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 |
|---|---|---|---|---|---|
|
Rockline Wealth Management, LLC
Plainview, NY |
Nov 03, 2025 Q3 2025 |
855
shares
|
$501,166
0.11% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Litman Gregory Wealth Management LLC
|
Oct 16, 2025 Q3 2025 |
852
shares
|
$499,408
0.04% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Montis Financial, LLC
|
Oct 28, 2025 Q3 2025 |
850
shares
|
$498,236
0.12% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
850
shares
|
$498,236
0.01% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
849
shares
|
$497,649
0.09% of portfolio
|
Q4 2024
Reduced 28.29%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Nov 07, 2025 Q3 2025 |
847
shares
|
$496,477
0.03% of portfolio
|
Q3 2025
Reduced 3.86%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
847
shares
|
$496,477
0.12% of portfolio
|
Q3 2025
Reduced 2.31%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
845
shares
|
$495,305
0.09% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Platform Technology Partners
|
Oct 29, 2025 Q3 2025 |
841
shares
|
$492,960
0.13% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Nov 06, 2025 Q3 2025 |
841
shares
|
$492,960
0.15% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
841
shares
|
$492,960
0.01% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Nov 04, 2025 Q3 2025 |
839
shares
|
$491,788
0.2% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
838
shares
|
$491,202
0.08% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Canal Capital Management, LLC
|
Jan 06, 2026 Q4 2025 |
837
shares
|
$490,615
0.08% of portfolio
|
Q4 2025
Reduced 5.53%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
835
shares
|
$489,443
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Dec 15, 2025 Q3 2025 |
833
shares
|
$488,271
0.23% of portfolio
|
Q3 2023
New holding
|
|
|
Toth Financial Advisory Corp
|
Oct 09, 2025 Q3 2025 |
813
shares
|
$476,548
0.05% of portfolio
|
Q3 2025
Added 11.37%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
813
shares
|
$476,548
0.03% of portfolio
|
Q4 2022
Added 40.17%
|
|
|
Optimum Investment Advisors
|
Oct 20, 2025 Q3 2025 |
810
shares
|
$474,789
0.2% of portfolio
|
Q3 2025
Reduced 3.57%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 14, 2025 Q3 2025 |
810
shares
|
$474,789
0.03% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
806
shares
|
$472,444
0.02% of portfolio
|
Q3 2025
Reduced 27.06%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
806
shares
|
$472,444
0.31% of portfolio
|
Q3 2025
Added 26.93%
|
|
|
Cohen Klingenstein LLC
|
Oct 16, 2025 Q3 2025 |
800
shares
|
$468,928
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Marquette Asset Management, LLC
|
Oct 24, 2025 Q3 2025 |
800
shares
|
$468,928
0.07% of portfolio
|
Q3 2023
Reduced 20.0%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
800
shares
|
$468,928
0.0% of portfolio
|
Q3 2025
Reduced 83.97%
|
|