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 |
|---|---|---|---|---|---|
|
Ncm Capital Management, LLC
Ramsey, NJ |
Aug 14, 2025 Q2 2025 |
1,988
shares
|
$1.19 Million
0.49% of portfolio
|
Q4 2023
Reduced 4.79%
|
|
|
Wealth Watch Advisors, Inc
Englewood, CO |
Aug 01, 2025 Q2 2025 |
1,981
shares
|
$1.19 Million
0.65% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
1,979
shares
|
$1.18 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
1,976
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.35%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
1,972
shares
|
$1.18 Million
0.09% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
1,972
shares
|
$1.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
1,969
shares
|
$1.18 Million
0.06% of portfolio
|
Q2 2025
Added 75.02%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
1,968
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.39%
|
|
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
1,962
shares
|
$1.17 Million
1.02% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
1,958
shares
|
$1.17 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Sebold Capital Management, Inc.
Lisle, IL |
Aug 05, 2025 Q2 2025 |
1,953
shares
|
$1.17 Million
0.68% of portfolio
|
Q2 2025
Added 10.15%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
1,941
shares
|
$1.16 Million
0.02% of portfolio
|
Q1 2025
Added 21.24%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 12, 2025 Q2 2025 |
1,934
shares
|
$1.16 Million
0.36% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
1,930
shares
|
$1.15 Million
0.09% of portfolio
|
Q2 2025
Reduced 8.57%
|
|
|
Taylor Financial Group, Inc.
Roanoke, VA |
Aug 01, 2025 Q2 2025 |
1,929
shares
|
$1.15 Million
0.68% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
1,926
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
1,910
shares
|
$1.14 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Mason Investment Advisory Services, Inc.
Reston, VA |
Aug 05, 2025 Q2 2025 |
1,899
shares
|
$1.14 Million
0.06% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
Aug 05, 2025 Q2 2025 |
1,894
shares
|
$1.13 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.17%
|
|
|
Maltin Wealth Management, Inc.
|
Aug 06, 2025 Q2 2025 |
1,888
shares
|
$1.13 Million
0.6% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Private Wealth Group, LLC
|
Jul 22, 2025 Q2 2025 |
1,887
shares
|
$1.13 Million
0.58% of portfolio
|
Q1 2020
Reduced 84.36%
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 18, 2025 Q2 2025 |
1,876
shares
|
$1.12 Million
0.44% of portfolio
|
Q1 2025
Reduced 3.79%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
1,875
shares
|
$1.12 Million
0.0% of portfolio
|
Q4 2023
Reduced 51.44%
|
|
|
Clifford Swan Investment Counsel LLC
|
Jul 30, 2025 Q2 2025 |
1,870
shares
|
$1.12 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 14, 2025 Q2 2025 |
1,868
shares
|
$1.12 Million
0.29% of portfolio
|
Q2 2025
Reduced 8.57%
|