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 1,557 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 |
|---|---|---|---|---|---|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
460
shares
|
$269,633
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Oct 22, 2025 Q3 2025 |
460
shares
|
$269,633
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
459
shares
|
$269,047
0.01% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
459
shares
|
$269,047
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Jennison Associates LLC
|
Oct 30, 2025 Q3 2025 |
457
shares
|
$267,875
0.0% of portfolio
|
Q3 2025
Reduced 25.2%
|
|
|
Northstar Asset Management Inc
Boston, MA |
Oct 30, 2025 Q3 2025 |
457
shares
|
$267,875
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
457
shares
|
$267,875
0.0% of portfolio
|
Q2 2025
Reduced 25.33%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 08, 2026 Q4 2025 |
456
shares
|
$267,288
0.03% of portfolio
|
Q4 2025
Reduced 20.14%
|
|
|
Westside Investment Management, Inc.
|
Nov 04, 2025 Q3 2025 |
450
shares
|
$263,772
0.04% of portfolio
|
Q4 2018
Added 350.0%
|
|
|
Exeter Financial, LLC
|
Jan 07, 2026 Q4 2025 |
450
shares
|
$263,772
0.11% of portfolio
|
Q1 2023
New holding
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Nov 05, 2025 Q3 2025 |
450
shares
|
$263,772
0.04% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
American National Bank Of Texas
Richardson, TX |
Jan 07, 2026 Q4 2025 |
450
shares
|
$263,772
0.26% of portfolio
|
Q3 2025
New holding
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
448
shares
|
$262,599
0.01% of portfolio
|
Q4 2025
Reduced 12.67%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 17, 2025 Q3 2025 |
448
shares
|
$262,599
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
448
shares
|
$262,599
0.0% of portfolio
|
Q3 2025
Added 4.67%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 08, 2026 Q4 2025 |
447
shares
|
$262,013
0.07% of portfolio
|
Q4 2025
Added 2.52%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
446
shares
|
$261,427
0.01% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Nov 06, 2025 Q3 2025 |
446
shares
|
$261,427
0.06% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Oct 20, 2025 Q3 2025 |
445
shares
|
$260,841
0.06% of portfolio
|
Q3 2025
Reduced 11.88%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jan 08, 2026 Q4 2025 |
445
shares
|
$260,841
0.03% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Nov 12, 2025 Q3 2025 |
445
shares
|
$260,841
0.03% of portfolio
|
Q1 2025
Reduced 14.59%
|
|
|
Integrity Alliance, Llc.
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
445
shares
|
$260,841
0.01% of portfolio
|
Q3 2025
Added 22.59%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
444
shares
|
$260,255
0.02% of portfolio
|
Q1 2022
Reduced 41.81%
|
|
|
Aquire Wealth Advisors, LLC
|
Jan 07, 2026 Q4 2025 |
444
shares
|
$260,255
0.07% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jan 08, 2026 Q4 2025 |
444
shares
|
$260,255
0.19% of portfolio
|
Q4 2025
Added 1.6%
|
|