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 1,558 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 |
|---|---|---|---|---|---|
|
Victory Financial Group, LLC
Austin, TX |
Nov 14, 2025 Q3 2025 |
6,428
shares
|
$3.77 Million
0.53% of portfolio
|
Q3 2025
Reduced 19.1%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
6,374
shares
|
$3.74 Million
0.09% of portfolio
|
Q3 2025
Reduced 5.3%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
6,310
shares
|
$3.7 Million
3.09% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Nov 12, 2025 Q3 2025 |
6,248
shares
|
$3.66 Million
2.58% of portfolio
|
Q3 2025
Added 1.23%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
6,232
shares
|
$3.65 Million
0.29% of portfolio
|
Q3 2025
Added 12.96%
|
|
|
Woodstock Corp
|
Oct 07, 2025 Q3 2025 |
6,230
shares
|
$3.65 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,227
shares
|
$3.65 Million
0.06% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
6,200
shares
|
$3.63 Million
1.29% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
6,192
shares
|
$3.63 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
6,191
shares
|
$3.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 43.81%
|
|
|
Barber Financial Group, Inc.
|
May 04, 2023 Q1 2023 |
6,140
shares
|
$3.6 Million
0.5% of portfolio
|
Q1 2023
Added 54.31%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
6,137
shares
|
$3.6 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.49%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Oct 28, 2025 Q3 2025 |
6,115
shares
|
$3.58 Million
2.83% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
6,084
shares
|
$3.57 Million
0.01% of portfolio
|
Q3 2025
Added 56.93%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
6,064
shares
|
$3.55 Million
0.04% of portfolio
|
Q3 2025
Added 143.73%
|
|
|
Salomon & Ludwin, LLC
|
Oct 20, 2025 Q3 2025 |
5,983
shares
|
$3.51 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.48%
|
|
|
David Katz
Matrix Asset Advisors Inc
|
Oct 14, 2025 Q3 2025 |
5,977
shares
|
$3.5 Million
0.35% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
5,961
shares
|
$3.49 Million
0.03% of portfolio
|
Q3 2025
Added 7.21%
|
|
|
Means Investment Co., Inc.
|
Nov 06, 2025 Q3 2025 |
5,955
shares
|
$3.49 Million
0.32% of portfolio
|
Q3 2025
Reduced 58.67%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,953
shares
|
$3.49 Million
0.68% of portfolio
|
Q2 2023
Reduced 1.86%
|
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Nov 04, 2025 Q3 2025 |
5,952
shares
|
$3.49 Million
2.69% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jan 07, 2026 Q4 2025 |
5,886
shares
|
$3.45 Million
0.74% of portfolio
|
Q4 2025
Reduced 1.09%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 20, 2025 Q3 2025 |
5,828
shares
|
$3.42 Million
0.08% of portfolio
|
Q3 2025
Reduced 18.03%
|
|
|
Sepio Capital, LP
|
Nov 13, 2025 Q3 2025 |
5,810
shares
|
$3.41 Million
0.32% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Providence Financial Advisors, LLC
Overland Park, KS |
Nov 07, 2025 Q3 2025 |
5,786
shares
|
$3.39 Million
3.29% of portfolio
|
Q3 2025
New holding
|
|