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 |
|---|---|---|---|---|---|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
798
shares
|
$467,755
0.12% of portfolio
|
Q3 2022
Reduced 40.14%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
797
shares
|
$467,169
0.06% of portfolio
|
Q3 2023
Added 37.89%
|
|
|
Invenomic Capital Management LP
Boston, MA |
Nov 14, 2025 Q3 2025 |
797
shares
|
$467,169
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
791
shares
|
$463,652
0.03% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
791
shares
|
$463,652
0.31% of portfolio
|
Q2 2024
New holding
|
|
|
Finivi Inc.
Westborough, MA |
Dec 19, 2025 Q3 2025 |
791
shares
|
$463,652
0.3% of portfolio
|
Q3 2025
Added 4.77%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
788
shares
|
$461,894
0.01% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Institute For Wealth Management, Llc.
|
Oct 17, 2025 Q3 2025 |
784
shares
|
$459,549
0.05% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
781
shares
|
$457,790
0.0% of portfolio
|
Q4 2025
Added 38.97%
|
|
|
D. Scott Neal, Inc.
|
Oct 28, 2025 Q3 2025 |
780
shares
|
$457,204
0.22% of portfolio
|
Q1 2022
Reduced 95.63%
|
|
|
Summit Place Financial Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
780
shares
|
$457,204
0.24% of portfolio
|
Q3 2021
Added 48.57%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Nov 06, 2025 Q3 2025 |
778
shares
|
$456,032
0.31% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 12, 2025 Q3 2025 |
768
shares
|
$450,170
0.18% of portfolio
|
Q3 2025
Reduced 0.26%
|
|
|
Trexquant Investment LP
Stamford, CT |
Nov 14, 2025 Q3 2025 |
765
shares
|
$448,412
0.01% of portfolio
|
Q3 2025
Added 81.71%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
763
shares
|
$447,240
0.05% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Harbor Group, Inc.
|
Jan 12, 2026 Q4 2025 |
760
shares
|
$445,481
0.07% of portfolio
|
Q4 2025
New holding
|
|
|
Curated Wealth Partners LLC
|
Jan 12, 2026 Q4 2025 |
759
shares
|
$444,895
0.05% of portfolio
|
Q4 2025
New holding
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Nov 14, 2025 Q3 2025 |
759
shares
|
$444,895
0.3% of portfolio
|
Q3 2025
Reduced 5.95%
|
|
|
Maxele Advisors, LLC
Webster Groves, MO |
Nov 14, 2025 Q3 2025 |
758
shares
|
$444,309
0.39% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
755
shares
|
$442,550
0.01% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
754
shares
|
$441,964
0.02% of portfolio
|
Q3 2025
Added 38.6%
|
|
|
Cra Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
753
shares
|
$441,378
0.07% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Ls Investment Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
753
shares
|
$441,378
0.07% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Neumann Capital Management, LLC
|
Oct 15, 2025 Q3 2025 |
750
shares
|
$439,620
0.13% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Nov 12, 2025 Q3 2025 |
748
shares
|
$438,447
0.06% of portfolio
|
Q3 2022
Added 3.17%
|
|