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 |
|---|---|---|---|---|---|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
2,742
shares
|
$1.61 Million
0.95% of portfolio
|
Q4 2024
New holding
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Nov 10, 2025 Q3 2025 |
2,741
shares
|
$1.61 Million
0.4% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Oct 10, 2025 Q3 2025 |
2,731
shares
|
$1.6 Million
0.61% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 20, 2025 Q3 2025 |
2,705
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Xml Financial, LLC
|
Oct 20, 2025 Q3 2025 |
2,702
shares
|
$1.58 Million
0.13% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 07, 2025 Q3 2025 |
2,700
shares
|
$1.58 Million
0.18% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Nov 07, 2025 Q3 2025 |
2,691
shares
|
$1.58 Million
0.36% of portfolio
|
Q3 2025
Reduced 71.74%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Nov 12, 2025 Q3 2025 |
2,671
shares
|
$1.57 Million
0.69% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
2,670
shares
|
$1.57 Million
0.67% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Oct 31, 2025 Q3 2025 |
2,665
shares
|
$1.56 Million
0.5% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 10, 2025 Q3 2025 |
2,663
shares
|
$1.56 Million
0.02% of portfolio
|
Q3 2025
Added 2.42%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,654
shares
|
$1.56 Million
0.1% of portfolio
|
Q3 2022
Reduced 9.17%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2025 Q3 2025 |
2,646
shares
|
$1.55 Million
0.05% of portfolio
|
Q3 2025
Reduced 44.35%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 03, 2025 Q3 2025 |
2,638
shares
|
$1.55 Million
0.66% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
2,637
shares
|
$1.55 Million
0.01% of portfolio
|
Q3 2025
Added 33.45%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,625
shares
|
$1.54 Million
0.09% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jan 09, 2026 Q4 2025 |
2,622
shares
|
$1.54 Million
0.73% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
2,612
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
2,604
shares
|
$1.53 Million
0.04% of portfolio
|
Q3 2025
Added 15.53%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
2,600
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Added 7.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,596
shares
|
$1.52 Million
0.04% of portfolio
|
Q4 2023
Added 8.39%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
2,588
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 69.19%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
2,588
shares
|
$1.52 Million
1.38% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,569
shares
|
$1.51 Million
0.27% of portfolio
|
Q2 2022
Added 2.03%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
2,565
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.49%
|
|