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 |
|---|---|---|---|---|---|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
236
shares
|
$131,581
0.07% of portfolio
|
Q1 2025
Reduced 41.15%
|
|
|
Dagco, Inc.
|
May 12, 2025 Q1 2025 |
227
shares
|
$126,563
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
226
shares
|
$126,006
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
222
shares
|
$123,776
0.1% of portfolio
|
Q4 2021
New holding
|
|
|
American National Bank
|
Apr 09, 2025 Q1 2025 |
214
shares
|
$119,315
0.01% of portfolio
|
Q1 2025
Reduced 18.94%
|
|
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
May 09, 2025 Q1 2025 |
213
shares
|
$118,758
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
211
shares
|
$117,643
0.02% of portfolio
|
Q4 2020
New holding
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
205
shares
|
$114,297
0.01% of portfolio
|
Q4 2024
Reduced 18.0%
|
|
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
Apr 28, 2025 Q1 2025 |
202
shares
|
$112,625
0.03% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
201
shares
|
$112,067
0.02% of portfolio
|
Q2 2024
Added 128.41%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
199
shares
|
$110,952
0.07% of portfolio
|
Q3 2021
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
198
shares
|
$110,394
0.03% of portfolio
|
Q4 2022
Reduced 54.79%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
192
shares
|
$107,049
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
191
shares
|
$106,492
0.09% of portfolio
|
Q4 2024
Reduced 2.05%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
190
shares
|
$105,934
0.0% of portfolio
|
Q1 2025
Added 442.86%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
190
shares
|
$105,934
0.01% of portfolio
|
Q1 2025
Reduced 11.63%
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
185
shares
|
$103,146
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
180
shares
|
$100,358
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Monetary Management Group Inc
St Louis, MO |
May 14, 2025 Q1 2025 |
180
shares
|
$100,358
0.03% of portfolio
|
Q4 2024
Reduced 21.74%
|
|
|
Tortoise Investment Management, LLC
|
May 14, 2025 Q1 2025 |
177
shares
|
$98,686
0.01% of portfolio
|
Q4 2023
Reduced 19.55%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
177
shares
|
$98,686
0.04% of portfolio
|
Q4 2018
Added 115.85%
|
|
|
Activest Wealth Management
|
Jan 28, 2025 Q4 2024 |
176
shares
|
$98,128
0.03% of portfolio
|
Q4 2024
Added 32.33%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
172
shares
|
$95,898
0.04% of portfolio
|
Q2 2020
New holding
|
|
|
Citizens National Bank Trust Department
|
Apr 25, 2025 Q1 2025 |
168
shares
|
$93,668
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
165
shares
|
$91,995
0.03% of portfolio
|
Q1 2025
Reduced 53.65%
|