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 |
|---|---|---|---|---|---|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Aug 15, 2025 Q2 2025 |
5,994
shares
|
$3.59 Million
2.46% of portfolio
|
Q2 2025
Reduced 5.44%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
5,953
shares
|
$3.56 Million
0.68% of portfolio
|
Q2 2023
Reduced 1.86%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
5,951
shares
|
$3.56 Million
0.83% of portfolio
|
Q1 2025
Added 7.77%
|
|
|
Paladin Advisory Group, LLC
|
Aug 06, 2025 Q2 2025 |
5,853
shares
|
$3.5 Million
2.59% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
5,810
shares
|
$3.48 Million
0.33% of portfolio
|
Q4 2024
Reduced 7.78%
|
|
|
Sentinel Trust CO Lba
Houston, TX |
Jul 31, 2025 Q2 2025 |
5,785
shares
|
$3.46 Million
0.36% of portfolio
|
Q2 2025
Reduced 10.37%
|
|
|
Romano Brothers And Company
Evanston, IL |
Jul 21, 2025 Q2 2025 |
5,755
shares
|
$3.44 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Signature Securities Group Corporation
|
Jul 14, 2025 Q2 2025 |
5,697
shares
|
$3.41 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.56%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
5,645
shares
|
$3.38 Million
0.71% of portfolio
|
Q1 2024
Reduced 3.49%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,637
shares
|
$3.37 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.7%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
5,630
shares
|
$3.37 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.49%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
5,570
shares
|
$3.33 Million
0.08% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
5,560
shares
|
$3.33 Million
0.03% of portfolio
|
Q2 2025
Reduced 94.21%
|
|
|
Steph & CO
|
Jul 16, 2025 Q2 2025 |
5,547
shares
|
$3.32 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
5,517
shares
|
$3.3 Million
0.27% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
5,507
shares
|
$3.29 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
5,476
shares
|
$3.28 Million
0.13% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,442
shares
|
$3.26 Million
0.09% of portfolio
|
Q2 2025
Reduced 19.79%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
5,437
shares
|
$3.25 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
Jul 29, 2025 Q2 2025 |
5,360
shares
|
$3.21 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.71%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
5,294
shares
|
$3.17 Million
0.12% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Miller Investment Management, LP
West Conshohocken, PA |
Aug 06, 2025 Q2 2025 |
5,201
shares
|
$3.11 Million
0.31% of portfolio
|
Q4 2023
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 14, 2025 Q2 2025 |
5,200
shares
|
$3.11 Million
0.74% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
5,153
shares
|
$3.08 Million
0.12% of portfolio
|
Q2 2025
Added 2.12%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
5,086
shares
|
$3.04 Million
0.33% of portfolio
|
Q2 2025
Added 8.42%
|