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 |
|---|---|---|---|---|---|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
150
shares
|
$87,249
0.01% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
May 15, 2025 Q1 2025 |
147
shares
|
$85,504
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
May 15, 2025 Q1 2025 |
145
shares
|
$84,340
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
143
shares
|
$83,177
0.05% of portfolio
|
Q1 2025
Added 44.44%
|
|
|
Richardson Capital Management LLC
Menomonee Falls, WI |
Apr 25, 2025 Q1 2025 |
142
shares
|
$82,595
0.05% of portfolio
|
Q1 2025
Added 173.08%
|
|
|
Prairie View Partners, LLC
|
May 09, 2025 Q1 2025 |
135
shares
|
$78,524
0.01% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Pinney & Scofield, Inc.
Cambridge, MA |
May 09, 2025 Q1 2025 |
134
shares
|
$77,942
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
133
shares
|
$77,360
0.02% of portfolio
|
Q1 2021
Reduced 9.52%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Apr 15, 2025 Q1 2025 |
131
shares
|
$76,197
0.01% of portfolio
|
Q1 2025
Reduced 19.14%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
May 01, 2025 Q1 2025 |
131
shares
|
$76,197
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Apr 30, 2025 Q1 2025 |
130
shares
|
$75,615
0.03% of portfolio
|
Q2 2024
Reduced 35.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
129
shares
|
$75,034
0.03% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
125
shares
|
$72,707
0.01% of portfolio
|
Q4 2023
Reduced 76.15%
|
|
|
Hilltop National Bank
Casper, WY |
Jan 10, 2025 Q4 2024 |
125
shares
|
$72,707
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
120
shares
|
$69,799
0.0% of portfolio
|
Q4 2024
Added 20.0%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
119
shares
|
$69,217
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
119
shares
|
$69,217
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
117
shares
|
$68,054
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Canton Hathaway, LLC
|
Apr 22, 2025 Q1 2025 |
115
shares
|
$66,890
0.01% of portfolio
|
Q3 2018
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
115
shares
|
$66,890
0.01% of portfolio
|
Q3 2022
Reduced 10.85%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
114
shares
|
$66,309
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
109
shares
|
$63,400
0.01% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
109
shares
|
$63,400
0.06% of portfolio
|
Q1 2025
Reduced 15.5%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
107
shares
|
$62,237
0.01% of portfolio
|
Q4 2024
Added 114.0%
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
105
shares
|
$61,074
0.0% of portfolio
|
Q4 2024
Added 16.67%
|