% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
2,090
shares
|
$1.18 Million
0.31% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Bank Of Hawaii
Honolulu, HI |
May 14, 2025 Q1 2025 |
2,087
shares
|
$1.18 Million
0.06% of portfolio
|
Q1 2024
Added 38.21%
|
|
|
Jfs Wealth Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
2,086
shares
|
$1.18 Million
0.08% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Sol Capital Management CO
|
Apr 23, 2025 Q1 2025 |
2,075
shares
|
$1.17 Million
0.12% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
2,072
shares
|
$1.17 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.26%
|
|
|
Pacific Financial Group Inc
|
Apr 23, 2025 Q1 2025 |
2,063
shares
|
$1.17 Million
0.89% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
2,052
shares
|
$1.16 Million
0.07% of portfolio
|
Q1 2025
Added 39.5%
|
|
|
Astoria Portfolio Advisors Llc.
|
Apr 25, 2025 Q1 2025 |
2,051
shares
|
$1.16 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.77%
|