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 |
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
21,764
shares
|
$12.1 Million
0.84% of portfolio
|
Q1 2025
Reduced 5.13%
|
|
|
Linker Capital Management Inc.
|
Aug 14, 2023 Q2 2023 |
21,292
shares
|
$11.9 Million
13.38% of portfolio
|
Q2 2022
Reduced 0.04%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
21,112
shares
|
$11.8 Million
0.26% of portfolio
|
Q1 2025
Reduced 10.24%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
20,434
shares
|
$11.4 Million
0.74% of portfolio
|
Q4 2022
Added 12.13%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Apr 21, 2025 Q1 2025 |
20,254
shares
|
$11.3 Million
2.26% of portfolio
|
Q1 2025
Reduced 1.82%
|
|
|
Callan Family Office, LLC
Radnor, PA |
May 12, 2025 Q1 2025 |
20,167
shares
|
$11.2 Million
0.81% of portfolio
|
Q1 2025
Reduced 2.68%
|
|
|
Dumont & Blake Investment Advisors LLC
|
Apr 08, 2025 Q1 2025 |
20,066
shares
|
$11.2 Million
3.21% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
20,031
shares
|
$11.2 Million
1.91% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Old National Bancorp
|
Apr 14, 2025 Q1 2025 |
19,965
shares
|
$11.1 Million
0.28% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Jvl Associates LLC
|
Apr 03, 2025 Q1 2025 |
19,829
shares
|
$11.1 Million
4.29% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
19,355
shares
|
$10.8 Million
0.37% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Peddock Capital Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
19,252
shares
|
$10.7 Million
2.62% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
19,111
shares
|
$10.7 Million
0.84% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
19,098
shares
|
$10.6 Million
0.04% of portfolio
|
Q4 2024
Reduced 11.06%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
18,535
shares
|
$10.3 Million
0.96% of portfolio
|
Q4 2022
Added 97.71%
|
|
|
Financial & Tax Architects, LLC
St Louis, MO |
May 06, 2025 Q1 2025 |
18,520
shares
|
$10.3 Million
2.48% of portfolio
|
Q1 2025
New holding
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
18,473
shares
|
$10.3 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
17,988
shares
|
$10 Million
1.94% of portfolio
|
Q1 2025
Added 16.14%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
17,930
shares
|
$10 Million
0.06% of portfolio
|
Q1 2025
Added 995.97%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
17,830
shares
|
$9.94 Million
4.34% of portfolio
|
Q4 2023
Reduced 67.82%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 13, 2025 Q1 2025 |
17,797
shares
|
$9.92 Million
0.05% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
May 07, 2025 Q1 2025 |
17,527
shares
|
$9.77 Million
3.64% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
17,455
shares
|
$9.73 Million
0.68% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
17,305
shares
|
$9.65 Million
0.07% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Bordeaux Wealth Advisors LLC
|
Apr 24, 2025 Q1 2025 |
17,296
shares
|
$9.64 Million
1.72% of portfolio
|
Q4 2024
Reduced 10.49%
|