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 1,522 institutions that hold shares in the stock, with a total of 34.5 Million shares, which have been reported (via 13F filing form) to have a value of $20.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,111
shares
|
$646,224
0.01% of portfolio
|
Q1 2025
Added 6.93%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,107
shares
|
$643,897
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
1,105
shares
|
$642,734
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
1,097
shares
|
$638,081
0.01% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Plante Moran Financial Advisors, LLC
|
May 08, 2025 Q1 2025 |
1,096
shares
|
$637,499
0.05% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,092
shares
|
$635,172
0.04% of portfolio
|
Q4 2023
Reduced 0.36%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
1,091
shares
|
$634,591
0.14% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
1,089
shares
|
$633,427
0.08% of portfolio
|
Q3 2024
Reduced 3.2%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
1,087
shares
|
$632,264
0.28% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,084
shares
|
$630,519
0.01% of portfolio
|
Q1 2025
Reduced 92.3%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
1,081
shares
|
$628,774
0.47% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Mirador Capital Partners LP
|
Jul 09, 2025 Q2 2025 |
1,079
shares
|
$627,611
0.1% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
1,079
shares
|
$627,611
0.02% of portfolio
|
Q1 2025
Reduced 64.96%
|
|
|
Fagan Associates, Inc.
|
May 05, 2025 Q1 2025 |
1,077
shares
|
$626,447
0.1% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
1,075
shares
|
$625,284
0.06% of portfolio
|
Q4 2024
Reduced 50.46%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Apr 21, 2025 Q1 2025 |
1,075
shares
|
$625,284
0.08% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
1,071
shares
|
$622,957
0.08% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
1,067
shares
|
$620,631
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
First Western Trust Bank
Denver, CO |
May 12, 2025 Q1 2025 |
1,055
shares
|
$613,651
0.03% of portfolio
|
Q1 2025
Added 11.17%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
1,050
shares
|
$610,743
0.02% of portfolio
|
Q1 2025
Reduced 12.21%
|
|
|
Compass Planning Associates Inc
Greenfield, MA |
Apr 14, 2025 Q1 2025 |
1,044
shares
|
$607,253
0.56% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
1,039
shares
|
$604,344
0.02% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 05, 2025 Q1 2025 |
1,039
shares
|
$604,344
0.01% of portfolio
|
Q4 2023
Added 0.87%
|
|
|
Sja Financial Advisory, LLC
|
May 14, 2025 Q1 2025 |
1,038
shares
|
$603,763
0.42% of portfolio
|
Q1 2025
Reduced 3.08%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Apr 14, 2025 Q1 2025 |
1,036
shares
|
$602,599
0.03% of portfolio
|
Q1 2025
Reduced 3.9%
|