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 1,527 institutions that hold shares in the stock, with a total of 33.3 Million shares, which have been reported (via 13F filing form) to have a value of $19.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vista Investment Management
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
1,503
shares
|
$871,679
0.33% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Retirement Capital Strategies
|
May 14, 2025 Q1 2025 |
1,502
shares
|
$871,099
0.32% of portfolio
|
Q4 2022
Reduced 0.4%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
1,497
shares
|
$868,200
0.04% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
1,484
shares
|
$860,660
0.49% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,479
shares
|
$857,760
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
1,476
shares
|
$856,020
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,474
shares
|
$854,861
0.05% of portfolio
|
Q2 2025
Added 36750.0%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
1,473
shares
|
$854,281
0.26% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
1,470
shares
|
$852,541
0.62% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,465
shares
|
$849,641
0.05% of portfolio
|
Q1 2023
Added 59.41%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
1,454
shares
|
$843,261
0.3% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Petix & Botte CO
|
May 13, 2025 Q1 2025 |
1,450
shares
|
$840,942
0.21% of portfolio
|
Q2 2024
Added 76.83%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
1,449
shares
|
$840,362
0.02% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Bay Colony Advisory Group, Inc D
|
Apr 21, 2025 Q1 2025 |
1,449
shares
|
$840,362
0.12% of portfolio
|
Q1 2025
Reduced 7.47%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
1,447
shares
|
$839,202
0.05% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
May 15, 2025 Q1 2025 |
1,445
shares
|
$838,042
0.21% of portfolio
|
Q1 2025
Reduced 88.05%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
1,441
shares
|
$835,722
0.01% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
1,440
shares
|
$835,142
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Apr 21, 2025 Q1 2025 |
1,440
shares
|
$835,142
0.65% of portfolio
|
Q1 2025
Added 192.68%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
May 13, 2025 Q1 2025 |
1,440
shares
|
$835,142
0.1% of portfolio
|
Q1 2025
Reduced 5.57%
|
|
|
Ccg Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
1,437
shares
|
$833,402
0.47% of portfolio
|
Q2 2023
Added 12.97%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
1,437
shares
|
$833,402
0.08% of portfolio
|
Q1 2025
Added 48.45%
|
|
|
Providence First Trust CO
|
May 12, 2025 Q1 2025 |
1,431
shares
|
$829,922
0.32% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
1,428
shares
|
$828,182
0.48% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
1,428
shares
|
$828,182
0.58% of portfolio
|
Q1 2025
Added 7.29%
|