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 |
|---|---|---|---|---|---|
|
Isthmus Partners, LLC
Madison, WI |
Nov 10, 2025 Q3 2025 |
518
shares
|
$303,630
0.04% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Camden National Bank
Camden, ME |
Nov 06, 2025 Q3 2025 |
516
shares
|
$302,458
0.04% of portfolio
|
Q1 2025
Reduced 14.43%
|
|
|
Libra Wealth LLC
|
Nov 06, 2025 Q3 2025 |
515
shares
|
$301,872
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
513
shares
|
$300,700
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
510
shares
|
$298,941
0.13% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
508
shares
|
$297,769
0.03% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
507
shares
|
$297,183
0.02% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
504
shares
|
$295,424
0.02% of portfolio
|
Q4 2024
Reduced 26.42%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
502
shares
|
$294,252
0.08% of portfolio
|
Q3 2025
Reduced 2.33%
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 14, 2025 Q3 2025 |
501
shares
|
$293,666
0.05% of portfolio
|
Q3 2025
Added 32.89%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 12, 2026 Q4 2025 |
500
shares
|
$293,080
0.03% of portfolio
|
Q4 2025
Reduced 15.97%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
500
shares
|
$293,080
0.0% of portfolio
|
Q4 2022
Reduced 15.97%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
500
shares
|
$293,080
0.03% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
500
shares
|
$293,080
0.2% of portfolio
|
Q3 2024
Reduced 92.45%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
500
shares
|
$293,080
0.15% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Burney CO
Reston, VA |
Oct 16, 2025 Q3 2025 |
497
shares
|
$291,321
0.01% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Apexium Financial, LP
|
Nov 17, 2025 Q3 2025 |
496
shares
|
$290,735
0.02% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
495
shares
|
$290,149
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
494
shares
|
$289,563
0.02% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
492
shares
|
$288,390
0.02% of portfolio
|
Q3 2023
Reduced 6.29%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
487
shares
|
$285,459
0.07% of portfolio
|
Q2 2025
Added 17.35%
|
|
|
Cypress Wealth Services, LLC
|
Oct 15, 2025 Q3 2025 |
485
shares
|
$284,287
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
485
shares
|
$284,287
0.03% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Keel Point, LLC
Huntsville, AL |
Dec 16, 2025 Q3 2025 |
485
shares
|
$284,287
0.02% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
484
shares
|
$283,701
0.03% of portfolio
|
Q3 2025
New holding
|
|