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 |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
734
shares
|
$426,938
0.02% of portfolio
|
Q4 2024
Reduced 16.97%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
732
shares
|
$425,775
0.39% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
John W. Brooker & Co., Cp As
|
Apr 30, 2025 Q1 2025 |
730
shares
|
$424,611
0.19% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
May 12, 2025 Q1 2025 |
730
shares
|
$424,611
0.17% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Norden Group LLC
Provo, UT |
May 07, 2025 Q1 2025 |
723
shares
|
$420,540
0.04% of portfolio
|
Q1 2025
Added 3.14%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
May 13, 2025 Q1 2025 |
717
shares
|
$417,050
0.04% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
715
shares
|
$415,886
0.03% of portfolio
|
Q1 2025
Added 28.83%
|
|
|
Field & Main Bank
|
Apr 23, 2025 Q1 2025 |
713
shares
|
$414,723
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Apr 23, 2025 Q1 2025 |
706
shares
|
$410,651
0.2% of portfolio
|
Q1 2024
Added 6.97%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
705
shares
|
$410,070
0.11% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Apr 10, 2025 Q1 2025 |
705
shares
|
$410,070
0.15% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
703
shares
|
$408,906
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
703
shares
|
$408,906
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
702
shares
|
$408,325
0.06% of portfolio
|
Q3 2024
Reduced 86.66%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
702
shares
|
$408,325
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
May 16, 2025 Q1 2025 |
701
shares
|
$407,743
0.27% of portfolio
|
Q2 2022
Reduced 3.44%
|
|
|
Mathes Company, Inc.
|
May 01, 2025 Q1 2025 |
700
shares
|
$407,162
0.15% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Wp Advisors, LLC
|
May 12, 2025 Q1 2025 |
697
shares
|
$405,417
0.12% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
May 15, 2025 Q1 2025 |
697
shares
|
$405,417
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Zacks Investment Management
Chicago, IL |
May 14, 2025 Q1 2025 |
697
shares
|
$405,417
0.0% of portfolio
|
Q1 2025
Added 10.81%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
May 13, 2025 Q1 2025 |
697
shares
|
$405,417
0.4% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Carret Asset Management, LLC
|
Apr 22, 2025 Q1 2025 |
695
shares
|
$404,253
0.04% of portfolio
|
Q2 2023
Added 1.76%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
690
shares
|
$401,345
0.15% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
690
shares
|
$401,345
0.02% of portfolio
|
Q1 2025
Added 56.82%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
689
shares
|
$400,763
0.04% of portfolio
|
Q4 2024
Added 4.24%
|