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 |
|---|---|---|---|---|---|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
47
shares
|
$26,204
0.04% of portfolio
|
Q3 2023
Reduced 17.54%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
47
shares
|
$26,204
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
46
shares
|
$25,647
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
45
shares
|
$25,089
0.0% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
44
shares
|
$24,532
0.01% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
43
shares
|
$23,974
0.01% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
41
shares
|
$22,859
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
35
shares
|
$19,514
0.0% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Amundi
Paris, I0 |
Feb 07, 2025 Q4 2024 |
35
shares
|
$19,514
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
33
shares
|
$18,399
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
32
shares
|
$17,841
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Financial Connections Group, Inc.
|
May 09, 2025 Q1 2025 |
31
shares
|
$17,284
0.01% of portfolio
|
Q4 2021
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Apr 22, 2025 Q1 2025 |
30
shares
|
$16,726
0.0% of portfolio
|
Q4 2022
Reduced 55.88%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
29
shares
|
$16,168
0.0% of portfolio
|
Q4 2024
Reduced 36.96%
|
|
|
Consultiva Wealth Management, Corp.
San Juan, PR |
May 13, 2025 Q1 2025 |
28
shares
|
$15,611
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Gables Capital Management Inc.
|
May 08, 2025 Q1 2025 |
27
shares
|
$15,053
0.01% of portfolio
|
Q2 2024
Reduced 84.75%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
27
shares
|
$15,053
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Apr 28, 2025 Q1 2025 |
25
shares
|
$13,938
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Chilton Capital Management LLC
Houston, TX |
Apr 29, 2025 Q1 2025 |
25
shares
|
$13,938
0.0% of portfolio
|
Q1 2025
Reduced 59.02%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Apr 29, 2025 Q1 2025 |
25
shares
|
$13,938
0.01% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
25
shares
|
$13,938
0.01% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
22
shares
|
$12,266
0.01% of portfolio
|
Q3 2024
Reduced 53.19%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
22
shares
|
$12,266
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
22
shares
|
$12,266
0.0% of portfolio
|
Q4 2024
Reduced 63.33%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 28, 2025 Q1 2025 |
22
shares
|
$12,266
0.0% of portfolio
|
Q2 2024
New holding
|