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 |
|---|---|---|---|---|---|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,866
shares
|
$1.12 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
1,866
shares
|
$1.12 Million
0.02% of portfolio
|
Q1 2024
Reduced 45.6%
|
|
|
Bremer Bank National Association
|
Apr 10, 2025 Q1 2025 |
1,858
shares
|
$1.11 Million
0.18% of portfolio
|
Q4 2024
Added 29.3%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
1,858
shares
|
$1.11 Million
0.16% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Financial Partners Group, LLC
Gallatin, TN |
Jul 16, 2025 Q2 2025 |
1,857
shares
|
$1.11 Million
0.38% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
First National Bank Of Mount Dora, Trust Investment Services
|
Jul 29, 2025 Q2 2025 |
1,849
shares
|
$1.11 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.02%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
1,842
shares
|
$1.1 Million
0.35% of portfolio
|
Q2 2025
New holding
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
1,840
shares
|
$1.1 Million
0.06% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Sfm, LLC
Manchester, NH |
Jul 16, 2025 Q2 2025 |
1,825
shares
|
$1.09 Million
0.66% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Cadence Bank
Tupelo, MS |
Aug 14, 2025 Q2 2025 |
1,818
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 4.36%
|
|
|
Peterson Wealth Management
|
Jun 16, 2025 Q1 2025 |
1,816
shares
|
$1.09 Million
0.66% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
1,804
shares
|
$1.08 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.61%
|
|
|
Capital Advantage, Inc.
|
Jul 11, 2025 Q2 2025 |
1,792
shares
|
$1.07 Million
0.18% of portfolio
|
Q2 2025
Reduced 71.68%
|
|
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
Aug 12, 2025 Q2 2025 |
1,790
shares
|
$1.07 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.49%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
1,784
shares
|
$1.07 Million
0.27% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
In Track Investment Management Inc
|
Jul 23, 2025 Q2 2025 |
1,772
shares
|
$1.06 Million
0.75% of portfolio
|
Q2 2025
Reduced 62.87%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 09, 2025 Q2 2025 |
1,762
shares
|
$1.05 Million
0.4% of portfolio
|
Q2 2025
Added 145.75%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
1,757
shares
|
$1.05 Million
0.06% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Long Road Investment Counsel, LLC
|
Aug 11, 2025 Q2 2025 |
1,750
shares
|
$1.05 Million
0.39% of portfolio
|
Q2 2025
Added 32.58%
|
|
|
Lynch & Associates
|
Jul 15, 2025 Q2 2025 |
1,740
shares
|
$1.04 Million
0.2% of portfolio
|
Q4 2022
Added 10.8%
|
|
|
Darrow Company, Inc.
|
Jul 30, 2025 Q2 2025 |
1,729
shares
|
$1.03 Million
0.5% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Credit Agricole S A
|
May 14, 2025 Q1 2025 |
1,725
shares
|
$1.03 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
1,725
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Added 102.23%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Aug 18, 2025 Q2 2025 |
1,721
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 79.65%
|
|
|
Braun Stacey Associates Inc
|
Aug 12, 2025 Q2 2025 |
1,719
shares
|
$1.03 Million
0.04% of portfolio
|
Q2 2025
Reduced 19.03%
|