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 |
|---|---|---|---|---|---|
|
Indiana Trust & Investment Management CO
|
Jan 29, 2025 Q4 2024 |
164
shares
|
$91,438
0.03% of portfolio
|
Q3 2024
Reduced 18.81%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
164
shares
|
$91,438
0.07% of portfolio
|
Q2 2023
Added 33.33%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
May 14, 2025 Q1 2025 |
164
shares
|
$91,438
0.07% of portfolio
|
Q1 2025
Added 5.81%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
159
shares
|
$88,650
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
159
shares
|
$88,650
0.0% of portfolio
|
Q1 2025
Reduced 18.46%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
157
shares
|
$87,535
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
156
shares
|
$86,977
0.01% of portfolio
|
Q1 2025
Reduced 13.81%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
156
shares
|
$86,977
0.01% of portfolio
|
Q1 2025
Added 0.65%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
May 13, 2025 Q1 2025 |
151
shares
|
$84,190
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
150
shares
|
$83,632
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
May 14, 2025 Q1 2025 |
150
shares
|
$83,632
0.03% of portfolio
|
Q3 2023
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
150
shares
|
$83,632
0.01% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
Feb 14, 2025 Q4 2024 |
147
shares
|
$81,959
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
145
shares
|
$80,844
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
143
shares
|
$79,729
0.05% of portfolio
|
Q1 2025
Added 44.44%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
142
shares
|
$79,172
0.05% of portfolio
|
Q1 2025
Added 173.08%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
135
shares
|
$75,269
0.01% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
134
shares
|
$74,711
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 14, 2025 Q4 2024 |
133
shares
|
$74,154
0.02% of portfolio
|
Q1 2021
Reduced 9.52%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
131
shares
|
$73,039
0.01% of portfolio
|
Q1 2025
Reduced 19.14%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
131
shares
|
$73,039
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
130
shares
|
$72,481
0.03% of portfolio
|
Q2 2024
Reduced 35.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
129
shares
|
$71,923
0.03% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
125
shares
|
$69,693
0.01% of portfolio
|
Q4 2023
Reduced 76.15%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
125
shares
|
$69,693
0.02% of portfolio
|
Q1 2024
New holding
|