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 |
|---|---|---|---|---|---|
|
Diversified Trust CO
|
Jan 09, 2026 Q4 2025 |
4,594
shares
|
$2.69 Million
0.06% of portfolio
|
Q4 2025
Reduced 0.43%
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
4,587
shares
|
$2.69 Million
0.19% of portfolio
|
Q2 2024
Reduced 0.17%
|
|
|
West Paces Advisors Inc.
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
4,560
shares
|
$2.67 Million
0.54% of portfolio
|
Q2 2024
Reduced 0.04%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
4,539
shares
|
$2.66 Million
0.12% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
4,535
shares
|
$2.66 Million
0.3% of portfolio
|
Q2 2025
Reduced 8.88%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
4,516
shares
|
$2.65 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Element Pointe Advisors, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
4,509
shares
|
$2.64 Million
0.58% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
4,486
shares
|
$2.63 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.86%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
4,485
shares
|
$2.63 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.05%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
4,464
shares
|
$2.62 Million
0.64% of portfolio
|
Q3 2025
Added 6.13%
|
|
|
Gilman Hill Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
4,448
shares
|
$2.61 Million
0.44% of portfolio
|
Q4 2025
Reduced 2.2%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
4,444
shares
|
$2.6 Million
0.0% of portfolio
|
Q3 2025
Reduced 56.13%
|
|
|
Davidson Trust CO
|
Oct 20, 2025 Q3 2025 |
4,423
shares
|
$2.59 Million
1.1% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
4,382
shares
|
$2.57 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.57%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
4,377
shares
|
$2.57 Million
0.67% of portfolio
|
Q3 2025
New holding
|
|
|
Veracity Capital LLC
|
Oct 07, 2025 Q3 2025 |
4,359
shares
|
$2.56 Million
0.86% of portfolio
|
Q1 2024
Reduced 36.89%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 16, 2025 Q3 2025 |
4,357
shares
|
$2.55 Million
0.27% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
4,351
shares
|
$2.55 Million
0.97% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
4,349
shares
|
$2.55 Million
0.73% of portfolio
|
Q1 2023
Reduced 0.21%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
4,343
shares
|
$2.55 Million
0.38% of portfolio
|
Q3 2022
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
4,334
shares
|
$2.54 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Sage Financial Management Group, Inc.
|
Oct 23, 2025 Q3 2025 |
4,316
shares
|
$2.53 Million
0.82% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,312
shares
|
$2.53 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
4,305
shares
|
$2.52 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Sterling Investment Advisors, Ltd.
|
Oct 28, 2025 Q3 2025 |
4,299
shares
|
$2.52 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.12%
|
|