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 |
|---|---|---|---|---|---|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
1,237
shares
|
$725,079
0.13% of portfolio
|
Q2 2025
Reduced 45.02%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
1,234
shares
|
$723,321
0.24% of portfolio
|
Q3 2025
Reduced 0.88%
|
|
|
Urban Financial Advisory Corp
Chicago, IL |
Nov 21, 2025 Q3 2025 |
1,233
shares
|
$722,735
0.34% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Fcg Investment CO
Germantown, TN |
Oct 08, 2025 Q3 2025 |
1,226
shares
|
$718,632
0.34% of portfolio
|
Q3 2025
Added 3.03%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
1,225
shares
|
$718,046
0.06% of portfolio
|
Q1 2025
Added 1.66%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Oct 14, 2025 Q3 2025 |
1,220
shares
|
$715,115
0.13% of portfolio
|
Q3 2025
Reduced 38.63%
|
|
|
Kaydan Wealth Management, Inc.
Fenton, MI |
Jan 12, 2026 Q4 2025 |
1,220
shares
|
$715,115
0.21% of portfolio
|
Q1 2025
Reduced 1.29%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
1,214
shares
|
$711,598
0.05% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Blue Zone Wealth Advisors, LLC
|
Oct 15, 2025 Q3 2025 |
1,213
shares
|
$711,012
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Simon Quick Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
1,213
shares
|
$711,012
0.03% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
1,200
shares
|
$703,392
0.03% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Nov 07, 2025 Q3 2025 |
1,198
shares
|
$702,219
0.49% of portfolio
|
Q2 2025
Added 36.6%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
1,196
shares
|
$701,047
0.04% of portfolio
|
Q3 2020
Reduced 12.95%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
1,191
shares
|
$698,116
0.06% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
|
Sage Mountain Advisors LLC
|
Oct 29, 2025 Q3 2025 |
1,190
shares
|
$697,530
0.04% of portfolio
|
Q1 2025
Reduced 43.01%
|
|
|
Mission Wealth Management, LP
|
Nov 04, 2025 Q3 2025 |
1,185
shares
|
$694,599
0.01% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Stone Point Wealth LLC
|
Oct 22, 2025 Q3 2025 |
1,183
shares
|
$693,427
0.2% of portfolio
|
Q3 2025
Reduced 28.86%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 06, 2025 Q3 2025 |
1,178
shares
|
$690,496
0.3% of portfolio
|
Q3 2025
Added 134.19%
|
|
|
Truepoint, Inc.
|
Nov 12, 2025 Q3 2025 |
1,176
shares
|
$689,324
0.02% of portfolio
|
Q3 2025
Added 34.25%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Nov 12, 2025 Q3 2025 |
1,173
shares
|
$687,565
0.09% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Opulen Financial Group LLC
Arlington, VA |
Nov 17, 2025 Q3 2025 |
1,167
shares
|
$684,048
0.53% of portfolio
|
Q3 2025
Added 0.43%
|
|
|
Pacific Sun Financial Corp
|
Nov 13, 2025 Q3 2025 |
1,164
shares
|
$682,290
0.35% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
1,162
shares
|
$681,117
0.03% of portfolio
|
Q3 2025
Reduced 15.55%
|
|
|
Stanich Group LLC
Montauk, NY |
Oct 15, 2025 Q3 2025 |
1,160
shares
|
$679,945
0.42% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
1,155
shares
|
$677,014
0.02% of portfolio
|
Q3 2025
New holding
|
|