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 |
|---|---|---|---|---|---|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
3,793
shares
|
$2.22 Million
0.15% of portfolio
|
Q3 2025
Reduced 8.27%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 14, 2025 Q3 2025 |
3,785
shares
|
$2.22 Million
0.28% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
3,753
shares
|
$2.2 Million
0.03% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
3,749
shares
|
$2.2 Million
0.11% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Oct 21, 2025 Q3 2025 |
3,743
shares
|
$2.19 Million
1.12% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Nov 12, 2025 Q3 2025 |
3,741
shares
|
$2.19 Million
1.83% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Nov 03, 2025 Q3 2025 |
3,731
shares
|
$2.19 Million
1.41% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 12, 2025 Q3 2025 |
3,727
shares
|
$2.18 Million
1.12% of portfolio
|
Q3 2025
Reduced 16.21%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Oct 15, 2025 Q3 2025 |
3,708
shares
|
$2.17 Million
1.77% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
3,699
shares
|
$2.17 Million
0.05% of portfolio
|
Q3 2025
Reduced 12.18%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,681
shares
|
$2.16 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Nov 12, 2025 Q3 2025 |
3,680
shares
|
$2.16 Million
0.71% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Investment Advisory Group, LLC
|
Nov 03, 2025 Q3 2025 |
3,671
shares
|
$2.15 Million
0.62% of portfolio
|
Q3 2025
Added 6.56%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 20, 2025 Q3 2025 |
3,663
shares
|
$2.15 Million
0.9% of portfolio
|
Q3 2025
Added 14.79%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Oct 23, 2025 Q3 2025 |
3,645
shares
|
$2.14 Million
1.0% of portfolio
|
Q3 2025
Reduced 53.33%
|
|
|
Evoke Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
3,635
shares
|
$2.13 Million
0.04% of portfolio
|
Q3 2025
Added 5.27%
|
|
|
Zwj Investment Counsel Inc
|
Oct 15, 2025 Q3 2025 |
3,605
shares
|
$2.11 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.91%
|
|
|
North Rock Partners, LLC
|
Nov 13, 2025 Q3 2025 |
3,599
shares
|
$2.11 Million
0.04% of portfolio
|
Q2 2025
Added 15.87%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,590
shares
|
$2.1 Million
0.12% of portfolio
|
Q3 2022
Reduced 2.05%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
3,584
shares
|
$2.1 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
3,578
shares
|
$2.1 Million
0.53% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Old Second National Bank Of Aurora
|
Oct 22, 2025 Q3 2025 |
3,571
shares
|
$2.09 Million
0.49% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
3,535
shares
|
$2.07 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.34%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 31, 2025 Q3 2025 |
3,531
shares
|
$2.07 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
3,518
shares
|
$2.06 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.35%
|
|