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 1,507 institutions that hold shares in the stock, with a total of 29.4 Million shares, which have been reported (via 13F filing form) to have a value of $16.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
54,338
shares
|
$30.3 Million
0.44% of portfolio
|
Q1 2025
Added 575.59%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
May 12, 2025 Q1 2025 |
53,719
shares
|
$30 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.23%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
53,075
shares
|
$29.6 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.47%
|
|
|
Oldfather Financial Services, LLC
|
May 01, 2025 Q1 2025 |
51,922
shares
|
$28.9 Million
10.52% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
51,720
shares
|
$28.8 Million
0.44% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
51,469
shares
|
$28.7 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Crewe Advisors LLC
|
Apr 22, 2025 Q1 2025 |
50,953
shares
|
$28.4 Million
3.91% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Granite Bay Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
50,398
shares
|
$28.1 Million
9.34% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Cumberland Advisors Inc
|
May 09, 2025 Q1 2025 |
48,437
shares
|
$27 Million
11.72% of portfolio
|
Q1 2025
Reduced 2.11%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
47,327
shares
|
$26.4 Million
0.89% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
47,146
shares
|
$26.3 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.52%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
46,445
shares
|
$25.9 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.16%
|
|
|
Ifg Advisors, LLC
|
Apr 08, 2025 Q1 2025 |
46,397
shares
|
$25.9 Million
4.89% of portfolio
|
Q1 2025
Added 4.46%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
46,240
shares
|
$25.8 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.24%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
45,304
shares
|
$25.3 Million
4.56% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
45,212
shares
|
$25.2 Million
0.11% of portfolio
|
Q4 2024
Added 29.13%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
44,805
shares
|
$25 Million
3.9% of portfolio
|
Q4 2024
Reduced 0.09%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
44,380
shares
|
$24.7 Million
0.83% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Lcm Capital Management Inc
|
May 09, 2025 Q1 2025 |
43,787
shares
|
$24.4 Million
13.37% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
43,102
shares
|
$24 Million
4.57% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
42,360
shares
|
$23.6 Million
1.39% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
C V Starr & CO Inc
New York, NY |
May 13, 2025 Q1 2025 |
42,100
shares
|
$23.5 Million
17.48% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
41,865
shares
|
$23.3 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
40,326
shares
|
$22.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 21.89%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
40,185
shares
|
$22.4 Million
0.8% of portfolio
|
Q4 2024
Added 1.05%
|