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 |
|---|---|---|---|---|---|
|
First City Capital Management, Inc.
|
Oct 21, 2025 Q3 2025 |
1,482
shares
|
$868,689
0.49% of portfolio
|
Q3 2025
Added 3.78%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
1,481
shares
|
$868,102
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,479
shares
|
$866,930
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Pettinga Financial Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,477
shares
|
$865,758
0.18% of portfolio
|
Q3 2025
Reduced 5.38%
|
|
|
Dentgroup LLC
|
Oct 03, 2025 Q3 2025 |
1,472
shares
|
$862,827
0.62% of portfolio
|
Q3 2025
Added 97.85%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 10, 2025 Q3 2025 |
1,471
shares
|
$862,241
0.25% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,465
shares
|
$858,724
0.05% of portfolio
|
Q1 2023
Added 59.41%
|
|
|
Bay Colony Advisory Group, Inc D
|
Oct 23, 2025 Q3 2025 |
1,465
shares
|
$858,724
0.11% of portfolio
|
Q3 2025
Added 1.81%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
1,463
shares
|
$857,552
0.22% of portfolio
|
Q4 2025
Reduced 0.54%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,459
shares
|
$855,207
0.01% of portfolio
|
Q3 2025
Added 12.75%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
1,458
shares
|
$854,621
0.02% of portfolio
|
Q3 2025
Added 3.99%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
1,457
shares
|
$854,035
0.07% of portfolio
|
Q3 2025
Reduced 10.17%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Nov 06, 2025 Q3 2025 |
1,453
shares
|
$851,690
0.21% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Park National Corp
|
Jan 05, 2026 Q4 2025 |
1,450
shares
|
$849,932
0.03% of portfolio
|
Q4 2025
Added 13.37%
|
|
|
Petix & Botte CO
|
Nov 21, 2025 Q3 2025 |
1,450
shares
|
$849,932
0.21% of portfolio
|
Q2 2024
Added 76.83%
|
|
|
Grimes & Company, Inc.
|
Oct 27, 2025 Q3 2025 |
1,449
shares
|
$849,345
0.02% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Oct 14, 2025 Q3 2025 |
1,440
shares
|
$844,070
0.23% of portfolio
|
Q1 2024
New holding
|
|
|
Lcnb Corp
Lebanon, OH |
Nov 10, 2025 Q3 2025 |
1,440
shares
|
$844,070
0.31% of portfolio
|
Q3 2025
Reduced 12.2%
|
|
|
Bridgewater Advisors Inc.
|
Nov 07, 2025 Q3 2025 |
1,435
shares
|
$841,139
0.06% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
1,432
shares
|
$839,381
0.15% of portfolio
|
Q3 2025
Reduced 4.6%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jan 07, 2026 Q4 2025 |
1,429
shares
|
$837,622
0.53% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Oct 30, 2025 Q3 2025 |
1,427
shares
|
$836,450
0.31% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Clarius Group, LLC
Seattle, WA |
Oct 10, 2025 Q3 2025 |
1,426
shares
|
$835,864
0.05% of portfolio
|
Q3 2024
Added 161.17%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,423
shares
|
$834,105
0.23% of portfolio
|
Q2 2022
Added 7.23%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
1,419
shares
|
$831,761
0.02% of portfolio
|
Q3 2025
Reduced 13.95%
|
|