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 |
|---|---|---|---|---|---|
|
Lowe Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
4,335
shares
|
$2.59 Million
0.98% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
4,321
shares
|
$2.59 Million
0.27% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Sterling Investment Advisors, Ltd.
|
Jul 17, 2025 Q2 2025 |
4,304
shares
|
$2.58 Million
0.57% of portfolio
|
Q2 2025
Reduced 2.07%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
4,258
shares
|
$2.55 Million
0.26% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,235
shares
|
$2.53 Million
0.31% of portfolio
|
Q2 2023
Reduced 0.56%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
4,212
shares
|
$2.52 Million
0.06% of portfolio
|
Q2 2025
Added 59.73%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
4,206
shares
|
$2.52 Million
0.62% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Pks Advisory Services, LLC
Albany, NY |
May 14, 2025 Q1 2025 |
4,205
shares
|
$2.52 Million
0.61% of portfolio
|
Q1 2025
Reduced 13.53%
|
|
|
Lavaca Capital LLC
Houston, TX |
Aug 28, 2025 Q2 2025 |
4,200
shares
|
$2.51 Million
0.95% of portfolio
|
Q2 2025
Reduced 96.14%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
4,199
shares
|
$2.51 Million
0.04% of portfolio
|
Q2 2025
Added 11.73%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
4,197
shares
|
$2.51 Million
0.08% of portfolio
|
Q1 2022
Reduced 0.97%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
4,196
shares
|
$2.51 Million
0.11% of portfolio
|
Q2 2024
Added 7.7%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
4,193
shares
|
$2.51 Million
1.14% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
4,180
shares
|
$2.5 Million
0.07% of portfolio
|
Q4 2023
Added 0.02%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
4,170
shares
|
$2.49 Million
0.07% of portfolio
|
Q2 2025
Added 15.77%
|
|
|
Rvw Wealth, LLC
|
Jul 15, 2025 Q2 2025 |
4,154
shares
|
$2.49 Million
0.22% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Taylor, Cottrill, Erickson & Associates, Inc.
|
Aug 08, 2025 Q2 2025 |
4,150
shares
|
$2.48 Million
0.81% of portfolio
|
Q2 2023
Reduced 44.75%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
4,135
shares
|
$2.47 Million
0.16% of portfolio
|
Q2 2025
Added 379.14%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
4,082
shares
|
$2.44 Million
1.06% of portfolio
|
Q2 2025
Reduced 13.28%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
4,076
shares
|
$2.44 Million
0.28% of portfolio
|
Q2 2025
Reduced 35.51%
|
|
|
Financial Life Planners
Tempe, AZ |
Aug 08, 2025 Q2 2025 |
4,038
shares
|
$2.42 Million
1.86% of portfolio
|
Q2 2025
Reduced 19.24%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
4,019
shares
|
$2.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 17.1%
|
|
|
Courier Capital LLC
|
Jul 28, 2025 Q2 2025 |
4,013
shares
|
$2.4 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.82%
|
|
|
Baron Financial Group, LLC
Fair Lawn, NJ |
Jul 09, 2025 Q2 2025 |
4,007
shares
|
$2.4 Million
1.33% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
3,984
shares
|
$2.38 Million
0.18% of portfolio
|
Q2 2025
Added 3.37%
|