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 |
|---|---|---|---|---|---|
|
Soa Wealth Advisors, Llc.
|
Oct 21, 2025 Q3 2025 |
1,973
shares
|
$1.16 Million
0.12% of portfolio
|
Q3 2025
Reduced 5.37%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
1,972
shares
|
$1.16 Million
0.09% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
1,971
shares
|
$1.16 Million
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Oct 31, 2025 Q3 2025 |
1,962
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2025
Reduced 44.9%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
1,960
shares
|
$1.15 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.11%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Nov 04, 2025 Q3 2025 |
1,955
shares
|
$1.15 Million
0.08% of portfolio
|
Q3 2025
Reduced 0.15%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
1,953
shares
|
$1.14 Million
0.68% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Nov 06, 2025 Q3 2025 |
1,950
shares
|
$1.14 Million
2.13% of portfolio
|
Q3 2025
Reduced 44.29%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,944
shares
|
$1.14 Million
0.19% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Nov 05, 2025 Q3 2025 |
1,937
shares
|
$1.14 Million
0.95% of portfolio
|
Q3 2025
Reduced 1.27%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 10, 2025 Q3 2025 |
1,931
shares
|
$1.13 Million
0.34% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
1,928
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Founders Financial Securities LLC
|
Oct 15, 2025 Q3 2025 |
1,925
shares
|
$1.13 Million
0.08% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
1,925
shares
|
$1.13 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
1,924
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.31%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Oct 31, 2025 Q3 2025 |
1,915
shares
|
$1.12 Million
0.66% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
1,910
shares
|
$1.12 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Nov 07, 2025 Q3 2025 |
1,894
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Maltin Wealth Management, Inc.
|
Oct 23, 2025 Q3 2025 |
1,892
shares
|
$1.11 Million
0.58% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,890
shares
|
$1.11 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.16%
|
|
|
Private Wealth Group, LLC
|
Jan 12, 2026 Q4 2025 |
1,887
shares
|
$1.11 Million
0.53% of portfolio
|
Q1 2020
Reduced 84.36%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 22, 2025 Q3 2025 |
1,876
shares
|
$1.1 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
1,875
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2023
Reduced 51.44%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 10, 2025 Q3 2025 |
1,870
shares
|
$1.1 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,866
shares
|
$1.09 Million
0.02% of portfolio
|
Q1 2024
Reduced 45.6%
|
|