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 |
|---|---|---|---|---|---|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 16, 2025 Q2 2025 |
8,750
shares
|
$5.24 Million
1.38% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
8,577
shares
|
$5.13 Million
0.0% of portfolio
|
Q2 2025
Added 24.88%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
8,551
shares
|
$5.12 Million
0.0% of portfolio
|
Q2 2025
Reduced 91.63%
|
|
|
Midwest Financial Group LLC
Overland Park, KS |
Jul 17, 2025 Q2 2025 |
8,545
shares
|
$5.11 Million
2.54% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
8,534
shares
|
$5.11 Million
0.14% of portfolio
|
Q2 2025
Reduced 7.93%
|
|
|
Paulson Wealth Management Inc.
|
Aug 06, 2025 Q2 2025 |
8,487
shares
|
$5.08 Million
1.29% of portfolio
|
Q2 2025
Added 8.24%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
8,441
shares
|
$5.05 Million
2.55% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
8,400
shares
|
$5.03 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
8,361
shares
|
$5 Million
0.12% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Highview Capital Management LLC
|
Aug 11, 2025 Q2 2025 |
8,240
shares
|
$4.93 Million
1.82% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
8,208
shares
|
$4.91 Million
1.74% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jul 09, 2025 Q2 2025 |
8,169
shares
|
$4.89 Million
0.75% of portfolio
|
Q2 2025
Added 1.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
8,143
shares
|
$4.87 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
8,105
shares
|
$4.85 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.65%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
8,086
shares
|
$4.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
8,061
shares
|
$4.82 Million
0.32% of portfolio
|
Q2 2025
Added 4.76%
|
|
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
Jul 31, 2025 Q2 2025 |
7,958
shares
|
$4.76 Million
1.7% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Victory Financial Group, LLC
Austin, TX |
Aug 13, 2025 Q2 2025 |
7,946
shares
|
$4.75 Million
0.71% of portfolio
|
Q2 2025
Reduced 16.71%
|
|
|
Bay Rivers Group
|
Jul 09, 2025 Q2 2025 |
7,861
shares
|
$4.7 Million
2.13% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Finley Financial, LLC
Las Vegas, NV |
Jul 09, 2025 Q2 2025 |
7,810
shares
|
$4.67 Million
2.22% of portfolio
|
Q2 2025
Reduced 1.39%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 14, 2025 Q2 2025 |
7,756
shares
|
$4.64 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.16%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
7,718
shares
|
$4.62 Million
0.09% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
7,688
shares
|
$4.6 Million
0.13% of portfolio
|
Q2 2025
Added 20.82%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 11, 2025 Q2 2025 |
7,681
shares
|
$4.6 Million
1.94% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,630
shares
|
$4.56 Million
0.2% of portfolio
|
Q2 2025
Reduced 2.09%
|