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 |
|---|---|---|---|---|---|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Jun 23, 2025 Q1 2025 |
383
shares
|
$222,775
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 11, 2025 Q2 2025 |
381
shares
|
$221,612
0.02% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jul 09, 2025 Q2 2025 |
380
shares
|
$221,030
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
378
shares
|
$219,867
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
377
shares
|
$219,285
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
One Charles Private Wealth Services, LLC
|
May 08, 2025 Q1 2025 |
377
shares
|
$219,285
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Fortem Financial Group, LLC
|
May 01, 2025 Q1 2025 |
376
shares
|
$218,704
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
373
shares
|
$216,959
0.01% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
370
shares
|
$215,214
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Jul 09, 2025 Q2 2025 |
364
shares
|
$211,724
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Pachira Investments Inc.
|
Jul 10, 2025 Q2 2025 |
359
shares
|
$208,815
0.17% of portfolio
|
Q2 2025
Reduced 15.53%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
359
shares
|
$208,815
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
May 05, 2025 Q1 2025 |
358
shares
|
$208,234
0.09% of portfolio
|
Q1 2025
Added 2.58%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
355
shares
|
$206,489
0.02% of portfolio
|
Q2 2024
Reduced 20.94%
|
|
|
Blackhill Capital Inc
Morristown, NJ |
May 14, 2025 Q1 2025 |
351
shares
|
$204,162
0.01% of portfolio
|
Q1 2020
Reduced 46.08%
|
|
|
Pingora Partners LLC
Wilson, WY |
May 15, 2025 Q1 2025 |
350
shares
|
$203,581
0.14% of portfolio
|
Q1 2024
Reduced 6.67%
|
|
|
Cnb Bank
Clearfield, PA |
Apr 24, 2025 Q1 2025 |
344
shares
|
$200,091
0.09% of portfolio
|
Q1 2025
Added 46.38%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
333
shares
|
$193,692
0.02% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
332
shares
|
$193,111
0.04% of portfolio
|
Q2 2024
Reduced 28.91%
|
|
|
Operose Advisors LLC
Milwaukee, WI |
May 12, 2025 Q1 2025 |
329
shares
|
$191,366
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
328
shares
|
$190,784
0.0% of portfolio
|
Q3 2024
Reduced 34.14%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
325
shares
|
$189,039
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
324
shares
|
$188,457
0.02% of portfolio
|
Q1 2025
Added 39.66%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
317
shares
|
$184,386
0.07% of portfolio
|
Q4 2024
Reduced 43.49%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
304
shares
|
$176,824
0.05% of portfolio
|
Q3 2024
New holding
|