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 |
|---|---|---|---|---|---|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Nov 12, 2025 Q3 2025 |
14,982
shares
|
$8.78 Million
0.29% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
14,905
shares
|
$8.74 Million
0.76% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
14,893
shares
|
$8.73 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.84%
|
|
|
Central Bank & Trust CO
|
Jan 09, 2026 Q4 2025 |
14,841
shares
|
$8.7 Million
1.41% of portfolio
|
Q4 2025
Added 5.49%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
14,637
shares
|
$8.58 Million
0.62% of portfolio
|
Q4 2023
Reduced 0.05%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
14,296
shares
|
$8.38 Million
0.0% of portfolio
|
Q3 2025
Reduced 25.91%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
14,223
shares
|
$8.34 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.21%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
14,200
shares
|
$8.32 Million
0.0% of portfolio
|
Q4 2017
New holding
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
14,137
shares
|
$8.29 Million
1.78% of portfolio
|
Q3 2025
Added 131.94%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
13,936
shares
|
$8.17 Million
2.51% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Bearing Point Capital, LLC
Bloomington, MN |
Nov 12, 2025 Q3 2025 |
13,921
shares
|
$8.16 Million
1.43% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,794
shares
|
$8.09 Million
0.08% of portfolio
|
Q2 2025
Added 20.18%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,716
shares
|
$8.04 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
13,636
shares
|
$7.99 Million
1.08% of portfolio
|
Q3 2022
Added 4.23%
|
|
|
Unionview, LLC
Seattle, WA |
Feb 03, 2025 Q4 2024 |
13,534
shares
|
$7.93 Million
5.67% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
13,488
shares
|
$7.91 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.78%
|
|
|
Tkg Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
13,339
shares
|
$7.82 Million
3.51% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
13,247
shares
|
$7.76 Million
3.65% of portfolio
|
Q3 2025
Reduced 3.93%
|
|
|
Smith Anglin Financial, LLC
|
Jul 17, 2025 Q2 2025 |
13,071
shares
|
$7.66 Million
1.02% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Busey Wealth Management
|
Oct 15, 2025 Q3 2025 |
12,968
shares
|
$7.6 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.05%
|
|
|
Pacific Center For Financial Services
San Ramon, CA |
Nov 13, 2025 Q3 2025 |
12,910
shares
|
$7.57 Million
2.26% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
12,853
shares
|
$7.53 Million
0.1% of portfolio
|
Q3 2025
Reduced 24.73%
|
|
|
Staley Capital Advisers Inc
|
Nov 12, 2025 Q3 2025 |
12,844
shares
|
$7.53 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
12,720
shares
|
$7.46 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.55%
|
|
|
Meridian Wealth Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
12,701
shares
|
$7.44 Million
1.14% of portfolio
|
Q3 2025
Added 0.25%
|
|