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 |
|---|---|---|---|---|---|
|
Mathes Company, Inc.
|
Nov 12, 2025 Q3 2025 |
700
shares
|
$410,312
0.15% of portfolio
|
Q1 2025
Reduced 17.65%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
700
shares
|
$410,312
0.07% of portfolio
|
Q3 2025
Reduced 7.65%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Nov 10, 2025 Q3 2025 |
699
shares
|
$409,725
0.05% of portfolio
|
Q3 2025
Reduced 2.37%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
698
shares
|
$409,139
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
690
shares
|
$404,450
0.02% of portfolio
|
Q3 2025
Reduced 50.75%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Oct 20, 2025 Q3 2025 |
689
shares
|
$403,864
0.17% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
688
shares
|
$403,278
0.04% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
688
shares
|
$403,278
0.12% of portfolio
|
Q3 2025
Reduced 15.89%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
687
shares
|
$402,691
0.05% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
687
shares
|
$402,691
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Norden Group LLC
Provo, UT |
Oct 15, 2025 Q3 2025 |
686
shares
|
$402,105
0.04% of portfolio
|
Q3 2025
Reduced 2.14%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
684
shares
|
$400,933
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Advisors Inc
|
Oct 21, 2025 Q3 2025 |
683
shares
|
$400,347
0.01% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
681
shares
|
$399,174
0.09% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
679
shares
|
$398,002
0.03% of portfolio
|
Q3 2025
Added 12.98%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
678
shares
|
$397,416
0.0% of portfolio
|
Q3 2025
Added 4.31%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
675
shares
|
$395,658
0.04% of portfolio
|
Q4 2022
Reduced 0.59%
|
|
|
Carret Asset Management, LLC
|
Nov 13, 2025 Q3 2025 |
675
shares
|
$395,658
0.04% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
674
shares
|
$395,071
0.14% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
673
shares
|
$394,485
0.06% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
672
shares
|
$393,899
0.03% of portfolio
|
Q3 2025
Reduced 29.56%
|
|
|
Genesis Private Wealth, LLC
Ashburn, VA |
Jan 08, 2026 Q4 2025 |
672
shares
|
$393,899
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Ayrshire Capital Management LLC
|
Oct 20, 2025 Q3 2025 |
667
shares
|
$390,968
0.19% of portfolio
|
Q3 2025
Reduced 13.04%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
662
shares
|
$388,037
0.04% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 31, 2025 Q3 2025 |
662
shares
|
$388,037
0.07% of portfolio
|
Q3 2025
Reduced 43.22%
|
|