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 |
|---|---|---|---|---|---|
|
Bridges Investment Management Inc
|
Nov 04, 2025 Q3 2025 |
660
shares
|
$386,865
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
660
shares
|
$386,865
0.02% of portfolio
|
Q1 2025
Reduced 27.39%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
658
shares
|
$385,693
0.12% of portfolio
|
Q1 2022
Reduced 6.0%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
658
shares
|
$385,693
0.06% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
657
shares
|
$385,107
0.01% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Howard Capital Management Group, LLC
|
Oct 16, 2025 Q3 2025 |
655
shares
|
$383,934
0.02% of portfolio
|
Q3 2025
Reduced 8.39%
|
|
|
Spears Abacus Advisors LLC
|
Nov 14, 2025 Q3 2025 |
655
shares
|
$383,934
0.01% of portfolio
|
Q2 2024
Reduced 6.16%
|
|
|
Natixis
Paris, I0 |
Nov 14, 2025 Q3 2025 |
654
shares
|
$383,348
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Nov 10, 2025 Q3 2025 |
654
shares
|
$383,348
0.01% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Lane & Associates LLC
Moorestown, NJ |
May 01, 2025 Q1 2025 |
653
shares
|
$382,762
0.19% of portfolio
|
Q1 2025
Added 6.7%
|
|
|
Wilkins Investment Counsel Inc
|
Oct 30, 2025 Q3 2025 |
650
shares
|
$381,004
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Nov 14, 2025 Q3 2025 |
650
shares
|
$381,004
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Monterey Private Wealth, Inc.
|
May 14, 2025 Q1 2025 |
649
shares
|
$380,417
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Avity Investment Management Inc.
|
Nov 19, 2025 Q3 2025 |
645
shares
|
$378,073
0.03% of portfolio
|
Q2 2025
Added 15.18%
|
|
|
Boston Trust Walden Corp
|
Oct 17, 2025 Q3 2025 |
645
shares
|
$378,073
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
637
shares
|
$373,383
0.01% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Asset Planning Corporation
|
Nov 06, 2025 Q3 2025 |
636
shares
|
$372,797
0.19% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
636
shares
|
$372,797
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
630
shares
|
$369,280
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cm Wealth Advisors LLC
Beachwood, OH |
Nov 05, 2025 Q3 2025 |
629
shares
|
$368,694
0.1% of portfolio
|
Q1 2023
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
622
shares
|
$364,591
0.03% of portfolio
|
Q3 2025
Reduced 4.75%
|
|
|
Altfest L J & CO Inc
|
Oct 21, 2025 Q3 2025 |
622
shares
|
$364,591
0.05% of portfolio
|
Q3 2025
Reduced 24.05%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
619
shares
|
$362,833
0.01% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
618
shares
|
$362,246
0.05% of portfolio
|
Q3 2025
Added 25.35%
|
|
|
Optima Capital LLC
Portland, OR |
Oct 27, 2025 Q3 2025 |
617
shares
|
$361,660
0.18% of portfolio
|
Q4 2024
New holding
|
|