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 |
|---|---|---|---|---|---|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
1,858
shares
|
$1.09 Million
0.18% of portfolio
|
Q4 2024
Added 29.3%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
1,857
shares
|
$1.09 Million
0.38% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
1,849
shares
|
$1.08 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Nov 04, 2025 Q3 2025 |
1,840
shares
|
$1.08 Million
0.08% of portfolio
|
Q3 2025
Reduced 17.93%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
1,840
shares
|
$1.08 Million
0.06% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Nov 07, 2025 Q3 2025 |
1,828
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 5.97%
|
|
|
Cadence Bank
Tupelo, MS |
Nov 13, 2025 Q3 2025 |
1,818
shares
|
$1.07 Million
0.07% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
1,817
shares
|
$1.07 Million
0.39% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Glassman Wealth Services
|
Nov 10, 2025 Q3 2025 |
1,808
shares
|
$1.06 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Gator Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,807
shares
|
$1.06 Million
0.28% of portfolio
|
Q3 2025
Added 11.27%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
1,799
shares
|
$1.05 Million
0.15% of portfolio
|
Q3 2025
Reduced 13.43%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
1,794
shares
|
$1.05 Million
0.26% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
1,793
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2025
Reduced 29.85%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Nov 13, 2025 Q3 2025 |
1,790
shares
|
$1.05 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
Capital Advantage, Inc.
|
Jan 07, 2026 Q4 2025 |
1,786
shares
|
$1.05 Million
0.16% of portfolio
|
Q4 2025
Reduced 0.33%
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Nov 12, 2025 Q3 2025 |
1,777
shares
|
$1.04 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Sfm, LLC
Manchester, NH |
Oct 15, 2025 Q3 2025 |
1,767
shares
|
$1.04 Million
0.61% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
1,759
shares
|
$1.03 Million
0.06% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
1,756
shares
|
$1.03 Million
0.01% of portfolio
|
Q3 2025
Added 66.29%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,750
shares
|
$1.03 Million
0.05% of portfolio
|
Q3 2025
Reduced 6.22%
|
|
|
Long Road Investment Counsel, LLC
|
Nov 14, 2025 Q3 2025 |
1,750
shares
|
$1.03 Million
0.38% of portfolio
|
Q2 2025
Added 32.58%
|
|
|
Pacific Financial Group Inc
|
Nov 12, 2025 Q3 2025 |
1,741
shares
|
$1.02 Million
0.77% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Lynch & Associates
|
Jan 07, 2026 Q4 2025 |
1,740
shares
|
$1.02 Million
0.2% of portfolio
|
Q4 2022
Added 10.8%
|
|
|
Vera Bank, N.A.
|
Nov 07, 2025 Q3 2025 |
1,737
shares
|
$1.02 Million
0.22% of portfolio
|
Q3 2025
Added 28.76%
|
|
|
Castle Rock Wealth Management, LLC
|
Oct 16, 2025 Q3 2025 |
1,735
shares
|
$1.02 Million
0.25% of portfolio
|
Q3 2025
Added 5.73%
|
|