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 |
|---|---|---|---|---|---|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
365
shares
|
$213,948
0.03% of portfolio
|
Q3 2025
Reduced 42.79%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Nov 07, 2025 Q3 2025 |
365
shares
|
$213,948
0.12% of portfolio
|
Q3 2025
Reduced 8.75%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
364
shares
|
$213,362
0.08% of portfolio
|
Q3 2025
Reduced 20.87%
|
|
|
Mystic Asset Management, Inc.
Warwick, RI |
Nov 03, 2025 Q3 2025 |
364
shares
|
$213,362
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Ewg Elevate Inc.
|
Oct 07, 2025 Q3 2025 |
363
shares
|
$212,776
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
361
shares
|
$211,603
0.02% of portfolio
|
Q3 2025
Reduced 21.69%
|
|
|
Lumbard & Kellner, LLC
Hollis, NH |
Nov 12, 2025 Q3 2025 |
360
shares
|
$211,017
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Magnus Financial Group LLC
New York, NY |
Jan 07, 2026 Q4 2025 |
359
shares
|
$210,431
0.02% of portfolio
|
Q4 2025
Reduced 9.34%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 07, 2026 Q4 2025 |
359
shares
|
$210,431
4.46% of portfolio
|
Q2 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
355
shares
|
$208,086
0.01% of portfolio
|
Q2 2024
Reduced 20.94%
|
|
|
Contravisory Investment Management, Inc.
|
Jan 12, 2026 Q4 2025 |
353
shares
|
$206,914
0.04% of portfolio
|
Q4 2025
Reduced 1.67%
|
|
|
American Capital Management Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
353
shares
|
$206,914
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Nov 07, 2025 Q3 2025 |
352
shares
|
$206,328
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Blackhill Capital Inc
Morristown, NJ |
Nov 13, 2025 Q3 2025 |
351
shares
|
$205,742
0.01% of portfolio
|
Q1 2020
Reduced 46.08%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2025 Q3 2025 |
351
shares
|
$205,742
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
Oct 31, 2025 Q3 2025 |
350
shares
|
$205,156
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Jan 09, 2026 Q4 2025 |
349
shares
|
$204,569
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Marino, Stram & Associates LLC
|
Nov 03, 2025 Q3 2025 |
348
shares
|
$203,983
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
348
shares
|
$203,983
0.01% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Great Waters Wealth Management
Minneapolis, MN |
Oct 14, 2025 Q3 2025 |
348
shares
|
$203,983
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
347
shares
|
$203,397
0.02% of portfolio
|
Q3 2025
Reduced 64.91%
|
|
|
Meritage Portfolio Management
|
Oct 27, 2025 Q3 2025 |
346
shares
|
$202,811
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
346
shares
|
$202,811
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 14, 2025 Q3 2025 |
345
shares
|
$202,225
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
344
shares
|
$201,639
0.09% of portfolio
|
Q1 2025
Added 46.38%
|
|