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 |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
2,827
shares
|
$1.69 Million
0.53% of portfolio
|
Q3 2022
Reduced 3.55%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,819
shares
|
$1.69 Million
0.04% of portfolio
|
Q2 2025
Added 15.77%
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
2,783
shares
|
$1.67 Million
0.15% of portfolio
|
Q2 2025
Added 9.78%
|
|
|
Xml Financial, LLC
|
Jul 17, 2025 Q2 2025 |
2,778
shares
|
$1.66 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Hardy Reed LLC
|
Jul 23, 2025 Q2 2025 |
2,775
shares
|
$1.66 Million
0.13% of portfolio
|
Q4 2023
Reduced 0.86%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
2,767
shares
|
$1.66 Million
0.83% of portfolio
|
Q2 2025
Added 0.25%
|
|
|
Fiducient Advisors LLC
|
Aug 12, 2025 Q2 2025 |
2,764
shares
|
$1.65 Million
0.19% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Compass Wealth Management LLC
Guilford, CT |
Aug 08, 2025 Q2 2025 |
2,759
shares
|
$1.65 Million
0.37% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Millstone Evans Group, LLC
Boulder, CO |
Aug 13, 2025 Q2 2025 |
2,757
shares
|
$1.65 Million
1.06% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
2,753
shares
|
$1.65 Million
0.06% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
2,743
shares
|
$1.64 Million
0.5% of portfolio
|
Q4 2023
Reduced 36.14%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Jul 18, 2025 Q2 2025 |
2,742
shares
|
$1.64 Million
0.84% of portfolio
|
Q4 2024
New holding
|
|
|
Sk Wealth Management, LLC
Providence, RI |
Jul 10, 2025 Q2 2025 |
2,722
shares
|
$1.63 Million
0.69% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
2,700
shares
|
$1.62 Million
0.09% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
2,700
shares
|
$1.62 Million
0.17% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
2,690
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
2,686
shares
|
$1.61 Million
0.05% of portfolio
|
Q3 2024
Added 3.43%
|
|
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
Aug 11, 2025 Q2 2025 |
2,671
shares
|
$1.6 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
2,670
shares
|
$1.6 Million
0.67% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Aug 13, 2025 Q2 2025 |
2,665
shares
|
$1.59 Million
0.48% of portfolio
|
Q4 2024
Added 6.6%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,654
shares
|
$1.59 Million
0.1% of portfolio
|
Q3 2022
Reduced 9.17%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
2,646
shares
|
$1.58 Million
0.08% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
2,632
shares
|
$1.57 Million
0.66% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
2,625
shares
|
$1.57 Million
0.09% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Gem Asset Management, LLC
Plymouth, MI |
Jul 09, 2025 Q2 2025 |
2,622
shares
|
$1.57 Million
0.77% of portfolio
|
Q2 2025
Reduced 3.74%
|