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 |
|---|---|---|---|---|---|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
400
shares
|
$232,664
0.07% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Apr 22, 2025 Q1 2025 |
400
shares
|
$232,664
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Apr 03, 2025 Q1 2025 |
400
shares
|
$232,664
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
May 08, 2025 Q1 2025 |
400
shares
|
$232,664
0.06% of portfolio
|
Q1 2024
Reduced 75.23%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jul 11, 2025 Q2 2025 |
400
shares
|
$232,664
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
400
shares
|
$232,664
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
May 05, 2025 Q1 2025 |
400
shares
|
$232,664
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
399
shares
|
$232,082
0.01% of portfolio
|
Q1 2025
Reduced 21.15%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
397
shares
|
$230,919
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
397
shares
|
$230,919
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Apr 11, 2025 Q1 2025 |
396
shares
|
$230,337
0.02% of portfolio
|
Q1 2025
Added 10.61%
|
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2025 Q2 2025 |
395
shares
|
$229,755
0.05% of portfolio
|
Q2 2025
Reduced 24.9%
|
|
|
First American Trust, Fsb
|
May 12, 2025 Q1 2025 |
395
shares
|
$229,755
0.02% of portfolio
|
Q1 2025
Reduced 0.75%
|
|
|
Objective Capital Management, LLC
|
May 07, 2025 Q1 2025 |
394
shares
|
$229,174
0.28% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
393
shares
|
$228,592
0.07% of portfolio
|
Q2 2025
Reduced 9.45%
|
|
|
Tranquility Partners, LLC
|
Apr 24, 2025 Q1 2025 |
392
shares
|
$228,010
0.08% of portfolio
|
Q3 2024
Reduced 6.22%
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
392
shares
|
$228,010
0.04% of portfolio
|
Q3 2024
Added 43.59%
|
|
|
Summit Financial Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
390
shares
|
$226,847
0.04% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
387
shares
|
$225,102
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Accelerate Investment Advisors LLC
Aliso Viejo, CA |
Jul 07, 2025 Q2 2025 |
386
shares
|
$224,520
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Platte River Wealth Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
385
shares
|
$223,939
0.06% of portfolio
|
Q1 2024
Reduced 11.49%
|
|
|
Private Capital Management, LLC
Naples, FL |
May 15, 2025 Q1 2025 |
385
shares
|
$223,939
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
385
shares
|
$223,939
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
385
shares
|
$223,939
0.0% of portfolio
|
Q1 2025
Reduced 26.81%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
383
shares
|
$222,775
0.09% of portfolio
|
Q1 2025
Reduced 32.57%
|