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 1,509 institutions that hold shares in the stock, with a total of 28.8 Million shares, which have been reported (via 13F filing form) to have a value of $16.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
May 12, 2025 Q1 2025 |
613
shares
|
$342,568
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Apr 15, 2025 Q1 2025 |
612
shares
|
$342,010
0.01% of portfolio
|
Q1 2025
Reduced 7.41%
|
|
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
609
shares
|
$340,333
0.16% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
608
shares
|
$339,774
0.01% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
604
shares
|
$337,539
0.11% of portfolio
|
Q1 2025
Added 27.43%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
604
shares
|
$337,539
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Sym Financial Corp
|
May 06, 2025 Q1 2025 |
603
shares
|
$336,980
0.04% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Spc Financial, Inc.
|
May 08, 2025 Q1 2025 |
603
shares
|
$336,980
0.03% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
600
shares
|
$335,304
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Tria Gen Wealth Management LLC
|
May 13, 2025 Q1 2025 |
600
shares
|
$335,304
0.12% of portfolio
|
Q4 2020
New holding
|
|
|
Eisler Capital Management Ltd.
London, X0 |
May 14, 2025 Q1 2025 |
600
shares
|
$335,304
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
May 14, 2025 Q1 2025 |
597
shares
|
$333,627
0.02% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
595
shares
|
$332,509
0.47% of portfolio
|
Q3 2023
New holding
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
592
shares
|
$330,833
0.19% of portfolio
|
Q2 2022
Reduced 8.5%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
591
shares
|
$330,274
0.03% of portfolio
|
Q2 2024
Reduced 10.59%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
591
shares
|
$330,274
0.01% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Well Done, LLC
|
Apr 21, 2025 Q1 2025 |
590
shares
|
$329,715
0.06% of portfolio
|
Q1 2024
Reduced 8.95%
|
|
|
Ellis Investment Partners, LLC
|
Apr 22, 2025 Q1 2025 |
590
shares
|
$329,715
0.07% of portfolio
|
Q1 2025
Added 25.53%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
590
shares
|
$329,715
0.27% of portfolio
|
Q1 2024
New holding
|
|
|
Berkeley, Inc
Boise, ID |
May 01, 2025 Q1 2025 |
586
shares
|
$327,480
0.15% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Financial Council Asset Management Inc
|
Apr 15, 2025 Q1 2025 |
585
shares
|
$326,921
0.17% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
582
shares
|
$325,244
0.01% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Apr 08, 2025 Q1 2025 |
576
shares
|
$321,891
0.07% of portfolio
|
Q3 2022
New holding
|
|
|
Sns Financial Group, LLC
|
May 05, 2025 Q1 2025 |
575
shares
|
$321,333
0.03% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Bouchey Financial Group LTD
|
May 09, 2025 Q1 2025 |
575
shares
|
$321,333
0.03% of portfolio
|
Q1 2025
Reduced 36.11%
|