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 |
|---|---|---|---|---|---|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
2,163
shares
|
$1.29 Million
0.04% of portfolio
|
Q1 2025
Added 115.65%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
2,154
shares
|
$1.29 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.45%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
2,148
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,137
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Added 20.26%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Aug 13, 2025 Q2 2025 |
2,133
shares
|
$1.28 Million
0.04% of portfolio
|
Q2 2025
Added 1.09%
|
|
|
Sol Capital Management CO
|
Jul 22, 2025 Q2 2025 |
2,125
shares
|
$1.27 Million
0.12% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Walden Wealth Partners LLC
Beachwood, OH |
Jul 10, 2024 Q2 2024 |
2,122
shares
|
$1.27 Million
0.63% of portfolio
|
Q4 2023
New holding
|
|
|
Tru Wealth Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,101
shares
|
$1.26 Million
0.07% of portfolio
|
Q4 2024
Reduced 7.28%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
2,097
shares
|
$1.25 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Emprise Bank
Wichita, KS |
Jul 09, 2025 Q2 2025 |
2,096
shares
|
$1.25 Million
0.57% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2025 Q2 2025 |
2,087
shares
|
$1.25 Million
0.06% of portfolio
|
Q1 2024
Added 38.21%
|
|
|
Soa Wealth Advisors, Llc.
|
Jul 18, 2025 Q2 2025 |
2,085
shares
|
$1.25 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 12, 2025 Q2 2025 |
2,078
shares
|
$1.24 Million
0.16% of portfolio
|
Q2 2025
Reduced 17.8%
|
|
|
Jfs Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
2,071
shares
|
$1.24 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Evanson Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
2,061
shares
|
$1.23 Million
0.08% of portfolio
|
Q2 2025
Added 5.75%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
2,052
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Astoria Portfolio Advisors Llc.
|
Jul 25, 2025 Q2 2025 |
2,051
shares
|
$1.23 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 14, 2025 Q2 2025 |
2,050
shares
|
$1.23 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.91%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
2,019
shares
|
$1.21 Million
0.41% of portfolio
|
Q4 2023
New holding
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
2,004
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Bill Few Associates, Inc.
|
Jul 25, 2025 Q2 2025 |
2,002
shares
|
$1.2 Million
0.37% of portfolio
|
Q2 2025
Added 0.7%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
2,002
shares
|
$1.2 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 14, 2025 Q2 2025 |
2,000
shares
|
$1.2 Million
0.17% of portfolio
|
Q4 2024
Reduced 40.74%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
1,993
shares
|
$1.19 Million
0.59% of portfolio
|
Q1 2025
Added 31.55%
|
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 11, 2025 Q2 2025 |
1,988
shares
|
$1.19 Million
0.21% of portfolio
|
Q2 2025
Reduced 9.1%
|