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 |
|---|---|---|---|---|---|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 07, 2025 Q3 2025 |
2,095
shares
|
$1.23 Million
0.14% of portfolio
|
Q3 2025
Added 67.87%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 06, 2025 Q3 2025 |
2,095
shares
|
$1.23 Million
0.18% of portfolio
|
Q3 2025
Added 26.59%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
2,087
shares
|
$1.22 Million
0.06% of portfolio
|
Q1 2024
Added 38.21%
|
|
|
Wj Financial Advisors LLC
Killingworth, CT |
Nov 06, 2025 Q3 2025 |
2,086
shares
|
$1.22 Million
1.21% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Nov 13, 2025 Q3 2025 |
2,085
shares
|
$1.22 Million
0.51% of portfolio
|
Q3 2025
Added 5.25%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
2,071
shares
|
$1.21 Million
0.08% of portfolio
|
Q4 2025
Added 0.19%
|
|
|
Sunbeam Capital Management, LLC
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
2,063
shares
|
$1.21 Million
0.76% of portfolio
|
Q3 2025
Reduced 11.08%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 07, 2025 Q3 2025 |
2,056
shares
|
$1.21 Million
0.31% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 13, 2025 Q3 2025 |
2,055
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 35.62%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
2,053
shares
|
$1.2 Million
0.07% of portfolio
|
Q3 2025
Reduced 0.87%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 09, 2025 Q3 2025 |
2,051
shares
|
$1.2 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Tru Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
2,050
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2025
Reduced 2.43%
|
|
|
Gryphon Financial Partners LLC
|
Jan 08, 2026 Q4 2025 |
2,041
shares
|
$1.2 Million
0.13% of portfolio
|
Q4 2025
Reduced 4.45%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2025 Q3 2025 |
2,039
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bill Few Associates, Inc.
|
Jan 12, 2026 Q4 2025 |
2,036
shares
|
$1.19 Million
0.35% of portfolio
|
Q4 2025
Added 0.3%
|
|
|
Clear Harbor Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
2,026
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2025
Reduced 14.62%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Nov 10, 2025 Q3 2025 |
2,019
shares
|
$1.18 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
2,012
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Added 190.75%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Nov 13, 2025 Q3 2025 |
2,004
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
2,002
shares
|
$1.17 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$1.17 Million
0.17% of portfolio
|
Q4 2024
Reduced 40.74%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
1,993
shares
|
$1.17 Million
0.03% of portfolio
|
Q3 2025
Added 26.86%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
1,993
shares
|
$1.17 Million
0.57% of portfolio
|
Q1 2025
Added 31.55%
|
|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Nov 14, 2025 Q3 2025 |
1,988
shares
|
$1.17 Million
0.49% of portfolio
|
Q4 2023
Reduced 4.79%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 13, 2025 Q3 2025 |
1,982
shares
|
$1.16 Million
0.21% of portfolio
|
Q3 2025
Added 6.1%
|
|