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 1,507 institutions that hold shares in the stock, with a total of 29.3 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exeter Financial, LLC
|
Apr 04, 2025 Q1 2025 |
450
shares
|
$250,897
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Aquire Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
449
shares
|
$250,339
0.07% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
449
shares
|
$250,339
0.02% of portfolio
|
Q4 2024
Added 6.15%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
448
shares
|
$249,782
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
First Pacific Financial
|
Apr 23, 2025 Q1 2025 |
448
shares
|
$249,782
0.06% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
448
shares
|
$249,782
0.01% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
May 06, 2025 Q1 2025 |
448
shares
|
$249,782
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Excalibur Management Corp
|
May 08, 2025 Q1 2025 |
447
shares
|
$249,224
0.09% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Inspirion Wealth Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
445
shares
|
$248,109
0.03% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
445
shares
|
$248,109
0.03% of portfolio
|
Q1 2025
Reduced 14.59%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
444
shares
|
$247,552
0.02% of portfolio
|
Q1 2022
Reduced 41.81%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
May 13, 2025 Q1 2025 |
443
shares
|
$246,994
0.2% of portfolio
|
Q4 2022
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
442
shares
|
$246,437
0.01% of portfolio
|
Q1 2025
Added 11.06%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
441
shares
|
$245,879
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
440
shares
|
$245,321
0.08% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
439
shares
|
$244,764
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Apr 28, 2025 Q1 2025 |
439
shares
|
$244,764
0.05% of portfolio
|
Q3 2024
Reduced 16.38%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
May 14, 2025 Q1 2025 |
435
shares
|
$242,534
0.04% of portfolio
|
Q1 2025
Added 19.18%
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
434
shares
|
$241,976
0.07% of portfolio
|
Q1 2025
Reduced 6.47%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
434
shares
|
$241,976
0.05% of portfolio
|
Q1 2025
Reduced 14.9%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
430
shares
|
$239,746
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Feb 13, 2025 Q4 2024 |
429
shares
|
$239,188
0.0% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
428
shares
|
$238,631
0.11% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Apr 14, 2025 Q1 2025 |
427
shares
|
$238,073
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
426
shares
|
$237,516
0.02% of portfolio
|
Q1 2025
Reduced 6.58%
|