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 |
|---|---|---|---|---|---|
|
King Luther Capital Management Corp
Fort Worth, TX |
Nov 07, 2025 Q3 2025 |
548
shares
|
$321,215
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
545
shares
|
$319,457
0.22% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Nov 12, 2025 Q3 2025 |
544
shares
|
$318,871
0.04% of portfolio
|
Q2 2024
Added 7.94%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
544
shares
|
$318,871
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Htlf Bank
Denver, CO |
Jan 28, 2025 Q4 2024 |
543
shares
|
$318,284
0.03% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Td Asset Management Inc
|
Nov 10, 2025 Q3 2025 |
542
shares
|
$317,698
0.0% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Novare Capital Management LLC
|
Nov 03, 2025 Q3 2025 |
541
shares
|
$317,112
0.02% of portfolio
|
Q2 2025
Reduced 8.46%
|
|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
540
shares
|
$316,526
0.09% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
538
shares
|
$315,354
0.05% of portfolio
|
Q4 2021
Reduced 9.88%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Nov 06, 2025 Q3 2025 |
538
shares
|
$315,354
0.15% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Bouchey Financial Group LTD
|
Nov 12, 2025 Q3 2025 |
536
shares
|
$314,181
0.03% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
536
shares
|
$314,181
0.01% of portfolio
|
Q3 2025
Reduced 3.6%
|
|
|
Etfidea, LLC
Syracuse, NY |
Nov 08, 2024 Q3 2024 |
535
shares
|
$313,595
0.1% of portfolio
|
Q3 2024
Reduced 6.96%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
534
shares
|
$313,009
0.01% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
532
shares
|
$311,837
0.16% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
529
shares
|
$310,078
0.02% of portfolio
|
Q3 2025
Reduced 8.48%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
526
shares
|
$308,320
0.07% of portfolio
|
Q4 2020
New holding
|
|
|
Peterson Wealth Services
|
Nov 04, 2025 Q3 2025 |
525
shares
|
$307,734
0.07% of portfolio
|
Q3 2025
Reduced 58.27%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
524
shares
|
$307,147
0.02% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
524
shares
|
$307,147
0.03% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
523
shares
|
$306,561
0.05% of portfolio
|
Q2 2023
Reduced 1.88%
|
|
|
Tarbox Family Office, Inc.
|
Oct 23, 2025 Q3 2025 |
522
shares
|
$305,975
0.05% of portfolio
|
Q1 2022
Reduced 2.79%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
520
shares
|
$304,803
0.09% of portfolio
|
Q3 2023
Added 5.05%
|
|
|
Wealthcare Capital Management LLC
Richmond, VA |
Nov 07, 2025 Q3 2025 |
519
shares
|
$304,217
0.04% of portfolio
|
Q1 2025
Added 44.57%
|
|
|
Jsf Financial, LLC
|
Nov 03, 2025 Q3 2025 |
518
shares
|
$303,630
0.07% of portfolio
|
Q1 2025
Added 0.19%
|
|