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 |
|---|---|---|---|---|---|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
8,542
shares
|
$5.01 Million
0.14% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
8,528
shares
|
$5 Million
0.35% of portfolio
|
Q3 2025
Added 184.36%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
8,425
shares
|
$4.94 Million
0.21% of portfolio
|
Q3 2025
Added 10.42%
|
|
|
Colorado Capital Management, Inc.
|
Oct 23, 2025 Q3 2025 |
8,419
shares
|
$4.93 Million
1.94% of portfolio
|
Q3 2025
Reduced 4.59%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
8,404
shares
|
$4.93 Million
0.12% of portfolio
|
Q3 2025
Added 0.51%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
8,258
shares
|
$4.84 Million
0.02% of portfolio
|
Q3 2025
Added 12.72%
|
|
|
Highview Capital Management LLC
|
Nov 13, 2025 Q3 2025 |
8,193
shares
|
$4.8 Million
1.82% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
8,175
shares
|
$4.79 Million
0.32% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
8,097
shares
|
$4.75 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Oct 29, 2025 Q3 2025 |
8,046
shares
|
$4.72 Million
1.68% of portfolio
|
Q3 2025
Added 1.11%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
7,983
shares
|
$4.68 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
Bay Rivers Group
|
Jan 07, 2026 Q4 2025 |
7,972
shares
|
$4.67 Million
1.97% of portfolio
|
Q4 2025
Added 0.98%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 14, 2025 Q3 2025 |
7,772
shares
|
$4.56 Million
0.04% of portfolio
|
Q3 2025
Added 5.04%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
7,712
shares
|
$4.52 Million
0.04% of portfolio
|
Q3 2025
Reduced 12.75%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,701
shares
|
$4.51 Million
0.05% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
7,662
shares
|
$4.49 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
7,637
shares
|
$4.48 Million
1.94% of portfolio
|
Q3 2025
Reduced 0.57%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
7,624
shares
|
$4.47 Million
0.1% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
7,594
shares
|
$4.45 Million
0.1% of portfolio
|
Q1 2023
Added 9.69%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
7,557
shares
|
$4.43 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 08, 2026 Q4 2025 |
7,504
shares
|
$4.4 Million
0.63% of portfolio
|
Q4 2025
Reduced 5.87%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
7,482
shares
|
$4.39 Million
1.65% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
7,476
shares
|
$4.38 Million
0.11% of portfolio
|
Q4 2025
Added 2.9%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
7,465
shares
|
$4.38 Million
0.26% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Nov 03, 2025 Q3 2025 |
7,352
shares
|
$4.31 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.34%
|
|