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 |
|---|---|---|---|---|---|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
400
shares
|
$223,019
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
399
shares
|
$222,462
0.01% of portfolio
|
Q1 2025
Reduced 21.15%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
397
shares
|
$221,347
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
397
shares
|
$221,347
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
396
shares
|
$220,789
0.02% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
395
shares
|
$220,232
0.02% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
394
shares
|
$219,674
0.28% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
392
shares
|
$218,559
0.08% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
392
shares
|
$218,559
0.04% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
390
shares
|
$217,444
0.04% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
387
shares
|
$215,771
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
385
shares
|
$214,656
0.06% of portfolio
|
Q1 2024
Reduced 11.49%
|
|
|
Private Capital Management, LLC
Naples, FL |
Feb 14, 2025 Q4 2024 |
385
shares
|
$214,656
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
385
shares
|
$214,656
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
385
shares
|
$214,656
0.0% of portfolio
|
Q1 2025
Reduced 26.81%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
383
shares
|
$213,541
0.09% of portfolio
|
Q1 2025
Reduced 32.57%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
May 09, 2025 Q1 2025 |
383
shares
|
$213,541
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Apr 11, 2025 Q1 2025 |
381
shares
|
$212,426
0.02% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Breakwater Investment Management
Seattle, WA |
Apr 17, 2025 Q1 2025 |
380
shares
|
$211,868
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
377
shares
|
$210,196
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
377
shares
|
$210,196
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
376
shares
|
$209,638
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
373
shares
|
$207,966
0.01% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Feb 14, 2025 Q4 2024 |
365
shares
|
$203,505
0.03% of portfolio
|
Q4 2024
Reduced 2.93%
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
358
shares
|
$199,602
0.09% of portfolio
|
Q1 2025
Added 2.58%
|