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 |
|---|---|---|---|---|---|
|
Conservest Capital Advisors, Inc.
|
Nov 17, 2025 Q3 2025 |
217,689
shares
|
$128 Million
12.09% of portfolio
|
Q3 2025
Reduced 0.23%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
186,154
shares
|
$109 Million
1.88% of portfolio
|
Q3 2025
Added 564003.0%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
174,692
shares
|
$102 Million
0.23% of portfolio
|
Q3 2023
Reduced 10.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
172,465
shares
|
$101 Million
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Welch & Forbes LLC
|
Nov 03, 2025 Q3 2025 |
168,530
shares
|
$98.8 Million
1.22% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
163,905
shares
|
$96.1 Million
0.01% of portfolio
|
Q3 2025
Added 17.49%
|
|
|
Barclays PLC
London, X0 |
Nov 12, 2025 Q3 2025 |
155,506
shares
|
$91.2 Million
0.01% of portfolio
|
Q3 2025
Added 1258.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,908
shares
|
$87.3 Million
0.12% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Waddell & Associates, LLC
|
Nov 10, 2025 Q3 2025 |
148,331
shares
|
$86.9 Million
7.61% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
128,786
shares
|
$75.5 Million
0.89% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
125,891
shares
|
$73.8 Million
0.1% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
123,960
shares
|
$72.7 Million
0.12% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
119,611
shares
|
$70.1 Million
4.41% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
116,467
shares
|
$68.3 Million
2.32% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Brown Advisory Inc
|
Nov 14, 2025 Q3 2025 |
114,839
shares
|
$67.3 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
111,456
shares
|
$65.3 Million
0.07% of portfolio
|
Q3 2022
Added 0.22%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Oct 24, 2025 Q3 2025 |
111,284
shares
|
$65.2 Million
2.02% of portfolio
|
Q3 2025
Added 100.94%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
108,905
shares
|
$63.8 Million
0.06% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
108,070
shares
|
$63.3 Million
0.31% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
105,201
shares
|
$61.7 Million
2.93% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
105,154
shares
|
$61.6 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.2%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
93,225
shares
|
$54.6 Million
0.08% of portfolio
|
Q3 2025
Added 26.2%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
92,031
shares
|
$53.9 Million
2.11% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
91,232
shares
|
$53.5 Million
0.07% of portfolio
|
Q3 2025
Added 31.97%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
89,998
shares
|
$52.8 Million
1.05% of portfolio
|
Q3 2025
Reduced 1.04%
|
|