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 |
|---|---|---|---|---|---|
|
Hya Advisors, Inc
|
Jul 13, 2022 Q2 2022 |
956
shares
|
$540,073
0.15% of portfolio
|
Q4 2021
Reduced 30.42%
|
|
|
Valeo Financial Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
949
shares
|
$536,118
0.01% of portfolio
|
Q1 2025
Added 7.96%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
945
shares
|
$533,858
0.01% of portfolio
|
Q1 2025
Added 25.33%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
943
shares
|
$532,728
0.05% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
May 15, 2025 Q1 2025 |
943
shares
|
$532,728
0.06% of portfolio
|
Q1 2025
Added 15.56%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
938
shares
|
$529,904
0.09% of portfolio
|
Q1 2023
Reduced 6.2%
|
|
|
3 Edge Asset Management, LP
|
May 01, 2025 Q1 2025 |
932
shares
|
$526,514
0.04% of portfolio
|
Q1 2025
Reduced 14.26%
|
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
929
shares
|
$524,819
0.02% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
925
shares
|
$522,560
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
|
$522,560
0.01% of portfolio
|
Q3 2024
Reduced 2.63%
|
|
|
Bayesian Capital Management, LP
Brooklyn, NY |
May 15, 2025 Q1 2025 |
924
shares
|
$521,995
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
923
shares
|
$521,430
0.27% of portfolio
|
Q4 2024
Reduced 0.75%
|
|
|
Trillium Asset Management, LLC
Boston, MA |
May 12, 2025 Q1 2025 |
920
shares
|
$519,735
0.01% of portfolio
|
Q3 2023
Reduced 1.08%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
919
shares
|
$519,170
0.02% of portfolio
|
Q1 2025
Reduced 0.65%
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
917
shares
|
$518,040
0.1% of portfolio
|
Q1 2022
Reduced 24.65%
|
|
|
First Business Financial Services, Inc.
|
May 02, 2025 Q1 2025 |
915
shares
|
$516,910
0.05% of portfolio
|
Q1 2025
Reduced 0.22%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
915
shares
|
$516,910
0.05% of portfolio
|
Q2 2023
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
909
shares
|
$513,521
0.02% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
May 01, 2025 Q1 2025 |
906
shares
|
$511,826
0.1% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Glenview Trust CO
Louisville, KY |
May 15, 2025 Q1 2025 |
906
shares
|
$511,826
0.01% of portfolio
|
Q3 2024
Reduced 2.05%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
905
shares
|
$511,261
0.02% of portfolio
|
Q1 2025
Reduced 4.23%
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
902
shares
|
$509,566
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
May 14, 2025 Q1 2025 |
900
shares
|
$508,436
0.1% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
897
shares
|
$506,742
0.01% of portfolio
|
Q1 2025
Reduced 55.11%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
897
shares
|
$506,742
0.21% of portfolio
|
Q1 2025
Added 9.26%
|