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 |
|---|---|---|---|---|---|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
613
shares
|
$356,557
0.24% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
613
shares
|
$356,557
0.01% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
613
shares
|
$356,557
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
609
shares
|
$354,230
0.16% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
608
shares
|
$353,649
0.01% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
607
shares
|
$353,067
0.02% of portfolio
|
Q1 2025
Reduced 57.85%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
607
shares
|
$353,067
0.05% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
604
shares
|
$351,322
0.11% of portfolio
|
Q1 2025
Added 27.43%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
604
shares
|
$351,322
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
603
shares
|
$350,740
0.04% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
603
shares
|
$350,740
0.03% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
600
shares
|
$348,996
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
600
shares
|
$348,996
0.12% of portfolio
|
Q4 2020
New holding
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
600
shares
|
$348,996
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
597
shares
|
$347,251
0.02% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
595
shares
|
$346,087
0.47% of portfolio
|
Q3 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
592
shares
|
$344,342
0.19% of portfolio
|
Q2 2022
Reduced 8.5%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
591
shares
|
$343,761
0.03% of portfolio
|
Q2 2024
Reduced 10.59%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
591
shares
|
$343,761
0.01% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
590
shares
|
$343,179
0.06% of portfolio
|
Q1 2024
Reduced 8.95%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
590
shares
|
$343,179
0.07% of portfolio
|
Q1 2025
Added 25.53%
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
586
shares
|
$340,852
0.15% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
585
shares
|
$340,271
0.17% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
582
shares
|
$338,526
0.01% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
576
shares
|
$335,036
0.06% of portfolio
|
Q3 2022
New holding
|