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 |
|---|---|---|---|---|---|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
75
shares
|
$43,624
0.03% of portfolio
|
Q3 2022
Reduced 15.73%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
61
shares
|
$35,481
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
60
shares
|
$34,899
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Piscataqua Savings Bank
|
Jul 10, 2025 Q2 2025 |
56
shares
|
$32,572
0.03% of portfolio
|
Q1 2021
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
56
shares
|
$32,572
0.01% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Evolution Advisers, Inc.
|
May 09, 2025 Q1 2025 |
54
shares
|
$31,409
0.01% of portfolio
|
Q1 2022
New holding
|
|
|
Activest Wealth Management
|
May 15, 2025 Q1 2025 |
51
shares
|
$29,664
0.01% of portfolio
|
Q1 2025
Reduced 71.02%
|
|
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
Apr 25, 2025 Q1 2025 |
51
shares
|
$29,664
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
50
shares
|
$29,083
0.0% of portfolio
|
Q1 2025
Reduced 74.87%
|
|
|
West Branch Capital LLC
|
Apr 16, 2025 Q1 2025 |
50
shares
|
$29,083
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
50
shares
|
$29,083
0.0% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
50
shares
|
$29,083
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
50
shares
|
$29,083
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Apr 25, 2025 Q1 2025 |
50
shares
|
$29,083
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aviso Financial Inc.
Toronto, A6 |
May 13, 2025 Q1 2025 |
50
shares
|
$29,083
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Norwood Financial Corp
|
Apr 16, 2024 Q1 2024 |
47
shares
|
$27,338
0.04% of portfolio
|
Q3 2023
Reduced 17.54%
|
|
|
Concord Wealth Partners
|
May 02, 2025 Q1 2025 |
47
shares
|
$27,338
0.0% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Apr 23, 2025 Q1 2025 |
46
shares
|
$26,756
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
45
shares
|
$26,174
0.0% of portfolio
|
Q1 2025
Added 15.38%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
44
shares
|
$25,593
0.01% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
43
shares
|
$25,011
0.01% of portfolio
|
Q1 2025
Reduced 66.67%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
41
shares
|
$23,848
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
35
shares
|
$20,358
0.0% of portfolio
|
Q3 2024
Reduced 36.36%
|
|
|
Amundi
Paris, I0 |
May 15, 2025 Q1 2025 |
35
shares
|
$20,358
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
33
shares
|
$19,194
0.0% of portfolio
|
Q1 2025
New holding
|