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 |
|---|---|---|---|---|---|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
1,414
shares
|
$798,811
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
1,411
shares
|
$797,116
0.03% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Apr 28, 2025 Q1 2025 |
1,408
shares
|
$795,421
0.6% of portfolio
|
Q1 2025
Reduced 3.76%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Apr 17, 2025 Q1 2025 |
1,405
shares
|
$793,726
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
First City Capital Management, Inc.
|
Apr 11, 2025 Q1 2025 |
1,402
shares
|
$792,031
0.46% of portfolio
|
Q4 2024
Added 54.58%
|
|
|
Berkshire Money Management, Inc.
|
Apr 23, 2025 Q1 2025 |
1,401
shares
|
$791,466
0.09% of portfolio
|
Q1 2025
Reduced 0.28%
|
|
|
Mission Wealth Management, LP
|
Apr 17, 2025 Q1 2025 |
1,401
shares
|
$791,466
0.02% of portfolio
|
Q1 2025
Added 55.67%
|
|
|
Lam Group, Inc.
Lake Oswego, OR |
Apr 16, 2025 Q1 2025 |
1,400
shares
|
$790,901
0.62% of portfolio
|
Q4 2022
New holding
|
|
|
Sawgrass Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
1,393
shares
|
$786,947
0.09% of portfolio
|
Q4 2024
Reduced 15.83%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
May 01, 2025 Q1 2025 |
1,393
shares
|
$786,947
0.18% of portfolio
|
Q1 2025
Added 3382.5%
|
|
|
Leisure Capital Management
|
May 09, 2025 Q1 2025 |
1,390
shares
|
$785,252
0.31% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
1,389
shares
|
$784,687
0.19% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Gamble Jones Investment Counsel
|
Feb 07, 2023 Q4 2022 |
1,388
shares
|
$784,122
0.05% of portfolio
|
Q4 2021
Added 10.69%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
1,386
shares
|
$782,992
0.12% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
May 06, 2025 Q1 2025 |
1,386
shares
|
$782,992
0.67% of portfolio
|
Q1 2025
Added 9.65%
|
|
|
Fca Corp
Houston, TX |
May 13, 2025 Q1 2025 |
1,380
shares
|
$779,603
0.24% of portfolio
|
Q1 2018
Reduced 3.02%
|
|
|
M. Kraus & CO
|
Apr 17, 2025 Q1 2025 |
1,375
shares
|
$776,778
0.25% of portfolio
|
Q1 2025
Reduced 19.12%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
1,371
shares
|
$774,519
0.11% of portfolio
|
Q3 2024
Reduced 1.3%
|
|
|
Holistic Financial Partners
|
May 06, 2025 Q1 2025 |
1,370
shares
|
$773,954
0.36% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
May 01, 2025 Q1 2025 |
1,369
shares
|
$773,389
0.31% of portfolio
|
Q4 2024
Added 11.39%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
1,364
shares
|
$770,564
0.41% of portfolio
|
Q1 2025
Reduced 12.84%
|
|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,362
shares
|
$769,434
0.14% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Ashford Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,361
shares
|
$768,869
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
1,353
shares
|
$764,350
0.19% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
1,352
shares
|
$763,785
0.38% of portfolio
|
Q1 2025
Reduced 1.89%
|