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 |
|---|---|---|---|---|---|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
1,325
shares
|
$776,662
0.43% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
1,316
shares
|
$771,386
0.11% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Fortress Private Ledger, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
1,305
shares
|
$764,938
0.28% of portfolio
|
Q3 2025
Reduced 6.99%
|
|
|
Appleton Partners Inc
|
Jan 09, 2026 Q4 2025 |
1,300
shares
|
$762,008
0.05% of portfolio
|
Q4 2025
Reduced 9.72%
|
|
|
Schrum Private Wealth Management LLC
|
Nov 07, 2025 Q3 2025 |
1,298
shares
|
$760,835
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,290
shares
|
$756,146
0.47% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
1,287
shares
|
$754,387
0.05% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 10, 2025 Q3 2025 |
1,285
shares
|
$753,215
0.02% of portfolio
|
Q3 2025
Reduced 24.32%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 14, 2025 Q3 2025 |
1,281
shares
|
$750,870
0.03% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Ccg Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
1,272
shares
|
$745,595
0.36% of portfolio
|
Q2 2025
Reduced 11.48%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
1,271
shares
|
$745,009
0.13% of portfolio
|
Q3 2025
Reduced 2.83%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 10, 2025 Q3 2025 |
1,268
shares
|
$743,250
0.05% of portfolio
|
Q4 2023
Reduced 1.4%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 21, 2025 Q3 2025 |
1,265
shares
|
$741,492
0.15% of portfolio
|
Q3 2025
Reduced 9.19%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Oct 21, 2025 Q3 2025 |
1,263
shares
|
$740,320
0.09% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Jan 08, 2026 Q4 2025 |
1,260
shares
|
$738,561
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Holistic Financial Partners
|
Jan 07, 2026 Q4 2025 |
1,258
shares
|
$737,389
0.28% of portfolio
|
Q4 2025
Reduced 2.33%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
1,257
shares
|
$736,803
0.01% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Miramar Capital, LLC
|
Nov 12, 2025 Q3 2025 |
1,252
shares
|
$733,872
0.17% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Single Point Partners, LLC
|
Oct 20, 2025 Q3 2025 |
1,248
shares
|
$731,527
0.14% of portfolio
|
Q2 2022
Added 6.94%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
1,246
shares
|
$730,355
0.02% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
1,245
shares
|
$729,769
0.01% of portfolio
|
Q3 2025
Added 82.55%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
1,245
shares
|
$729,769
0.44% of portfolio
|
Q3 2025
Reduced 0.48%
|
|
|
German American Bancorp, Inc.
Jasper, IN |
Nov 05, 2025 Q3 2025 |
1,242
shares
|
$728,010
0.07% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Nov 13, 2025 Q3 2025 |
1,241
shares
|
$727,424
0.12% of portfolio
|
Q3 2025
Reduced 0.08%
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
1,239
shares
|
$726,252
0.33% of portfolio
|
Q3 2025
Reduced 2.9%
|
|