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 |
|---|---|---|---|---|---|
|
Appleton Partners Inc
|
Apr 22, 2025 Q1 2025 |
1,941
shares
|
$1.1 Million
0.08% of portfolio
|
Q1 2025
Added 98.47%
|
|
|
Stephens Inc
|
May 01, 2025 Q1 2025 |
1,941
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
1,935
shares
|
$1.09 Million
0.09% of portfolio
|
Q1 2025
Added 53.09%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
1,935
shares
|
$1.09 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
May 13, 2025 Q1 2025 |
1,929
shares
|
$1.09 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
1,910
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
1,907
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
Added 94.39%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
May 15, 2025 Q1 2025 |
1,894
shares
|
$1.07 Million
0.82% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Private Wealth Group, LLC
|
Apr 16, 2025 Q1 2025 |
1,887
shares
|
$1.07 Million
0.61% of portfolio
|
Q1 2020
Reduced 84.36%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 09, 2025 Q1 2025 |
1,878
shares
|
$1.06 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Apr 30, 2025 Q1 2025 |
1,876
shares
|
$1.06 Million
0.45% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
1,875
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2023
Reduced 51.44%
|
|
|
Clifford Swan Investment Counsel LLC
|
May 05, 2025 Q1 2025 |
1,870
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Apr 15, 2025 Q1 2025 |
1,868
shares
|
$1.06 Million
0.25% of portfolio
|
Q1 2025
Reduced 2.2%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,866
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2024
Reduced 45.6%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
1,858
shares
|
$1.05 Million
0.18% of portfolio
|
Q4 2024
Added 29.3%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
1,855
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.2%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
1,840
shares
|
$1.04 Million
0.06% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Beacon Financial Advisory LLC
|
Apr 24, 2025 Q1 2025 |
1,832
shares
|
$1.03 Million
0.33% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
1,832
shares
|
$1.03 Million
0.03% of portfolio
|
Q1 2025
Reduced 22.04%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Apr 18, 2025 Q1 2025 |
1,832
shares
|
$1.03 Million
0.42% of portfolio
|
Q1 2025
Reduced 12.26%
|
|
|
Sfm, LLC
Manchester, NH |
Apr 17, 2025 Q1 2025 |
1,825
shares
|
$1.03 Million
0.72% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
1,819
shares
|
$1.03 Million
0.08% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Cadence Bank
Tupelo, MS |
May 14, 2025 Q1 2025 |
1,818
shares
|
$1.03 Million
0.07% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
1,804
shares
|
$1.02 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.61%
|