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 |
|---|---|---|---|---|---|
|
Carrera Capital Advisors
Troy, MI |
May 07, 2025 Q1 2025 |
1,643
shares
|
$928,179
0.19% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,642
shares
|
$927,615
0.06% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
1,638
shares
|
$925,355
0.08% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Pettinga Financial Advisors, LLC
|
May 02, 2025 Q1 2025 |
1,636
shares
|
$924,225
0.21% of portfolio
|
Q1 2025
Added 8.99%
|
|
|
Orgel Wealth Management, LLC
|
Apr 15, 2025 Q1 2025 |
1,634
shares
|
$923,095
0.02% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
1,629
shares
|
$920,270
0.08% of portfolio
|
Q1 2025
Reduced 25.85%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
1,629
shares
|
$920,270
0.36% of portfolio
|
Q1 2025
Reduced 4.29%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
1,620
shares
|
$915,186
0.27% of portfolio
|
Q1 2025
Reduced 47.23%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
1,616
shares
|
$912,926
0.28% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,613
shares
|
$911,232
0.13% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,605
shares
|
$906,712
0.23% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Greystone Financial Group, LLC
|
Apr 14, 2025 Q1 2025 |
1,602
shares
|
$905,017
0.16% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Rockland Trust CO
|
Apr 16, 2025 Q1 2025 |
1,601
shares
|
$904,452
0.04% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Accredited Investors Inc.
|
May 06, 2025 Q1 2025 |
1,566
shares
|
$884,680
0.05% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
1,566
shares
|
$884,680
0.38% of portfolio
|
Q1 2025
Reduced 0.32%
|
|
|
Rtd Financial Advisors, Inc.
|
Apr 16, 2025 Q1 2025 |
1,560
shares
|
$881,290
0.11% of portfolio
|
Q4 2023
Reduced 0.64%
|
|
|
Vera Bank, N.A.
|
May 09, 2025 Q1 2025 |
1,545
shares
|
$872,816
0.24% of portfolio
|
Q3 2022
Reduced 1.47%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
1,537
shares
|
$868,297
0.73% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
1,534
shares
|
$866,602
0.16% of portfolio
|
Q4 2023
Reduced 3.16%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,525
shares
|
$861,518
0.1% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Clarendon Private LLC
Boston, MA |
May 07, 2025 Q1 2025 |
1,510
shares
|
$853,044
0.85% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
May 13, 2025 Q1 2025 |
1,508
shares
|
$851,914
0.34% of portfolio
|
Q1 2025
Reduced 24.41%
|
|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
1,503
shares
|
$849,089
0.33% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
1,502
shares
|
$848,524
0.32% of portfolio
|
Q4 2022
Reduced 0.4%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
1,497
shares
|
$845,700
0.04% of portfolio
|
Q4 2024
Reduced 6.26%
|