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 |
|---|---|---|---|---|---|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
1,616
shares
|
$966,836
0.28% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Trinity Point Wealth, LLC
|
Feb 14, 2025 Q4 2024 |
1,613
shares
|
$965,041
0.13% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Greystone Financial Group, LLC
|
Aug 07, 2025 Q2 2025 |
1,605
shares
|
$960,255
0.15% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Halpern Financial, Inc.
Ashburn, VA |
Oct 04, 2024 Q3 2024 |
1,605
shares
|
$960,255
0.23% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Rockland Trust CO
|
Jul 10, 2025 Q2 2025 |
1,601
shares
|
$957,862
0.04% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 18, 2025 Q2 2025 |
1,601
shares
|
$957,862
0.62% of portfolio
|
Q2 2025
Reduced 4.19%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
1,600
shares
|
$957,264
0.13% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Sig Brokerage, LP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
1,600
shares
|
$957,264
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
1,597
shares
|
$955,469
0.26% of portfolio
|
Q2 2025
Reduced 12.83%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1,590
shares
|
$951,281
0.0% of portfolio
|
Q2 2025
Added 126.5%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2025 Q2 2025 |
1,582
shares
|
$946,494
0.35% of portfolio
|
Q2 2025
Reduced 15.76%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
1,571
shares
|
$939,913
0.03% of portfolio
|
Q2 2025
Reduced 15.31%
|
|
|
Accredited Investors Inc.
|
Aug 08, 2025 Q2 2025 |
1,566
shares
|
$936,922
0.05% of portfolio
|
Q4 2024
Reduced 2.61%
|
|
|
Providence First Trust CO
|
Aug 01, 2025 Q2 2025 |
1,566
shares
|
$936,922
0.32% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
Pettinga Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
1,561
shares
|
$933,930
0.2% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Rtd Financial Advisors, Inc.
|
Jul 15, 2025 Q2 2025 |
1,560
shares
|
$933,332
0.11% of portfolio
|
Q4 2023
Reduced 0.64%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
1,548
shares
|
$926,152
0.31% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
Aug 12, 2025 Q2 2025 |
1,537
shares
|
$919,571
0.68% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
1,526
shares
|
$912,990
0.16% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
1,525
shares
|
$912,392
0.1% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
1,513
shares
|
$905,212
0.33% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Clarendon Private LLC
Boston, MA |
Jul 25, 2025 Q2 2025 |
1,513
shares
|
$905,212
0.82% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
1,502
shares
|
$898,631
0.37% of portfolio
|
Q4 2022
Reduced 0.4%
|
|
|
Warner Financial, Inc
Bethesda, MD |
Jul 21, 2025 Q2 2025 |
1,502
shares
|
$898,631
0.35% of portfolio
|
Q2 2025
Reduced 33.16%
|
|
|
Carrera Capital Advisors
Troy, MI |
Jul 31, 2025 Q2 2025 |
1,501
shares
|
$898,033
0.17% of portfolio
|
Q2 2025
Reduced 8.64%
|