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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
120
shares
|
$66,906
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
119
shares
|
$66,348
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
119
shares
|
$66,348
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
117
shares
|
$65,233
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
115
shares
|
$64,118
0.01% of portfolio
|
Q3 2018
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
115
shares
|
$64,118
0.01% of portfolio
|
Q3 2022
Reduced 10.85%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
114
shares
|
$63,560
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
109
shares
|
$60,772
0.01% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
109
shares
|
$60,772
0.06% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
107
shares
|
$59,657
0.01% of portfolio
|
Q4 2024
Added 114.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
105
shares
|
$58,542
0.0% of portfolio
|
Q4 2024
Added 16.67%
|
|
|
Newton One Investments LLC
|
Apr 18, 2025 Q1 2025 |
102
shares
|
$56,870
0.02% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
100
shares
|
$55,754
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
100
shares
|
$55,754
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
Feb 19, 2025 Q4 2024 |
100
shares
|
$55,754
0.0% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
|
Man Group PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
100
shares
|
$55,754
0.0% of portfolio
|
Q4 2024
Reduced 91.57%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Feb 13, 2025 Q4 2024 |
100
shares
|
$55,754
0.01% of portfolio
|
Q1 2017
Reduced 25.0%
|
|
|
Parvin Asset Management, LLC
Sioux Falls, SD |
Feb 14, 2025 Q4 2024 |
100
shares
|
$55,754
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Islay Capital Management, LLC
Lubbock, TX |
May 14, 2025 Q1 2025 |
98
shares
|
$54,639
0.04% of portfolio
|
Q3 2023
Reduced 2.97%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
95
shares
|
$52,967
0.0% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Greenline Partners, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
94
shares
|
$52,409
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
91
shares
|
$50,737
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
90
shares
|
$50,179
0.01% of portfolio
|
Q1 2025
Added 80.0%
|
|
|
First Community Trust Na
|
Apr 08, 2025 Q1 2025 |
90
shares
|
$50,179
0.04% of portfolio
|
Q4 2021
New holding
|
|
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
Apr 25, 2025 Q1 2025 |
90
shares
|
$50,179
0.03% of portfolio
|
Q1 2025
New holding
|