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 |
|---|---|---|---|---|---|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
3,980
shares
|
$2.38 Million
0.07% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
3,963
shares
|
$2.37 Million
0.85% of portfolio
|
Q2 2025
Reduced 0.8%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
3,961
shares
|
$2.37 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
3,894
shares
|
$2.33 Million
0.48% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
3,889
shares
|
$2.33 Million
0.15% of portfolio
|
Q2 2025
Added 28.6%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
3,877
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
3,869
shares
|
$2.31 Million
0.02% of portfolio
|
Q2 2025
Reduced 37.17%
|
|
|
Wealth Spring Partners, LLC
Long Beach, CA |
Nov 02, 2023 Q3 2023 |
3,852
shares
|
$2.3 Million
1.31% of portfolio
|
Q3 2023
Reduced 1.93%
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
3,781
shares
|
$2.26 Million
1.49% of portfolio
|
Q2 2025
Reduced 1.43%
|
|
|
Revolve Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
3,777
shares
|
$2.26 Million
0.29% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 23, 2025 Q2 2025 |
3,749
shares
|
$2.24 Million
0.11% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Intelligent Financial Strategies
Excelsior, MN |
Jul 30, 2025 Q2 2025 |
3,743
shares
|
$2.24 Million
1.16% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Clientfirst Wealth Management, LLC
Little Rock, AR |
Aug 14, 2025 Q2 2025 |
3,741
shares
|
$2.24 Million
2.19% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Zwj Investment Counsel Inc
|
Jul 21, 2025 Q2 2025 |
3,713
shares
|
$2.22 Million
0.08% of portfolio
|
Q2 2025
Reduced 3.73%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
3,708
shares
|
$2.22 Million
0.03% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Park Capital Management, LLC / Wi
Madison, WI |
Jul 10, 2025 Q2 2025 |
3,708
shares
|
$2.22 Million
1.95% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Alpha Wealth Funds, LLC
Park City, UT |
Jul 29, 2025 Q2 2025 |
3,702
shares
|
$2.21 Million
1.76% of portfolio
|
Q2 2025
Reduced 4.17%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
3,700
shares
|
$2.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 72.59%
|
|
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
Aug 12, 2025 Q2 2025 |
3,698
shares
|
$2.21 Million
0.76% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
3,681
shares
|
$2.2 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Moloney Securities Asset Management, LLC
|
Jul 31, 2025 Q2 2025 |
3,667
shares
|
$2.19 Million
0.29% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
3,640
shares
|
$2.18 Million
0.05% of portfolio
|
Q2 2025
Reduced 34.38%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
3,631
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2025
Added 9.96%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
3,615
shares
|
$2.16 Million
0.26% of portfolio
|
Q2 2025
Added 320.35%
|
|
|
Old Second National Bank Of Aurora
|
Jul 21, 2025 Q2 2025 |
3,606
shares
|
$2.16 Million
0.5% of portfolio
|
Q2 2025
Reduced 1.31%
|