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 |
|---|---|---|---|---|---|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
5,011
shares
|
$2.94 Million
0.63% of portfolio
|
Q1 2025
Added 3.45%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
5,010
shares
|
$2.94 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Pegasus Asset Management, Inc.
|
Nov 03, 2025 Q3 2025 |
4,988
shares
|
$2.92 Million
0.98% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Jan 07, 2026 Q4 2025 |
4,964
shares
|
$2.91 Million
3.07% of portfolio
|
Q4 2025
Added 4.62%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Oct 31, 2025 Q3 2025 |
4,959
shares
|
$2.91 Million
0.88% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
4,947
shares
|
$2.9 Million
0.02% of portfolio
|
Q3 2025
Added 5.59%
|
|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
4,937
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
4,900
shares
|
$2.87 Million
0.12% of portfolio
|
Q3 2025
Reduced 4.91%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
4,850
shares
|
$2.84 Million
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
4,846
shares
|
$2.84 Million
0.08% of portfolio
|
Q3 2025
Reduced 10.95%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
4,841
shares
|
$2.84 Million
0.1% of portfolio
|
Q1 2024
Added 13.72%
|
|
|
Northstar Asset Management LLC
|
Oct 22, 2025 Q3 2025 |
4,820
shares
|
$2.83 Million
0.65% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
4,817
shares
|
$2.82 Million
0.05% of portfolio
|
Q3 2022
Added 200.5%
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
4,803
shares
|
$2.82 Million
0.0% of portfolio
|
Q3 2025
Added 202.08%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2025 Q3 2025 |
4,789
shares
|
$2.81 Million
0.38% of portfolio
|
Q4 2024
Added 1929.24%
|
|
|
Wesbanco Bank Inc
|
Nov 06, 2025 Q3 2025 |
4,779
shares
|
$2.8 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.38%
|
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Oct 29, 2025 Q3 2025 |
4,776
shares
|
$2.8 Million
0.9% of portfolio
|
Q3 2025
Reduced 5.61%
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,772
shares
|
$2.8 Million
0.11% of portfolio
|
Q3 2025
Added 7.99%
|
|
|
Asset Management Group, Inc.
Stamford, CT |
Nov 14, 2025 Q3 2025 |
4,752
shares
|
$2.79 Million
0.47% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Weil Company, Inc.
|
Nov 06, 2025 Q3 2025 |
4,746
shares
|
$2.78 Million
0.82% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
4,722
shares
|
$2.77 Million
0.39% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
4,718
shares
|
$2.77 Million
0.04% of portfolio
|
Q3 2025
Added 12.36%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
4,717
shares
|
$2.76 Million
0.13% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
4,708
shares
|
$2.76 Million
0.14% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2025 Q3 2025 |
4,628
shares
|
$2.71 Million
0.61% of portfolio
|
Q3 2025
Reduced 11.0%
|
|