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 |
|---|---|---|---|---|---|
|
Missouri Trust & Investment CO
Springfield, MO |
Apr 16, 2025 Q1 2025 |
841
shares
|
$475,106
0.16% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Optimum Investment Advisors
|
Apr 30, 2025 Q1 2025 |
840
shares
|
$474,541
0.22% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
839
shares
|
$473,976
0.01% of portfolio
|
Q1 2025
Reduced 77.67%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
835
shares
|
$471,716
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
May 06, 2025 Q1 2025 |
835
shares
|
$471,716
0.36% of portfolio
|
Q1 2025
Reduced 5.11%
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Apr 29, 2025 Q1 2025 |
833
shares
|
$470,586
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
832
shares
|
$470,021
0.06% of portfolio
|
Q1 2025
Added 30.0%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
818
shares
|
$462,112
0.15% of portfolio
|
Q2 2020
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
817
shares
|
$461,547
0.1% of portfolio
|
Q4 2024
Reduced 5.11%
|
|
|
Capital Advisors, Ltd. LLC
|
Apr 15, 2025 Q1 2025 |
814
shares
|
$459,853
0.06% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
813
shares
|
$459,288
0.03% of portfolio
|
Q4 2022
Added 40.17%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
May 02, 2025 Q1 2025 |
810
shares
|
$457,593
0.04% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
806
shares
|
$455,333
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
804
shares
|
$454,203
0.03% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Apr 28, 2025 Q1 2025 |
804
shares
|
$454,203
0.08% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Beirne Wealth Consulting Services, LLC
|
May 01, 2025 Q1 2025 |
802
shares
|
$453,073
0.15% of portfolio
|
Q1 2025
Reduced 3.26%
|
|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
800
shares
|
$451,943
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Marquette Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
800
shares
|
$451,943
0.08% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
May 06, 2025 Q1 2025 |
800
shares
|
$451,943
1.65% of portfolio
|
Q1 2025
Reduced 78.95%
|
|
|
Progressive Investment Management Corp
|
May 13, 2025 Q1 2025 |
799
shares
|
$451,379
0.12% of portfolio
|
Q4 2024
Reduced 24.41%
|
|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Apr 24, 2025 Q1 2025 |
799
shares
|
$451,379
0.09% of portfolio
|
Q1 2023
Reduced 4.99%
|
|
|
Ls Investment Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
798
shares
|
$450,814
0.07% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
798
shares
|
$450,814
0.11% of portfolio
|
Q3 2022
Reduced 40.14%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
797
shares
|
$450,249
0.06% of portfolio
|
Q3 2023
Added 37.89%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
797
shares
|
$450,249
0.03% of portfolio
|
Q4 2024
Reduced 8.5%
|