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 |
|---|---|---|---|---|---|
| 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
|
$22.2 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
39,173
shares
|
$21.8 Million
0.1% of portfolio
|
Q4 2024
Added 34.35%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
38,509
shares
|
$21.5 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.09%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
36,316
shares
|
$20.2 Million
0.19% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
36,190
shares
|
$20.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 59.05%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
36,036
shares
|
$20.1 Million
0.06% of portfolio
|
Q3 2022
Added 2.68%
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
36,020
shares
|
$20.1 Million
1.14% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Waldron Private Wealth LLC
|
May 08, 2025 Q1 2025 |
35,034
shares
|
$19.5 Million
0.88% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Madison Asset Management, LLC
Madison, WI |
May 06, 2025 Q1 2025 |
34,904
shares
|
$19.5 Million
0.23% of portfolio
|
Q1 2025
Reduced 12.39%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
May 07, 2025 Q1 2025 |
34,323
shares
|
$19.1 Million
2.98% of portfolio
|
Q4 2024
Added 100.92%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
34,320
shares
|
$19.1 Million
1.9% of portfolio
|
Q2 2023
Reduced 0.46%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
33,876
shares
|
$18.9 Million
0.94% of portfolio
|
Q1 2025
Reduced 0.37%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
33,450
shares
|
$18.7 Million
1.46% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
33,445
shares
|
$18.6 Million
0.56% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
33,401
shares
|
$18.6 Million
0.2% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
33,140
shares
|
$18.5 Million
0.37% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Huntington National Bank
Columbus, OH |
Feb 12, 2025 Q4 2024 |
32,910
shares
|
$18.3 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
|
$18.3 Million
3.24% of portfolio
|
Q4 2020
Added 0.73%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
May 12, 2025 Q1 2025 |
32,290
shares
|
$18 Million
1.28% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Vestor Capital, LLC
Chicago, IL |
May 06, 2025 Q1 2025 |
32,231
shares
|
$18 Million
1.41% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
31,533
shares
|
$17.6 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
|
$17.5 Million
0.19% of portfolio
|
Q1 2022
Reduced 0.93%
|
|
|
Serenus Wealth Advisors, LLC
Santa Monica, CA |
May 07, 2025 Q1 2025 |
30,923
shares
|
$17.2 Million
2.74% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
30,879
shares
|
$17.2 Million
0.1% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
30,798
shares
|
$17.2 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.39%
|