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 |
|---|---|---|---|---|---|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Oct 17, 2025 Q3 2025 |
416
shares
|
$243,842
0.04% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Oct 31, 2025 Q3 2025 |
414
shares
|
$242,670
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Futures LTD Liability Co.
|
Oct 27, 2025 Q3 2025 |
413
shares
|
$242,084
0.13% of portfolio
|
Q3 2025
Added 8.4%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
413
shares
|
$242,084
0.11% of portfolio
|
Q3 2025
Added 14.4%
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
411
shares
|
$240,911
0.03% of portfolio
|
Q2 2024
Reduced 19.25%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
411
shares
|
$240,911
0.0% of portfolio
|
Q3 2025
Added 21.24%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
410
shares
|
$240,325
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
406
shares
|
$237,980
0.03% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
405
shares
|
$237,394
0.08% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Grassi Investment Management
|
Jul 21, 2025 Q2 2025 |
404
shares
|
$236,808
0.02% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
404
shares
|
$236,808
0.01% of portfolio
|
Q3 2025
Reduced 90.84%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 07, 2025 Q3 2025 |
404
shares
|
$236,808
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Cadinha & CO LLC
|
Oct 16, 2025 Q3 2025 |
403
shares
|
$236,222
0.03% of portfolio
|
Q3 2025
Reduced 12.96%
|
|
|
Hobart Private Capital, LLC
Charlotte, NC |
Oct 01, 2025 Q3 2025 |
402
shares
|
$235,636
0.05% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
400
shares
|
$234,464
0.05% of portfolio
|
Q2 2025
Reduced 33.33%
|
|
|
Cordatus Wealth Management LLC
Newtown, PA |
Oct 22, 2025 Q3 2025 |
400
shares
|
$234,464
0.06% of portfolio
|
Q1 2024
Reduced 75.23%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
400
shares
|
$234,464
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
400
shares
|
$234,464
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 14, 2025 Q3 2025 |
400
shares
|
$234,464
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
400
shares
|
$234,464
0.1% of portfolio
|
Q3 2025
Reduced 99.93%
|
|
|
Alpha Zero LLC
Boca Raton, FL |
Nov 12, 2025 Q3 2025 |
400
shares
|
$234,464
0.14% of portfolio
|
Q1 2025
Reduced 28.57%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
397
shares
|
$232,705
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Feb 14, 2025 Q4 2024 |
397
shares
|
$232,705
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Objective Capital Management, LLC
|
Oct 30, 2025 Q3 2025 |
396
shares
|
$232,119
0.26% of portfolio
|
Q3 2025
Added 0.25%
|
|
|
First American Trust, Fsb
|
Nov 10, 2025 Q3 2025 |
395
shares
|
$231,533
0.02% of portfolio
|
Q1 2025
Reduced 0.75%
|
|