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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
3,046
shares
|
$1.79 Million
0.02% of portfolio
|
Q1 2025
Added 14.21%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Oct 14, 2025 Q3 2025 |
3,028
shares
|
$1.77 Million
1.32% of portfolio
|
Q3 2025
Reduced 18.21%
|
|
|
Credit Suisse Ag
Zurich, V8 |
May 10, 2024 Q1 2024 |
3,002
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2024
Reduced 80.35%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
2,966
shares
|
$1.74 Million
0.32% of portfolio
|
Q3 2023
Reduced 10.01%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
2,960
shares
|
$1.74 Million
0.28% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 27, 2025 Q3 2025 |
2,958
shares
|
$1.73 Million
0.41% of portfolio
|
Q1 2024
Reduced 31.89%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Nov 14, 2025 Q3 2025 |
2,956
shares
|
$1.73 Million
0.3% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Nov 13, 2025 Q3 2025 |
2,939
shares
|
$1.72 Million
0.68% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
2,927
shares
|
$1.72 Million
1.19% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
2,900
shares
|
$1.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Slate Stone Wealth, LLC
|
Nov 05, 2025 Q3 2025 |
2,885
shares
|
$1.69 Million
0.15% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
2,849
shares
|
$1.67 Million
0.06% of portfolio
|
Q2 2023
Added 0.64%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,849
shares
|
$1.67 Million
0.02% of portfolio
|
Q3 2023
Added 1.9%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
2,849
shares
|
$1.67 Million
0.04% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
2,843
shares
|
$1.67 Million
0.08% of portfolio
|
Q3 2025
Added 44.39%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,827
shares
|
$1.66 Million
0.53% of portfolio
|
Q3 2022
Reduced 3.55%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 09, 2025 Q3 2025 |
2,821
shares
|
$1.65 Million
0.23% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Forvis Wealth Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
2,819
shares
|
$1.65 Million
0.04% of portfolio
|
Q2 2025
Added 15.77%
|
|
|
Fiducient Advisors LLC
|
Oct 30, 2025 Q3 2025 |
2,819
shares
|
$1.65 Million
0.2% of portfolio
|
Q3 2025
Added 1.99%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 12, 2026 Q4 2025 |
2,797
shares
|
$1.64 Million
0.06% of portfolio
|
Q4 2025
Added 3.63%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Oct 31, 2025 Q3 2025 |
2,776
shares
|
$1.63 Million
0.74% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Hardy Reed LLC
|
Nov 07, 2025 Q3 2025 |
2,775
shares
|
$1.63 Million
0.12% of portfolio
|
Q4 2023
Reduced 0.86%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Oct 30, 2025 Q3 2025 |
2,757
shares
|
$1.62 Million
1.04% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
2,754
shares
|
$1.61 Million
0.08% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Harbor Advisory Corp
|
Nov 12, 2025 Q3 2025 |
2,743
shares
|
$1.61 Million
0.49% of portfolio
|
Q4 2023
Reduced 36.14%
|
|