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 |
|---|---|---|---|---|---|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
7,616
shares
|
$4.56 Million
0.33% of portfolio
|
Q2 2025
Reduced 3.83%
|
|
|
Smith Chas P & Associates Pa Cpas
|
Jul 17, 2025 Q2 2025 |
7,610
shares
|
$4.55 Million
0.24% of portfolio
|
Q2 2025
Added 14.09%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
7,594
shares
|
$4.54 Million
0.1% of portfolio
|
Q1 2023
Added 9.69%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
7,476
shares
|
$4.47 Million
1.69% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
7,449
shares
|
$4.46 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
7,448
shares
|
$4.46 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
7,399
shares
|
$4.43 Million
0.04% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 07, 2025 Q2 2025 |
7,377
shares
|
$4.41 Million
0.38% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
7,346
shares
|
$4.4 Million
0.09% of portfolio
|
Q2 2025
Added 34.0%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
7,326
shares
|
$4.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.81%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
7,281
shares
|
$4.36 Million
0.04% of portfolio
|
Q2 2025
Reduced 14.34%
|
|
|
North Crest Asset Manangement, LLC
|
Jul 10, 2025 Q2 2025 |
7,252
shares
|
$4.34 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Jmg Financial Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
7,218
shares
|
$4.32 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
7,186
shares
|
$4.3 Million
0.07% of portfolio
|
Q2 2025
Reduced 30.53%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
7,127
shares
|
$4.26 Million
0.04% of portfolio
|
Q2 2025
Reduced 9.58%
|
|
|
Nbw Capital LLC
|
Aug 13, 2025 Q2 2025 |
7,083
shares
|
$4.24 Million
0.9% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
7,016
shares
|
$4.2 Million
0.07% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Pfg Advisors
|
Aug 07, 2025 Q2 2025 |
7,004
shares
|
$4.19 Million
0.13% of portfolio
|
Q2 2025
Added 21.13%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
6,965
shares
|
$4.17 Million
1.65% of portfolio
|
Q2 2025
Reduced 3.85%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
6,937
shares
|
$4.15 Million
0.12% of portfolio
|
Q2 2025
Added 2.53%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
6,921
shares
|
$4.14 Million
0.16% of portfolio
|
Q2 2025
Added 75.7%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
6,914
shares
|
$4.14 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.98%
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
6,864
shares
|
$4.11 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Benchmark Financial Wealth Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
6,829
shares
|
$4.09 Million
1.29% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
6,816
shares
|
$4.08 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.34%
|