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 |
|---|---|---|---|---|---|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
2,617
shares
|
$1.57 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
2,617
shares
|
$1.57 Million
1.4% of portfolio
|
Q2 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
2,604
shares
|
$1.56 Million
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Aug 11, 2025 Q2 2025 |
2,600
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Added 26.95%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
2,596
shares
|
$1.55 Million
0.04% of portfolio
|
Q4 2023
Added 8.39%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,569
shares
|
$1.54 Million
0.27% of portfolio
|
Q2 2022
Added 2.03%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
2,565
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.49%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Jul 21, 2025 Q2 2025 |
2,539
shares
|
$1.52 Million
0.05% of portfolio
|
Q2 2025
Added 2.75%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
2,530
shares
|
$1.51 Million
0.37% of portfolio
|
Q3 2024
Added 3.94%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,524
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2024
Added 153.16%
|
|
|
Coyle Financial Counsel LLC
Glenview, IL |
Aug 14, 2025 Q2 2025 |
2,510
shares
|
$1.5 Million
0.4% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
2,510
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
2,508
shares
|
$1.5 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Ullmann Wealth Partners Group, LLC
|
Jul 11, 2025 Q2 2025 |
2,504
shares
|
$1.5 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
2,500
shares
|
$1.5 Million
0.47% of portfolio
|
Q2 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
2,488
shares
|
$1.49 Million
0.02% of portfolio
|
Q2 2025
Added 12.12%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,474
shares
|
$1.48 Million
0.02% of portfolio
|
Q1 2025
Added 8.8%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
2,471
shares
|
$1.48 Million
0.08% of portfolio
|
Q2 2025
Reduced 8.52%
|
|
|
Equitable Trust CO
|
Jul 28, 2025 Q2 2025 |
2,470
shares
|
$1.48 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.52%
|
|
|
Zhang Financial LLC
|
Aug 01, 2025 Q2 2025 |
2,451
shares
|
$1.47 Million
0.07% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
2,433
shares
|
$1.46 Million
0.09% of portfolio
|
Q2 2025
Reduced 88.39%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
2,430
shares
|
$1.45 Million
0.0% of portfolio
|
Q2 2025
Reduced 12.72%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
2,417
shares
|
$1.45 Million
0.12% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
2,414
shares
|
$1.44 Million
0.23% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
2,410
shares
|
$1.44 Million
0.07% of portfolio
|
Q2 2024
Reduced 20.65%
|