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 |
|---|---|---|---|---|---|
|
Octavia Wealth Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
747
shares
|
$437,861
0.04% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Tred Avon Family Wealth, LLC
Easton, MD |
Oct 29, 2025 Q3 2025 |
747
shares
|
$437,861
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 22, 2025 Q3 2025 |
734
shares
|
$430,241
0.02% of portfolio
|
Q4 2024
Reduced 16.97%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Oct 23, 2025 Q3 2025 |
732
shares
|
$429,069
0.11% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Oct 30, 2025 Q3 2025 |
730
shares
|
$427,896
0.19% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
724
shares
|
$424,379
0.02% of portfolio
|
Q3 2025
Reduced 9.95%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
724
shares
|
$424,379
0.05% of portfolio
|
Q3 2025
Reduced 4.61%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
724
shares
|
$424,379
0.19% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
723
shares
|
$423,793
0.02% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
717
shares
|
$420,276
0.01% of portfolio
|
Q3 2025
Reduced 0.28%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Oct 21, 2025 Q3 2025 |
716
shares
|
$419,690
0.4% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Ellerson Group Inc /Adv
Annapolis, MD |
Nov 10, 2025 Q3 2025 |
715
shares
|
$419,104
0.27% of portfolio
|
Q3 2025
Reduced 41.15%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
715
shares
|
$419,104
0.02% of portfolio
|
Q1 2025
Added 28.83%
|
|
|
Field & Main Bank
|
Nov 03, 2025 Q3 2025 |
714
shares
|
$418,518
0.13% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
713
shares
|
$417,932
0.05% of portfolio
|
Q3 2025
Added 36.33%
|
|
|
Trail Ridge Investment Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
710
shares
|
$416,173
0.2% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Prosperity Consulting Group, LLC
|
Nov 14, 2025 Q3 2025 |
708
shares
|
$415,001
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
S.A. Mason LLC
|
Oct 14, 2025 Q3 2025 |
706
shares
|
$413,828
0.19% of portfolio
|
Q1 2024
Added 6.97%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
705
shares
|
$413,242
0.11% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
704
shares
|
$412,656
0.1% of portfolio
|
Q3 2025
Reduced 9.63%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jan 12, 2026 Q4 2025 |
703
shares
|
$412,070
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
702
shares
|
$411,484
0.05% of portfolio
|
Q3 2024
Reduced 86.66%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 21, 2025 Q3 2025 |
702
shares
|
$411,484
0.13% of portfolio
|
Q3 2025
Reduced 0.43%
|
|
|
Brand Asset Management Group, Inc.
|
Nov 12, 2025 Q3 2025 |
701
shares
|
$410,898
0.12% of portfolio
|
Q3 2025
Added 1.59%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Nov 14, 2025 Q3 2025 |
701
shares
|
$410,898
0.27% of portfolio
|
Q2 2022
Reduced 3.44%
|
|