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 |
|---|---|---|---|---|---|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,235
shares
|
$2.48 Million
0.31% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 09, 2026 Q4 2025 |
4,197
shares
|
$2.46 Million
0.07% of portfolio
|
Q1 2022
Reduced 0.97%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,196
shares
|
$2.46 Million
0.11% of portfolio
|
Q2 2024
Added 7.7%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
4,186
shares
|
$2.45 Million
0.01% of portfolio
|
Q3 2025
Added 647.5%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,180
shares
|
$2.45 Million
0.07% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Oct 23, 2025 Q3 2025 |
4,150
shares
|
$2.43 Million
0.83% of portfolio
|
Q2 2023
Reduced 44.75%
|
|
|
Rvw Wealth, LLC
|
Jan 09, 2026 Q4 2025 |
4,129
shares
|
$2.42 Million
0.21% of portfolio
|
Q4 2025
Reduced 1.67%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,100
shares
|
$2.4 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 27, 2025 Q3 2025 |
4,076
shares
|
$2.39 Million
1.03% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
4,045
shares
|
$2.37 Million
0.07% of portfolio
|
Q3 2025
Added 20.93%
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
4,010
shares
|
$2.35 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Berman Mc Aleer LLC
Timonium, MD |
Nov 03, 2025 Q3 2025 |
3,990
shares
|
$2.34 Million
0.33% of portfolio
|
Q3 2025
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
3,984
shares
|
$2.34 Million
0.18% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
3,963
shares
|
$2.32 Million
0.79% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jan 08, 2026 Q4 2025 |
3,949
shares
|
$2.31 Million
1.26% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Keystone Financial Group
|
Nov 17, 2025 Q3 2025 |
3,944
shares
|
$2.31 Million
0.19% of portfolio
|
Q3 2025
Reduced 38.49%
|
|
|
Lavaca Capital LLC
Houston, TX |
Nov 13, 2025 Q3 2025 |
3,942
shares
|
$2.31 Million
0.83% of portfolio
|
Q3 2025
Reduced 6.14%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
Nov 12, 2025 Q3 2025 |
3,942
shares
|
$2.31 Million
0.49% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Financial Life Planners
Tempe, AZ |
Nov 13, 2025 Q3 2025 |
3,914
shares
|
$2.29 Million
1.57% of portfolio
|
Q3 2025
Reduced 3.07%
|
|
|
Cambridge Advisors Inc.
|
Oct 15, 2025 Q3 2025 |
3,894
shares
|
$2.28 Million
0.47% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Capital Investment Advisory Services, LLC
|
Nov 05, 2025 Q3 2025 |
3,888
shares
|
$2.28 Million
0.2% of portfolio
|
Q3 2025
Reduced 1.84%
|
|
|
Lm Advisors LLC
San Diego, CA |
Nov 13, 2025 Q3 2025 |
3,884
shares
|
$2.28 Million
0.33% of portfolio
|
Q3 2025
Added 36.57%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
3,857
shares
|
$2.26 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
3,852
shares
|
$2.26 Million
1.31% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
3,830
shares
|
$2.24 Million
0.06% of portfolio
|
Q3 2025
Reduced 3.77%
|
|