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 |
|---|---|---|---|---|---|
|
Greenleaf Trust
Kalamazoo, MI |
Oct 22, 2025 Q3 2025 |
5,744
shares
|
$3.37 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.08%
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 20, 2025 Q3 2025 |
5,700
shares
|
$3.34 Million
0.4% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Signature Securities Group Corporation
|
Nov 10, 2025 Q3 2025 |
5,669
shares
|
$3.32 Million
1.05% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 12, 2025 Q3 2025 |
5,645
shares
|
$3.31 Million
0.69% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,637
shares
|
$3.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
5,572
shares
|
$3.27 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
5,545
shares
|
$3.25 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.45%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
5,507
shares
|
$3.23 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Nov 14, 2025 Q3 2025 |
5,501
shares
|
$3.22 Million
0.03% of portfolio
|
Q3 2025
Added 10.82%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Oct 20, 2025 Q3 2025 |
5,460
shares
|
$3.2 Million
3.78% of portfolio
|
Q3 2025
Added 52.17%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 29, 2025 Q3 2025 |
5,450
shares
|
$3.19 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Nov 14, 2025 Q3 2025 |
5,446
shares
|
$3.19 Million
0.01% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Steph & CO
|
Oct 06, 2025 Q3 2025 |
5,405
shares
|
$3.17 Million
1.15% of portfolio
|
Q3 2025
Reduced 2.56%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 12, 2025 Q3 2025 |
5,381
shares
|
$3.15 Million
0.12% of portfolio
|
Q3 2025
Added 1.64%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
5,340
shares
|
$3.13 Million
0.12% of portfolio
|
Q3 2025
Added 32.87%
|
|
|
Eastern Bank
|
Oct 27, 2025 Q3 2025 |
5,335
shares
|
$3.13 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
5,325
shares
|
$3.12 Million
0.18% of portfolio
|
Q3 2025
Added 11.96%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
Dec 03, 2025 Q3 2025 |
5,282
shares
|
$3.1 Million
1.46% of portfolio
|
Q3 2025
Added 8.53%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
5,262
shares
|
$3.08 Million
2.53% of portfolio
|
Q3 2025
Reduced 10.1%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
5,201
shares
|
$3.05 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
5,200
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2025
Added 40.54%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
5,135
shares
|
$3.01 Million
0.02% of portfolio
|
Q3 2025
Added 32.72%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
5,120
shares
|
$3 Million
0.01% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
5,056
shares
|
$2.96 Million
0.17% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
5,027
shares
|
$2.95 Million
0.28% of portfolio
|
Q4 2025
Reduced 0.77%
|
|