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 29.4 Million shares, which have been reported (via 13F filing form) to have a value of $16.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
20
shares
|
$11,151
0.0% of portfolio
|
Q1 2024
Reduced 67.21%
|
|
|
Ckw Financial Group
|
Jan 22, 2025 Q4 2024 |
20
shares
|
$11,151
0.0% of portfolio
|
Q1 2022
Reduced 39.39%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
20
shares
|
$11,151
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
Feb 13, 2025 Q4 2024 |
19
shares
|
$10,593
0.01% of portfolio
|
Q1 2023
Reduced 5.0%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
May 08, 2025 Q1 2025 |
19
shares
|
$10,593
0.0% of portfolio
|
Q2 2023
Reduced 96.25%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
18
shares
|
$10,035
0.0% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
May 14, 2025 Q1 2025 |
18
shares
|
$10,035
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
18
shares
|
$10,035
0.01% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
17
shares
|
$9,478
0.0% of portfolio
|
Q4 2018
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
16
shares
|
$8,920
0.0% of portfolio
|
Q1 2024
Reduced 82.22%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
16
shares
|
$8,920
0.0% of portfolio
|
Q2 2022
Reduced 60.0%
|
|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
16
shares
|
$8,920
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
15
shares
|
$8,363
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
14
shares
|
$7,805
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
13
shares
|
$7,248
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
13
shares
|
$7,248
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
13
shares
|
$7,248
0.0% of portfolio
|
Q3 2024
Reduced 31.58%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
12
shares
|
$6,690
0.0% of portfolio
|
Q3 2022
Reduced 40.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
10
shares
|
$5,575
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
10
shares
|
$5,575
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
8
shares
|
$4,460
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
7
shares
|
$3,902
0.0% of portfolio
|
Q4 2024
New holding
|