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 |
|---|---|---|---|---|---|
|
Round Rock Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
1,153
shares
|
$675,842
0.11% of portfolio
|
Q3 2025
Reduced 7.09%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
1,152
shares
|
$675,256
0.07% of portfolio
|
Q3 2025
Reduced 1.12%
|
|
|
North Star Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
1,151
shares
|
$674,670
0.03% of portfolio
|
Q3 2025
Added 52.05%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Nov 13, 2025 Q3 2025 |
1,140
shares
|
$668,222
0.0% of portfolio
|
Q3 2023
Added 14.0%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
1,138
shares
|
$667,050
0.07% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Jacksonville Wealth Management, LLC
Jacksonville, FL |
Nov 04, 2025 Q3 2025 |
1,136
shares
|
$665,877
0.5% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Bell Bank
|
Oct 21, 2025 Q3 2025 |
1,135
shares
|
$665,291
0.03% of portfolio
|
Q2 2025
Reduced 14.98%
|
|
|
New Hampshire Trust
Concord, NH |
Oct 16, 2025 Q3 2025 |
1,134
shares
|
$664,705
0.13% of portfolio
|
Q3 2023
Added 2.72%
|
|
|
Kanawha Capital Management LLC
|
Oct 31, 2025 Q3 2025 |
1,124
shares
|
$658,843
0.05% of portfolio
|
Q3 2025
Reduced 2.6%
|
|
|
Bickling Financial Services, Inc.
Lexington, MA |
Jan 31, 2023 Q4 2022 |
1,120
shares
|
$656,499
0.31% of portfolio
|
Q4 2022
Added 0.27%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
1,119
shares
|
$655,913
0.06% of portfolio
|
Q1 2024
Added 3.42%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
1,119
shares
|
$655,913
0.44% of portfolio
|
Q3 2025
Reduced 9.83%
|
|
|
Wealth Advisors, Inc.
|
Oct 23, 2023 Q3 2023 |
1,117
shares
|
$654,740
0.23% of portfolio
|
Q3 2023
Reduced 10.57%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
1,114
shares
|
$652,982
0.16% of portfolio
|
Q3 2023
New holding
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,111
shares
|
$651,223
0.01% of portfolio
|
Q3 2025
Reduced 6.01%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 15, 2025 Q3 2025 |
1,111
shares
|
$651,223
0.08% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Marion Wealth Management
|
Oct 10, 2025 Q3 2025 |
1,108
shares
|
$649,465
0.16% of portfolio
|
Q3 2025
Added 0.27%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
1,108
shares
|
$649,465
0.1% of portfolio
|
Q2 2025
Added 48.13%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
1,107
shares
|
$648,879
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 31, 2025 Q3 2025 |
1,107
shares
|
$648,879
0.03% of portfolio
|
Q2 2025
Reduced 9.19%
|
|
|
Cypress Capital, LLC
|
Oct 23, 2025 Q3 2025 |
1,106
shares
|
$648,292
0.19% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
1,100
shares
|
$644,776
0.04% of portfolio
|
Q3 2025
Reduced 6.54%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
1,092
shares
|
$640,086
0.04% of portfolio
|
Q4 2023
Reduced 0.36%
|
|
|
3 Edge Asset Management, LP
|
Oct 30, 2025 Q3 2025 |
1,089
shares
|
$638,328
0.04% of portfolio
|
Q3 2025
Reduced 20.45%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
1,087
shares
|
$637,155
0.03% of portfolio
|
Q3 2025
Reduced 27.39%
|
|