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 |
|---|---|---|---|---|---|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Nov 10, 2025 Q3 2025 |
443
shares
|
$259,668
0.19% of portfolio
|
Q4 2022
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
442
shares
|
$259,082
0.01% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
441
shares
|
$258,496
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Nov 04, 2025 Q3 2025 |
441
shares
|
$258,496
0.08% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
436
shares
|
$255,565
0.0% of portfolio
|
Q2 2025
Reduced 26.23%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
435
shares
|
$254,979
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
433
shares
|
$253,807
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
First Pacific Financial
|
Oct 21, 2025 Q3 2025 |
432
shares
|
$253,221
0.05% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
431
shares
|
$252,634
0.05% of portfolio
|
Q3 2025
Reduced 20.33%
|
|
|
William Mack & Associates, Inc.
Troy, MI |
Nov 14, 2025 Q3 2025 |
431
shares
|
$252,634
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Flagship Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
430
shares
|
$252,048
0.1% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Oct 30, 2025 Q3 2025 |
430
shares
|
$252,048
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Cap Wealth Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
429
shares
|
$251,462
0.02% of portfolio
|
Q3 2025
Reduced 8.92%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
428
shares
|
$250,876
0.04% of portfolio
|
Q3 2025
Reduced 35.64%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jan 09, 2026 Q4 2025 |
427
shares
|
$250,290
0.01% of portfolio
|
Q4 2025
Added 0.23%
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Nov 10, 2025 Q3 2025 |
427
shares
|
$250,290
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Oct 31, 2025 Q3 2025 |
426
shares
|
$249,704
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
426
shares
|
$249,704
0.02% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
425
shares
|
$249,118
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
424
shares
|
$248,531
0.09% of portfolio
|
Q3 2025
Added 10.7%
|
|
|
Excalibur Management Corp
|
Nov 07, 2025 Q3 2025 |
422
shares
|
$247,359
0.09% of portfolio
|
Q3 2025
Reduced 5.59%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 12, 2025 Q3 2025 |
422
shares
|
$247,359
0.03% of portfolio
|
Q3 2025
Reduced 22.0%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
421
shares
|
$246,773
0.03% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Trust CO Of Virginia
|
Oct 23, 2025 Q3 2025 |
420
shares
|
$246,187
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2025 Q3 2025 |
417
shares
|
$244,428
0.12% of portfolio
|
Q3 2025
Reduced 11.28%
|
|