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 1,556 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Latigo Investments, LLC
|
Nov 13, 2025 Q3 2025 |
10,962
shares
|
$6.43 Million
3.29% of portfolio
|
Q4 2022
New holding
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
10,802
shares
|
$6.33 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.64%
|
|
|
Paulson Wealth Management Inc.
|
Nov 03, 2025 Q3 2025 |
10,635
shares
|
$6.23 Million
1.55% of portfolio
|
Q3 2025
Added 25.31%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
10,574
shares
|
$6.2 Million
5.17% of portfolio
|
Q3 2025
Reduced 0.92%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
10,468
shares
|
$6.14 Million
2.13% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Nov 05, 2025 Q3 2025 |
10,466
shares
|
$6.13 Million
4.17% of portfolio
|
Q3 2025
Reduced 1.02%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
10,453
shares
|
$6.13 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.88%
|
|
|
Palisade Asset Management, LLC
|
Nov 17, 2025 Q3 2025 |
10,443
shares
|
$6.12 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Oct 14, 2025 Q3 2025 |
10,419
shares
|
$6.11 Million
1.08% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
10,373
shares
|
$6.08 Million
0.68% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
10,348
shares
|
$6.07 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
G&S Capital LLC
|
Oct 23, 2025 Q3 2025 |
10,320
shares
|
$6.05 Million
2.44% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 22, 2025 Q3 2025 |
10,300
shares
|
$6.04 Million
0.22% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
10,299
shares
|
$6.04 Million
0.1% of portfolio
|
Q3 2025
Added 2.51%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Nov 04, 2025 Q3 2025 |
10,249
shares
|
$6.01 Million
0.13% of portfolio
|
Q3 2025
Added 2.07%
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 22, 2025 Q3 2025 |
10,243
shares
|
$6 Million
1.12% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
10,169
shares
|
$5.96 Million
0.51% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Newport Capital Group, LLC
|
Nov 21, 2025 Q3 2025 |
10,070
shares
|
$5.9 Million
3.79% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
10,000
shares
|
$5.86 Million
0.28% of portfolio
|
Q4 2020
New holding
|
|
|
Wilmar Advisors LLC
Juno Beach, FL |
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$5.86 Million
4.89% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
9,941
shares
|
$5.83 Million
1.35% of portfolio
|
Q2 2024
Added 13.6%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
9,925
shares
|
$5.82 Million
0.74% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
9,881
shares
|
$5.79 Million
0.0% of portfolio
|
Q3 2025
Added 15.2%
|
|
|
Victory Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
9,795
shares
|
$5.74 Million
0.0% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
9,772
shares
|
$5.73 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.31%
|
|