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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
88,255
shares
|
$52.8 Million
1.81% of portfolio
|
Q2 2025
Reduced 0.06%
|
|
|
Spx Equities Gestao De Recursos Ltda
Rio De Janeiro, D5 |
May 14, 2025 Q1 2025 |
86,698
shares
|
$51.9 Million
5.96% of portfolio
|
Q1 2025
Reduced 23.89%
|
|
|
Squarepoint Ops LLC
New York, NY |
Aug 27, 2025 Q2 2025 |
82,480
shares
|
$49.3 Million
0.05% of portfolio
|
Q2 2025
Added 140.22%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
80,953
shares
|
$48.4 Million
0.08% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
78,366
shares
|
$46.9 Million
0.13% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
77,255
shares
|
$46.2 Million
0.01% of portfolio
|
Q2 2025
Added 11.63%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
77,241
shares
|
$46.2 Million
2.3% of portfolio
|
Q2 2024
Added 0.66%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
77,053
shares
|
$46.1 Million
0.01% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
73,872
shares
|
$44.2 Million
0.08% of portfolio
|
Q2 2025
Added 57.27%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
73,269
shares
|
$43.8 Million
0.1% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Divergent Planning, LLC
|
Jul 30, 2025 Q2 2025 |
70,243
shares
|
$42 Million
12.03% of portfolio
|
Q2 2025
New holding
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
69,817
shares
|
$41.8 Million
1.56% of portfolio
|
Q2 2025
Reduced 0.37%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
69,133
shares
|
$41.4 Million
0.07% of portfolio
|
Q2 2025
Added 10.4%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
68,185
shares
|
$40.8 Million
4.56% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
68,066
shares
|
$40.7 Million
0.89% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Midwest Trust CO
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
64,215
shares
|
$38.4 Million
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
62,181
shares
|
$37.2 Million
0.71% of portfolio
|
Q4 2022
Added 1.06%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
62,051
shares
|
$37.1 Million
0.52% of portfolio
|
Q4 2023
Added 43.9%
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Aug 12, 2025 Q2 2025 |
61,813
shares
|
$37 Million
4.4% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
61,808
shares
|
$37 Million
0.49% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
60,781
shares
|
$36.4 Million
0.57% of portfolio
|
Q2 2025
Added 30.87%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
60,296
shares
|
$36.1 Million
3.12% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
60,125
shares
|
$36 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.21%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
59,147
shares
|
$35.4 Million
0.51% of portfolio
|
Q2 2025
Reduced 5.74%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
56,045
shares
|
$33.5 Million
0.0% of portfolio
|
Q2 2024
Added 56.84%
|