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 1,523 institutions that hold shares in the stock, with a total of 29.2 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
39,842
shares
|
$22.6 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
39,173
shares
|
$22.2 Million
0.1% of portfolio
|
Q4 2024
Added 34.35%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
38,509
shares
|
$21.8 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Feb 07, 2025 Q4 2024 |
36,283
shares
|
$20.6 Million
0.2% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
36,190
shares
|
$20.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 59.05%
|
|
|
1 St Source Bank
|
Feb 10, 2025 Q4 2024 |
36,156
shares
|
$20.5 Million
1.18% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
36,133
shares
|
$20.5 Million
0.12% of portfolio
|
Q4 2024
Reduced 28.19%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
36,036
shares
|
$20.4 Million
0.06% of portfolio
|
Q3 2022
Added 2.68%
|
|
|
Waldron Private Wealth LLC
|
Jan 23, 2025 Q4 2024 |
35,333
shares
|
$20 Million
0.81% of portfolio
|
Q4 2024
Reduced 4.87%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Feb 21, 2025 Q4 2024 |
34,323
shares
|
$19.4 Million
2.95% of portfolio
|
Q4 2024
Added 100.92%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
34,320
shares
|
$19.4 Million
1.9% of portfolio
|
Q2 2023
Reduced 0.46%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
34,002
shares
|
$19.3 Million
1.01% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
33,590
shares
|
$19 Million
0.39% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
33,450
shares
|
$18.9 Million
1.46% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
33,445
shares
|
$18.9 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
33,401
shares
|
$18.9 Million
0.2% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
32,910
shares
|
$18.6 Million
0.14% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
32,830
shares
|
$18.6 Million
3.24% of portfolio
|
Q4 2020
Added 0.73%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
32,437
shares
|
$18.4 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
32,192
shares
|
$18.2 Million
1.36% of portfolio
|
Q3 2024
Added 0.99%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
32,081
shares
|
$18.2 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Wealth Alliance Advisory Group, LLC
|
Jan 15, 2025 Q4 2024 |
32,078
shares
|
$18.2 Million
4.16% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
31,730
shares
|
$18 Million
0.06% of portfolio
|
Q4 2024
Reduced 31.15%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
31,533
shares
|
$17.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
31,400
shares
|
$17.8 Million
0.19% of portfolio
|
Q1 2022
Reduced 0.93%
|