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 |
|---|---|---|---|---|---|
|
Round Rock Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
1,362
shares
|
$789,905
0.14% of portfolio
|
Q2 2024
Added 0.15%
|
|
|
Ashford Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
1,361
shares
|
$789,325
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Congress Asset Management CO
|
Jul 16, 2025 Q2 2025 |
1,356
shares
|
$786,425
0.01% of portfolio
|
Q2 2025
Added 115.58%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
1,353
shares
|
$784,685
0.19% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
1,352
shares
|
$784,105
0.38% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Gator Capital Management, LLC
|
May 13, 2025 Q1 2025 |
1,339
shares
|
$776,566
0.28% of portfolio
|
Q1 2025
Reduced 16.88%
|
|
|
Viawealth, LLC
Overland Park, KS |
May 07, 2025 Q1 2025 |
1,325
shares
|
$768,447
0.44% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Long Road Investment Counsel, LLC
|
May 12, 2025 Q1 2025 |
1,320
shares
|
$765,547
0.28% of portfolio
|
Q1 2025
Reduced 16.98%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
1,318
shares
|
$764,387
0.01% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,312
shares
|
$760,907
0.01% of portfolio
|
Q1 2025
Reduced 22.37%
|
|
|
Stanich Group LLC
Montauk, NY |
Apr 17, 2025 Q1 2025 |
1,311
shares
|
$760,327
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
1,307
shares
|
$758,007
0.03% of portfolio
|
Q1 2024
Added 10.2%
|
|
|
Schrum Private Wealth Management LLC
|
May 02, 2025 Q1 2025 |
1,298
shares
|
$752,788
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,290
shares
|
$748,148
0.47% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
May 09, 2025 Q1 2025 |
1,288
shares
|
$746,988
0.21% of portfolio
|
Q1 2025
Reduced 40.26%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
1,288
shares
|
$746,988
0.02% of portfolio
|
Q1 2025
Added 0.63%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
1,282
shares
|
$743,508
0.03% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Bridgewater Advisors Inc.
|
May 02, 2025 Q1 2025 |
1,278
shares
|
$741,188
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Truepoint, Inc.
|
May 12, 2025 Q1 2025 |
1,276
shares
|
$740,028
0.02% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
1,268
shares
|
$735,389
0.05% of portfolio
|
Q4 2023
Reduced 1.4%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
1,263
shares
|
$732,489
0.32% of portfolio
|
Q1 2025
Added 18.7%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,258
shares
|
$729,589
0.05% of portfolio
|
Q2 2025
Reduced 2.86%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,257
shares
|
$729,009
0.01% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Avalon Trust CO
Santa Fe, NM |
May 09, 2025 Q1 2025 |
1,254
shares
|
$727,269
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
1,251
shares
|
$725,529
0.1% of portfolio
|
Q1 2025
Added 1.96%
|