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 |
|---|---|---|---|---|---|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
224,683
shares
|
$134 Million
0.17% of portfolio
|
Q2 2025
Added 3.37%
|
|
|
Conservest Capital Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
218,195
shares
|
$131 Million
12.3% of portfolio
|
Q2 2025
Reduced 2.12%
|
|
|
First Republic Investment Management, Inc.
San Francisco, CA |
Nov 07, 2023 Q3 2023 |
174,692
shares
|
$105 Million
0.23% of portfolio
|
Q3 2023
Reduced 10.65%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
172,211
shares
|
$103 Million
0.03% of portfolio
|
Q2 2025
Added 8.97%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
169,447
shares
|
$101 Million
1.22% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
148,908
shares
|
$89.1 Million
0.12% of portfolio
|
Q3 2024
Added 1.37%
|
|
|
Waddell & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
143,568
shares
|
$85.9 Million
8.77% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
139,508
shares
|
$83.5 Million
0.01% of portfolio
|
Q2 2025
Added 172.52%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
138,788
shares
|
$83 Million
0.0% of portfolio
|
Q2 2025
Added 56548.16%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
132,647
shares
|
$79.4 Million
0.92% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
128,923
shares
|
$77.1 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
122,839
shares
|
$73.5 Million
0.1% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
122,461
shares
|
$73.3 Million
0.17% of portfolio
|
Q2 2025
Reduced 43.82%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 11, 2025 Q2 2025 |
122,014
shares
|
$73 Million
2.41% of portfolio
|
Q2 2025
Reduced 1.64%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
119,169
shares
|
$71.3 Million
4.46% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
118,721
shares
|
$71 Million
0.09% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
111,456
shares
|
$66.7 Million
0.07% of portfolio
|
Q3 2022
Added 0.22%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
108,920
shares
|
$65.2 Million
0.35% of portfolio
|
Q2 2025
Added 3580.97%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
106,069
shares
|
$63.5 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.42%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
105,494
shares
|
$63.1 Million
2.96% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
105,365
shares
|
$63 Million
0.09% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
104,840
shares
|
$62.7 Million
0.25% of portfolio
|
Q2 2025
Reduced 49.56%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
101,557
shares
|
$60.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 4.94%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
92,031
shares
|
$55.1 Million
2.11% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
90,942
shares
|
$54.4 Million
1.23% of portfolio
|
Q2 2025
New holding
|