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 |
|---|---|---|---|---|---|
|
Redw Wealth LLC
|
Oct 31, 2025 Q3 2025 |
579
shares
|
$339,386
0.13% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
579
shares
|
$339,386
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
578
shares
|
$338,800
0.22% of portfolio
|
Q3 2025
Added 2.12%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Nov 05, 2025 Q3 2025 |
576
shares
|
$337,628
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Nov 12, 2025 Q3 2025 |
576
shares
|
$337,628
0.07% of portfolio
|
Q3 2025
Added 271.61%
|
|
|
Sns Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
575
shares
|
$337,042
0.03% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Ellis Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
575
shares
|
$337,042
0.06% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Heritage Investment Group, Inc.
|
Oct 31, 2025 Q3 2025 |
575
shares
|
$337,042
0.06% of portfolio
|
Q1 2022
Added 21.05%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
572
shares
|
$335,283
0.2% of portfolio
|
Q4 2025
Reduced 26.76%
|
|
|
Financial Counselors Inc
|
Nov 06, 2025 Q3 2025 |
570
shares
|
$334,111
0.45% of portfolio
|
Q2 2025
Reduced 99.13%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Nov 14, 2025 Q3 2025 |
570
shares
|
$334,111
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Wedmont Private Capital
|
Jan 08, 2026 Q4 2025 |
565
shares
|
$331,180
0.01% of portfolio
|
Q3 2025
Added 7.82%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
564
shares
|
$330,594
0.04% of portfolio
|
Q4 2023
Added 5.42%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
563
shares
|
$330,008
0.17% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
562
shares
|
$329,421
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Oct 31, 2025 Q3 2025 |
562
shares
|
$329,421
0.04% of portfolio
|
Q2 2024
Reduced 5.07%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
559
shares
|
$327,663
0.01% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Oct 29, 2025 Q3 2025 |
556
shares
|
$325,904
0.09% of portfolio
|
Q3 2025
Reduced 0.54%
|
|
|
Progressive Investment Management Corp
|
Nov 05, 2025 Q3 2025 |
555
shares
|
$325,318
0.08% of portfolio
|
Q3 2025
Reduced 18.98%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
555
shares
|
$325,318
0.01% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
554
shares
|
$324,732
0.02% of portfolio
|
Q2 2025
Added 23.66%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
553
shares
|
$324,146
0.08% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
553
shares
|
$324,146
0.03% of portfolio
|
Q3 2025
Added 14.26%
|
|
|
Wp Advisors, LLC
|
Oct 22, 2025 Q3 2025 |
551
shares
|
$322,974
0.08% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
550
shares
|
$322,388
0.11% of portfolio
|
Q4 2022
New holding
|
|