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 |
|---|---|---|---|---|---|
|
Kentucky Trust CO
Danville, KY |
Apr 21, 2025 Q1 2025 |
16
shares
|
$9,306
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
15
shares
|
$8,724
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
13
shares
|
$7,561
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
13
shares
|
$7,561
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
13
shares
|
$7,561
0.0% of portfolio
|
Q3 2024
Reduced 31.58%
|
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 23, 2025 Q1 2025 |
12
shares
|
$6,979
0.0% of portfolio
|
Q3 2022
Reduced 40.0%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
10
shares
|
$5,816
0.0% of portfolio
|
Q1 2021
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Apr 15, 2025 Q1 2025 |
10
shares
|
$5,816
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fairscale Capital, LLC
Nashua, NH |
May 13, 2025 Q1 2025 |
8
shares
|
$4,653
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
7
shares
|
$4,071
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 11, 2025 Q2 2025 |
7
shares
|
$4,071
0.0% of portfolio
|
Q2 2025
Reduced 90.28%
|
|
|
Family Legacy Financial Solutions, LLC
Cary, NC |
Jul 10, 2025 Q2 2025 |
5
shares
|
$2,908
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
4
shares
|
$2,326
0.0% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
3
shares
|
$1,744
0.0% of portfolio
|
Q4 2019
Reduced 97.48%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
2
shares
|
$1,163
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Curio Wealth, LLC
Annapolis, MD |
May 09, 2025 Q1 2025 |
2
shares
|
$1,163
0.01% of portfolio
|
Q1 2025
Reduced 95.12%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
1
shares
|
$581
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
Closed
|
|
|
Bar Harbor Trust Services
Ellsworth, ME |
Aug 11, 2022 Q2 2022 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2022
Closed
|