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 |
|---|---|---|---|---|---|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
956
shares
|
$556,066
0.15% of portfolio
|
Q4 2021
Reduced 30.42%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
949
shares
|
$551,995
0.01% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
945
shares
|
$549,668
0.01% of portfolio
|
Q1 2025
Added 25.33%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
943
shares
|
$548,505
0.05% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
943
shares
|
$548,505
0.06% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
938
shares
|
$545,597
0.09% of portfolio
|
Q1 2023
Reduced 6.2%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
932
shares
|
$542,107
0.04% of portfolio
|
Q1 2025
Reduced 14.26%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
929
shares
|
$540,362
0.02% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
925
shares
|
$538,035
0.04% of portfolio
|
Q1 2025
Added 23.01%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
May 08, 2025 Q1 2025 |
925
shares
|
$538,035
0.01% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
924
shares
|
$537,453
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
923
shares
|
$536,872
0.27% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
920
shares
|
$535,127
0.01% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
919
shares
|
$534,545
0.02% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
917
shares
|
$533,382
0.1% of portfolio
|
Q1 2022
Reduced 24.65%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
915
shares
|
$532,218
0.05% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
915
shares
|
$532,218
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
909
shares
|
$528,728
0.02% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
906
shares
|
$526,983
0.1% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
905
shares
|
$526,402
0.02% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
902
shares
|
$524,657
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
900
shares
|
$523,494
0.1% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
897
shares
|
$521,749
0.01% of portfolio
|
Q1 2025
Reduced 55.11%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
897
shares
|
$521,749
0.21% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
895
shares
|
$520,585
0.1% of portfolio
|
Q1 2025
Added 25.17%
|