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 |
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
17,275
shares
|
$9.63 Million
0.14% of portfolio
|
Q1 2025
Added 125.26%
|
|
|
Hummer Financial Advisory Services Inc
|
Apr 09, 2025 Q1 2025 |
17,228
shares
|
$9.61 Million
7.61% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
17,200
shares
|
$9.59 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
17,088
shares
|
$9.53 Million
0.0% of portfolio
|
Q1 2025
Added 3.05%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
17,084
shares
|
$9.53 Million
0.12% of portfolio
|
Q1 2025
Reduced 39.21%
|
|
|
Legacy Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
17,082
shares
|
$9.52 Million
1.0% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
17,030
shares
|
$9.5 Million
2.27% of portfolio
|
Q3 2024
Reduced 4.5%
|
|
|
Harbour Trust & Investment Management CO
Michigan City, IN |
Apr 28, 2025 Q1 2025 |
16,780
shares
|
$9.36 Million
1.08% of portfolio
|
Q1 2025
Reduced 4.51%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
16,769
shares
|
$9.35 Million
0.05% of portfolio
|
Q1 2025
Added 5.9%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
16,759
shares
|
$9.34 Million
0.03% of portfolio
|
Q2 2023
Added 0.94%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
16,723
shares
|
$9.32 Million
0.49% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
16,633
shares
|
$9.27 Million
0.15% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
First Merchants Corp
|
Apr 24, 2025 Q1 2025 |
16,616
shares
|
$9.26 Million
0.66% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
16,558
shares
|
$9.23 Million
0.78% of portfolio
|
Q1 2025
Reduced 6.51%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
16,512
shares
|
$9.21 Million
0.3% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
16,408
shares
|
$9.15 Million
0.86% of portfolio
|
Q1 2025
Reduced 11.71%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
16,365
shares
|
$9.12 Million
0.14% of portfolio
|
Q1 2025
Reduced 4.25%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
16,207
shares
|
$9.04 Million
0.23% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Blue Crest Capital Management LTD
St Helier, Y9 |
Feb 14, 2025 Q4 2024 |
16,200
shares
|
$9.03 Million
0.29% of portfolio
|
Q4 2024
Added 29.6%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
16,149
shares
|
$9 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.01%
|
|
|
Howard Capital Management Inc.
|
May 08, 2025 Q1 2025 |
16,130
shares
|
$8.99 Million
0.17% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Apr 15, 2025 Q1 2025 |
16,073
shares
|
$8.96 Million
1.35% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Mechanics Bank Trust Department
|
Apr 08, 2025 Q1 2025 |
15,779
shares
|
$8.8 Million
1.17% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Montz Harcus Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
15,718
shares
|
$8.76 Million
4.63% of portfolio
|
Q1 2025
Added 7.84%
|
|
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
May 09, 2025 Q1 2025 |
15,663
shares
|
$8.73 Million
0.53% of portfolio
|
Q1 2025
Reduced 0.45%
|