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 |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
1,013
shares
|
$593,780
0.01% of portfolio
|
Q3 2025
Added 20.17%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
1,010
shares
|
$592,021
0.02% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
1,007
shares
|
$590,263
0.03% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
1,003
shares
|
$587,918
0.15% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
Sanders Morris Harris LLC
|
Jan 08, 2026 Q4 2025 |
1,000
shares
|
$586,160
0.95% of portfolio
|
Q2 2025
Reduced 16.11%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
1,000
shares
|
$586,160
0.15% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Nov 14, 2025 Q3 2025 |
1,000
shares
|
$586,160
0.29% of portfolio
|
Q3 2025
Reduced 66.67%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 10, 2025 Q3 2025 |
1,000
shares
|
$586,160
0.04% of portfolio
|
Q2 2025
Reduced 20.26%
|
|
|
Tower View Investment Management & Research LLC
|
Oct 16, 2025 Q3 2025 |
997
shares
|
$584,401
0.32% of portfolio
|
Q3 2025
Reduced 21.06%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jan 08, 2026 Q4 2025 |
994
shares
|
$582,643
0.4% of portfolio
|
Q3 2023
Reduced 26.59%
|
|
|
Sja Financial Advisory, LLC
|
Nov 05, 2025 Q3 2025 |
992
shares
|
$581,470
0.41% of portfolio
|
Q3 2025
Reduced 3.97%
|
|
|
Plante Moran Financial Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
989
shares
|
$579,712
0.04% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
989
shares
|
$579,712
0.13% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
988
shares
|
$579,126
0.06% of portfolio
|
Q2 2023
New holding
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
986
shares
|
$577,953
0.19% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
985
shares
|
$577,367
0.46% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
983
shares
|
$576,195
0.01% of portfolio
|
Q3 2025
Reduced 7.44%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Nov 07, 2025 Q3 2025 |
981
shares
|
$575,022
0.14% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
981
shares
|
$575,022
0.37% of portfolio
|
Q3 2025
Reduced 2.49%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
978
shares
|
$573,264
0.05% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Oct 30, 2025 Q3 2025 |
977
shares
|
$572,678
0.27% of portfolio
|
Q2 2024
Reduced 13.0%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
973
shares
|
$570,333
0.08% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
970
shares
|
$568,575
0.02% of portfolio
|
Q3 2025
Added 1.68%
|
|
|
Apeiron Ria LLC
|
Oct 14, 2025 Q3 2025 |
967
shares
|
$566,816
0.15% of portfolio
|
Q3 2025
Added 5.45%
|
|
|
Maren Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
964
shares
|
$565,058
0.03% of portfolio
|
Q4 2023
New holding
|
|