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 |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
485
shares
|
$271,037
0.03% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
480
shares
|
$268,243
0.04% of portfolio
|
Q1 2025
Reduced 38.06%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Feb 14, 2025 Q4 2024 |
478
shares
|
$267,125
0.18% of portfolio
|
Q4 2024
Added 0.21%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Apr 01, 2025 Q1 2025 |
477
shares
|
$266,566
0.06% of portfolio
|
Q1 2025
Added 26.19%
|
|
|
Maryland Capital Advisors Inc.
|
May 06, 2025 Q1 2025 |
476
shares
|
$266,007
0.12% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
475
shares
|
$265,449
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Hanson & Doremus Investment Management
|
Apr 17, 2025 Q1 2025 |
475
shares
|
$265,449
0.04% of portfolio
|
Q2 2022
Reduced 5.0%
|
|
|
Citizens Business Bank
Ontario, CA |
May 14, 2025 Q1 2025 |
475
shares
|
$265,449
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
474
shares
|
$264,890
0.12% of portfolio
|
Q1 2025
Reduced 13.82%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
May 14, 2025 Q1 2025 |
473
shares
|
$264,331
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Cap Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
471
shares
|
$263,213
0.03% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Apr 30, 2025 Q1 2025 |
471
shares
|
$263,213
0.06% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
469
shares
|
$262,095
0.06% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Index Fund Advisors, Inc.
|
Apr 30, 2025 Q1 2025 |
469
shares
|
$262,095
0.02% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
468
shares
|
$261,537
0.02% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
468
shares
|
$261,537
0.01% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Wealth Trust Axiom LLC
|
May 14, 2025 Q1 2025 |
466
shares
|
$260,419
0.08% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Tradition Wealth Management, LLC
|
May 14, 2025 Q1 2025 |
466
shares
|
$260,419
0.02% of portfolio
|
Q4 2023
Added 3.1%
|
|
|
Resources Management Corp
West Hartford, CT |
Feb 14, 2025 Q4 2024 |
466
shares
|
$260,419
0.04% of portfolio
|
Q4 2024
Reduced 14.65%
|
|
|
Isthmus Partners, LLC
Madison, WI |
May 01, 2025 Q1 2025 |
465
shares
|
$259,860
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Apr 16, 2025 Q1 2025 |
465
shares
|
$259,860
0.03% of portfolio
|
Q4 2023
Reduced 29.22%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
465
shares
|
$259,860
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
464
shares
|
$259,301
0.02% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Apr 24, 2025 Q1 2025 |
464
shares
|
$259,301
0.03% of portfolio
|
Q3 2024
Added 12.35%
|
|
|
Johnson Financial Group, LLC
Denver, CO |
May 12, 2025 Q1 2025 |
463
shares
|
$258,742
0.03% of portfolio
|
Q1 2025
New holding
|