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 1,526 institutions that hold shares in the stock, with a total of 31.6 Million shares, which have been reported (via 13F filing form) to have a value of $18.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Aug 07, 2025 Q2 2025 |
10,982
shares
|
$6.57 Million
0.53% of portfolio
|
Q2 2025
Reduced 3.51%
|
|
|
Latigo Investments, LLC
|
May 06, 2025 Q1 2025 |
10,962
shares
|
$6.56 Million
3.12% of portfolio
|
Q4 2022
New holding
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
10,862
shares
|
$6.5 Million
0.71% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
10,712
shares
|
$6.41 Million
0.28% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
10,672
shares
|
$6.38 Million
5.09% of portfolio
|
Q2 2025
Reduced 7.11%
|
|
|
Hopwood Financial Services, Inc.
Reston, VA |
Aug 11, 2025 Q2 2025 |
10,574
shares
|
$6.33 Million
4.68% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Palisade Asset Management, LLC
|
Aug 07, 2025 Q2 2025 |
10,443
shares
|
$6.25 Million
0.6% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Cmg Global Holdings, LLC
|
Jul 29, 2025 Q2 2025 |
10,407
shares
|
$6.23 Million
3.43% of portfolio
|
Q2 2025
Added 12.42%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
10,393
shares
|
$6.22 Million
0.69% of portfolio
|
Q2 2025
Reduced 3.45%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Jul 15, 2025 Q2 2025 |
10,388
shares
|
$6.22 Million
1.1% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
10,380
shares
|
$6.21 Million
2.17% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
10,336
shares
|
$6.18 Million
0.04% of portfolio
|
Q4 2024
Added 0.66%
|
|
|
Gries Financial LLC
Cleveland, OH |
Jul 14, 2025 Q2 2025 |
10,294
shares
|
$6.16 Million
1.23% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
10,267
shares
|
$6.14 Million
0.23% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Bridgeworth, LLC
Birmingham, AL |
Jan 25, 2024 Q4 2023 |
10,169
shares
|
$6.08 Million
0.51% of portfolio
|
Q4 2023
Reduced 0.43%
|
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
10,130
shares
|
$6.06 Million
0.01% of portfolio
|
Q2 2025
Added 12.56%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
10,057
shares
|
$6.02 Million
0.03% of portfolio
|
Q2 2025
Added 20.41%
|
|
|
G&S Capital LLC
|
Jul 17, 2025 Q2 2025 |
10,052
shares
|
$6.01 Million
2.4% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
10,047
shares
|
$6.01 Million
0.13% of portfolio
|
Q2 2025
Added 6.39%
|
|
|
Badgley Phelps Wealth Managers, LLC
|
Jul 16, 2025 Q2 2025 |
10,041
shares
|
$6.01 Million
0.13% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Rbf Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$5.98 Million
0.28% of portfolio
|
Q4 2020
New holding
|
|
|
Wilmar Advisors LLC
Juno Beach, FL |
Aug 14, 2025 Q2 2025 |
10,000
shares
|
$5.98 Million
5.39% of portfolio
|
Q4 2024
New holding
|
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
9,941
shares
|
$5.95 Million
1.35% of portfolio
|
Q2 2024
Added 13.6%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
9,925
shares
|
$5.94 Million
0.75% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Newport Capital Group, LLC
|
Aug 14, 2025 Q2 2025 |
9,922
shares
|
$5.94 Million
3.83% of portfolio
|
Q2 2025
Added 4.32%
|