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 |
|---|---|---|---|---|---|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
2,549
shares
|
$1.49 Million
0.03% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Oct 30, 2025 Q3 2025 |
2,547
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
2,531
shares
|
$1.48 Million
0.69% of portfolio
|
Q3 2025
Reduced 39.64%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
2,530
shares
|
$1.48 Million
0.37% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,528
shares
|
$1.48 Million
0.14% of portfolio
|
Q3 2025
Reduced 27.06%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,524
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2024
Added 153.16%
|
|
|
Peterson Wealth Management
|
Dec 17, 2025 Q3 2025 |
2,517
shares
|
$1.48 Million
1.06% of portfolio
|
Q3 2025
Reduced 27.19%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Oct 17, 2025 Q3 2025 |
2,505
shares
|
$1.47 Million
0.16% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 13, 2025 Q3 2025 |
2,500
shares
|
$1.47 Million
0.46% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
2,474
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Equitable Trust CO
|
Nov 10, 2025 Q3 2025 |
2,470
shares
|
$1.45 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
2,468
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2025
Reduced 1.59%
|
|
|
Triumph Capital Management
|
Dec 23, 2025 Q3 2025 |
2,465
shares
|
$1.44 Million
0.45% of portfolio
|
Q2 2025
Reduced 25.27%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
2,451
shares
|
$1.44 Million
0.06% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Accredited Investors Inc.
|
Oct 30, 2025 Q3 2025 |
2,443
shares
|
$1.43 Million
0.08% of portfolio
|
Q3 2025
Added 56.0%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
2,415
shares
|
$1.42 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Nov 10, 2025 Q3 2025 |
2,403
shares
|
$1.41 Million
0.12% of portfolio
|
Q3 2022
Reduced 1.15%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
2,400
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Saxon Interests, Inc.
|
Nov 03, 2025 Q3 2025 |
2,388
shares
|
$1.4 Million
0.56% of portfolio
|
Q3 2025
Added 89.07%
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
2,373
shares
|
$1.39 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.59%
|
|
|
Virtue Asset Management LLC
Barrington, IL |
Nov 14, 2025 Q3 2025 |
2,373
shares
|
$1.39 Million
1.17% of portfolio
|
Q3 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
2,361
shares
|
$1.38 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Beacon Bridge Wealth Partners, LLC
Conshohocken, PA |
Nov 06, 2025 Q3 2025 |
2,357
shares
|
$1.38 Million
0.5% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
2,335
shares
|
$1.37 Million
0.0% of portfolio
|
Q3 2025
Added 99.06%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
2,331
shares
|
$1.37 Million
0.07% of portfolio
|
Q4 2025
Added 3.42%
|
|