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 1,557 institutions that hold shares in the stock, with a total of 28.4 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sageworth Trust CO
|
Nov 07, 2025 Q3 2025 |
9,569
shares
|
$5.61 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.02%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
9,511
shares
|
$5.57 Million
0.16% of portfolio
|
Q2 2020
Added 35.3%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
9,495
shares
|
$5.57 Million
0.14% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Ti Trust, Inc
|
Oct 22, 2025 Q3 2025 |
9,446
shares
|
$5.54 Million
3.55% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
Nov 12, 2025 Q3 2025 |
9,444
shares
|
$5.54 Million
0.04% of portfolio
|
Q3 2022
Reduced 20.79%
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
9,345
shares
|
$5.48 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
9,297
shares
|
$5.45 Million
1.9% of portfolio
|
Q3 2025
Added 13.27%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
9,254
shares
|
$5.42 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
9,244
shares
|
$5.42 Million
0.06% of portfolio
|
Q3 2025
Reduced 4.4%
|
|
|
Firestone Capital Management
|
Nov 05, 2025 Q3 2025 |
9,220
shares
|
$5.4 Million
1.24% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2025 Q3 2025 |
9,189
shares
|
$5.39 Million
0.99% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
9,183
shares
|
$5.38 Million
0.32% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Peak Asset Management, LLC
Louisville, CO |
Nov 13, 2025 Q3 2025 |
9,112
shares
|
$5.34 Million
0.97% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
Nov 14, 2025 Q3 2025 |
9,002
shares
|
$5.28 Million
0.46% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Court Place Advisors, LLC
Ellicott City, MD |
Nov 25, 2025 Q3 2025 |
8,995
shares
|
$5.27 Million
1.63% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 13, 2025 Q3 2025 |
8,993
shares
|
$5.27 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Oct 10, 2025 Q3 2025 |
8,912
shares
|
$5.22 Million
0.08% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
8,806
shares
|
$5.16 Million
1.22% of portfolio
|
Q3 2025
Reduced 3.19%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
8,720
shares
|
$5.11 Million
0.53% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Oct 23, 2025 Q3 2025 |
8,671
shares
|
$5.08 Million
1.32% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2025 Q3 2025 |
8,638
shares
|
$5.06 Million
0.02% of portfolio
|
Q3 2025
Added 170.11%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
8,615
shares
|
$5.05 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
8,595
shares
|
$5.04 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
8,582
shares
|
$5.03 Million
2.44% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
8,564
shares
|
$5.02 Million
0.15% of portfolio
|
Q3 2025
Added 11.39%
|
|