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 |
|---|---|---|---|---|---|
|
Pacific Financial Group Inc
|
Jul 21, 2025 Q2 2025 |
1,718
shares
|
$1.03 Million
0.76% of portfolio
|
Q2 2025
Reduced 16.72%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Aug 12, 2025 Q2 2025 |
1,717
shares
|
$1.03 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
1,708
shares
|
$1.02 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
1,700
shares
|
$1.02 Million
0.19% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
1,700
shares
|
$1.02 Million
0.08% of portfolio
|
Q2 2025
Reduced 10.85%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
1,698
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
Aug 05, 2025 Q2 2025 |
1,688
shares
|
$1.01 Million
0.87% of portfolio
|
Q2 2025
Reduced 31.33%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
1,683
shares
|
$1.01 Million
0.05% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
1,665
shares
|
$996,152
0.06% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Jordan Park Group LLC
|
Jul 31, 2025 Q2 2025 |
1,664
shares
|
$995,554
0.06% of portfolio
|
Q1 2025
Reduced 41.61%
|
|
|
Stone Point Wealth LLC
|
Jul 17, 2025 Q2 2025 |
1,663
shares
|
$994,956
0.3% of portfolio
|
Q2 2025
Reduced 62.49%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
1,655
shares
|
$990,169
0.15% of portfolio
|
Q2 2025
Added 255.91%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
1,654
shares
|
$989,571
0.08% of portfolio
|
Q2 2025
Reduced 45.86%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
1,649
shares
|
$986,580
0.03% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Aug 13, 2025 Q2 2025 |
1,648
shares
|
$985,981
0.37% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
1,647
shares
|
$985,383
0.07% of portfolio
|
Q2 2025
Reduced 19.74%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
1,645
shares
|
$984,187
0.02% of portfolio
|
Q1 2024
Reduced 19.56%
|
|
|
Vista Wealth Management Group, LLC
|
Apr 17, 2025 Q1 2025 |
1,642
shares
|
$982,392
0.06% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Castle Rock Wealth Management, LLC
|
Jul 23, 2025 Q2 2025 |
1,641
shares
|
$981,793
0.24% of portfolio
|
Q2 2025
Reduced 28.18%
|
|
|
Lcnb Corp
Lebanon, OH |
Aug 11, 2025 Q2 2025 |
1,640
shares
|
$981,195
0.33% of portfolio
|
Q2 2025
Reduced 0.91%
|
|
|
Orgel Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
1,634
shares
|
$977,605
0.02% of portfolio
|
Q1 2025
Reduced 0.18%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
1,630
shares
|
$975,212
0.37% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
1,627
shares
|
$973,417
0.03% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Gator Capital Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,624
shares
|
$971,622
0.29% of portfolio
|
Q2 2025
Added 21.28%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
1,622
shares
|
$970,426
0.09% of portfolio
|
Q2 2025
Reduced 0.98%
|