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 |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
895
shares
|
$505,612
0.1% of portfolio
|
Q1 2025
Added 25.17%
|
|
|
Creekside Partners
Petaluma, CA |
May 07, 2025 Q1 2025 |
892
shares
|
$503,917
0.25% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
886
shares
|
$500,527
0.01% of portfolio
|
Q1 2025
Added 22.21%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
May 12, 2025 Q1 2025 |
877
shares
|
$495,443
0.37% of portfolio
|
Q1 2025
Added 11.72%
|
|
|
Rovin Capital
|
Apr 25, 2025 Q1 2025 |
873
shares
|
$493,183
0.15% of portfolio
|
Q4 2022
Reduced 5.93%
|
|
|
Lowe Brockenbrough & CO Inc
|
May 13, 2025 Q1 2025 |
872
shares
|
$492,618
0.03% of portfolio
|
Q4 2021
Reduced 1.13%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
871
shares
|
$492,054
0.02% of portfolio
|
Q2 2023
Added 0.35%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
May 09, 2025 Q1 2025 |
871
shares
|
$492,054
0.18% of portfolio
|
Q4 2024
Reduced 18.67%
|
|
|
Guyasuta Investment Advisors Inc
|
Apr 22, 2025 Q1 2025 |
870
shares
|
$491,489
0.03% of portfolio
|
Q1 2025
Added 28.7%
|
|
|
Naviter Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
866
shares
|
$489,229
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Apr 29, 2025 Q1 2025 |
864
shares
|
$488,099
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
863
shares
|
$487,534
0.03% of portfolio
|
Q1 2025
Added 7.47%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
862
shares
|
$486,969
0.01% of portfolio
|
Q1 2025
Added 4.23%
|
|
|
Montis Financial, LLC
|
May 02, 2025 Q1 2025 |
861
shares
|
$486,404
0.14% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
860
shares
|
$485,839
0.07% of portfolio
|
Q1 2025
Reduced 30.25%
|
|
|
Thrive Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
856
shares
|
$483,580
0.09% of portfolio
|
Q1 2025
Reduced 27.64%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
855
shares
|
$483,015
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
855
shares
|
$483,015
0.13% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
854
shares
|
$482,450
0.04% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Litman Gregory Wealth Management LLC
|
May 02, 2025 Q1 2025 |
852
shares
|
$481,320
0.04% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Apr 22, 2025 Q1 2025 |
852
shares
|
$481,320
0.22% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
849
shares
|
$479,625
0.09% of portfolio
|
Q4 2024
Reduced 28.29%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
849
shares
|
$479,625
0.08% of portfolio
|
Q1 2025
Reduced 6.81%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
845
shares
|
$477,365
0.09% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
841
shares
|
$475,106
0.14% of portfolio
|
Q4 2024
Added 0.12%
|