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 |
|---|---|---|---|---|---|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Nov 03, 2025 Q3 2025 |
132
shares
|
$77,373
0.02% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Rogco, LP
Claremore, OK |
Oct 30, 2025 Q3 2025 |
130
shares
|
$76,200
0.03% of portfolio
|
Q2 2024
Reduced 35.0%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
129
shares
|
$75,614
0.03% of portfolio
|
Q1 2025
Added 200.0%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
125
shares
|
$73,270
0.01% of portfolio
|
Q4 2023
Reduced 76.15%
|
|
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
Nov 14, 2025 Q3 2025 |
125
shares
|
$73,270
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Hilltop National Bank
Casper, WY |
Jan 07, 2026 Q4 2025 |
125
shares
|
$73,270
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Clean Yield Group
|
Oct 23, 2025 Q3 2025 |
124
shares
|
$72,683
0.02% of portfolio
|
Q2 2025
Added 24.0%
|
|
|
Measured Wealth Private Client Group, LLC
|
Nov 14, 2025 Q3 2025 |
124
shares
|
$72,683
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mma Asset Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
123
shares
|
$72,097
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
121
shares
|
$70,925
0.0% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
119
shares
|
$69,753
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
119
shares
|
$69,753
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
117
shares
|
$68,580
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
116
shares
|
$67,994
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Canton Hathaway, LLC
|
Oct 23, 2025 Q3 2025 |
115
shares
|
$67,408
0.01% of portfolio
|
Q3 2018
New holding
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
115
shares
|
$67,408
0.01% of portfolio
|
Q3 2022
Reduced 10.85%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
114
shares
|
$66,822
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
113
shares
|
$66,236
0.01% of portfolio
|
Q3 2025
Reduced 13.74%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
110
shares
|
$64,477
0.0% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Texas Capital Bancshares Inc
|
Nov 13, 2025 Q3 2025 |
110
shares
|
$64,477
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
109
shares
|
$63,891
0.01% of portfolio
|
Q4 2024
Reduced 12.8%
|
|
|
Newton One Investments LLC
|
Oct 10, 2025 Q3 2025 |
102
shares
|
$59,788
0.02% of portfolio
|
Q1 2025
Reduced 15.7%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
100
shares
|
$58,616
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
100
shares
|
$58,616
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
100
shares
|
$58,616
0.01% of portfolio
|
Q2 2025
Reduced 43.5%
|
|