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 |
|---|---|---|---|---|---|
|
Tranquility Partners, LLC
|
Oct 30, 2025 Q3 2025 |
483
shares
|
$283,115
0.1% of portfolio
|
Q2 2025
Added 23.21%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
480
shares
|
$281,356
0.0% of portfolio
|
Q3 2025
Reduced 4.0%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 09, 2025 Q3 2025 |
479
shares
|
$280,770
0.1% of portfolio
|
Q3 2025
Added 31.59%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
476
shares
|
$279,012
0.11% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Birch Hill Investment Advisors LLC
|
Oct 23, 2025 Q3 2025 |
475
shares
|
$278,426
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Hanson & Doremus Investment Management
|
Oct 15, 2025 Q3 2025 |
475
shares
|
$278,426
0.04% of portfolio
|
Q2 2022
Reduced 5.0%
|
|
|
Citizens Business Bank
Ontario, CA |
Nov 10, 2025 Q3 2025 |
475
shares
|
$278,426
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Index Fund Advisors, Inc.
|
Oct 22, 2025 Q3 2025 |
474
shares
|
$277,839
0.01% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Nov 12, 2025 Q3 2025 |
473
shares
|
$277,253
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 14, 2025 Q3 2025 |
472
shares
|
$276,667
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thompson Davis & Co., Inc.
|
Jan 12, 2026 Q4 2025 |
470
shares
|
$275,495
0.17% of portfolio
|
Q4 2025
Reduced 8.02%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
470
shares
|
$275,495
0.01% of portfolio
|
Q3 2025
Reduced 4.47%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
468
shares
|
$274,322
0.02% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Lowery Thomas, LLC
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
468
shares
|
$274,322
0.16% of portfolio
|
Q3 2025
Added 27.52%
|
|
|
Wealth Trust Axiom LLC
|
Nov 14, 2025 Q3 2025 |
466
shares
|
$273,150
0.08% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 14, 2025 Q3 2025 |
466
shares
|
$273,150
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Bensler, LLC
Bellevue, WA |
Nov 03, 2025 Q3 2025 |
465
shares
|
$272,564
0.03% of portfolio
|
Q4 2023
Reduced 29.22%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
465
shares
|
$272,564
0.02% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Mount Yale Investment Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
463
shares
|
$271,392
0.02% of portfolio
|
Q3 2025
Added 49.84%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
463
shares
|
$271,392
0.1% of portfolio
|
Q3 2025
Added 22.81%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
463
shares
|
$271,392
0.01% of portfolio
|
Q3 2025
Reduced 25.56%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
463
shares
|
$271,392
0.11% of portfolio
|
Q2 2025
Reduced 83.65%
|
|
|
Creative Financial Designs Inc
|
Nov 12, 2025 Q3 2025 |
461
shares
|
$270,219
0.02% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
460
shares
|
$269,633
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Nov 10, 2025 Q3 2025 |
460
shares
|
$269,633
0.09% of portfolio
|
Q2 2024
New holding
|
|