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 |
|---|---|---|---|---|---|
|
Moment Partners, LLC
San Francisco, CA |
Nov 06, 2025 Q3 2025 |
1,728
shares
|
$1.01 Million
0.18% of portfolio
|
Q3 2025
Added 47.95%
|
|
|
Credit Agricole S A
|
Nov 14, 2025 Q3 2025 |
1,725
shares
|
$1.01 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
1,721
shares
|
$1.01 Million
0.03% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Paragon Capital Management LTD
|
Oct 15, 2025 Q3 2025 |
1,700
shares
|
$996,472
0.2% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
1,700
shares
|
$996,472
0.07% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
First Financial Corp
|
Oct 09, 2025 Q3 2025 |
1,691
shares
|
$991,196
0.4% of portfolio
|
Q3 2025
New holding
|
|
|
Darrow Company, Inc.
|
Oct 28, 2025 Q3 2025 |
1,683
shares
|
$986,507
0.47% of portfolio
|
Q3 2025
Reduced 2.66%
|
|
|
Fiduciary Wealth Partners, LLC
Newton, MA |
Oct 28, 2025 Q3 2025 |
1,674
shares
|
$981,231
0.42% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
1,665
shares
|
$975,956
0.06% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Jordan Park Group LLC
|
Nov 03, 2025 Q3 2025 |
1,664
shares
|
$975,370
0.06% of portfolio
|
Q1 2025
Reduced 41.61%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Nov 03, 2025 Q3 2025 |
1,654
shares
|
$969,508
0.81% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Nov 20, 2025 Q3 2025 |
1,652
shares
|
$968,336
0.61% of portfolio
|
Q3 2025
Added 3.19%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,645
shares
|
$964,233
0.02% of portfolio
|
Q1 2024
Reduced 19.56%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,642
shares
|
$962,474
0.06% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Baker Avenue Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
1,627
shares
|
$953,682
0.02% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Oct 29, 2025 Q3 2025 |
1,626
shares
|
$953,096
0.02% of portfolio
|
Q3 2025
Added 20.98%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
1,617
shares
|
$947,820
0.34% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Braun Stacey Associates Inc
|
Oct 21, 2025 Q3 2025 |
1,617
shares
|
$947,820
0.03% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Orgel Wealth Management, LLC
|
Jan 07, 2026 Q4 2025 |
1,614
shares
|
$946,062
0.02% of portfolio
|
Q4 2025
Reduced 1.28%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,613
shares
|
$945,476
0.13% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
1,612
shares
|
$944,889
0.18% of portfolio
|
Q4 2025
Reduced 2.77%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2025 Q3 2025 |
1,608
shares
|
$942,545
0.15% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Rtd Financial Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
1,605
shares
|
$940,786
0.11% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,605
shares
|
$940,786
0.23% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Beacon Financial Advisory LLC
|
Oct 29, 2025 Q3 2025 |
1,601
shares
|
$938,442
0.26% of portfolio
|
Q3 2025
Added 0.25%
|
|