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 |
|---|---|---|---|---|---|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
3,596
shares
|
$2.15 Million
0.53% of portfolio
|
Q2 2025
Added 2.86%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
3,593
shares
|
$2.15 Million
0.19% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Maryland Capital Management
Towson, MD |
Nov 14, 2022 Q3 2022 |
3,590
shares
|
$2.15 Million
0.12% of portfolio
|
Q3 2022
Reduced 2.05%
|
|
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
Jul 30, 2025 Q2 2025 |
3,588
shares
|
$2.15 Million
2.32% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
3,561
shares
|
$2.13 Million
0.1% of portfolio
|
Q2 2025
Reduced 38.99%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
3,541
shares
|
$2.12 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.42%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
3,518
shares
|
$2.1 Million
0.54% of portfolio
|
Q2 2025
Added 42.54%
|
|
|
Glaxis Capital Management, LLC
Sarasota, FL |
Aug 08, 2025 Q2 2025 |
3,500
shares
|
$2.09 Million
2.92% of portfolio
|
Q2 2025
Added 337.5%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
3,466
shares
|
$2.07 Million
0.2% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Topsail Wealth Management, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
3,461
shares
|
$2.07 Million
0.36% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Evoke Wealth, LLC
|
Aug 07, 2025 Q2 2025 |
3,453
shares
|
$2.07 Million
0.04% of portfolio
|
Q2 2025
Added 199.74%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
3,445
shares
|
$2.06 Million
0.61% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
3,355
shares
|
$2.01 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
3,345
shares
|
$2 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
Aug 08, 2025 Q2 2025 |
3,319
shares
|
$1.99 Million
0.57% of portfolio
|
Q4 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
3,277
shares
|
$1.96 Million
0.43% of portfolio
|
Q1 2025
Reduced 1.53%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
3,272
shares
|
$1.96 Million
0.35% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
3,255
shares
|
$1.95 Million
0.33% of portfolio
|
Q2 2025
Added 9.74%
|
|
|
Meridian Financial, LLC
Holliston, MA |
Jul 15, 2025 Q2 2025 |
3,243
shares
|
$1.94 Million
1.19% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
3,238
shares
|
$1.94 Million
0.33% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
3,221
shares
|
$1.93 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.25%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
3,198
shares
|
$1.91 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 14, 2025 Q2 2025 |
3,192
shares
|
$1.91 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.83%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
3,191
shares
|
$1.91 Million
0.85% of portfolio
|
Q2 2025
New holding
|
|
|
Gen Trust, LLC
|
Jul 30, 2025 Q2 2025 |
3,164
shares
|
$1.89 Million
0.09% of portfolio
|
Q2 2025
Reduced 3.86%
|