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 |
|---|---|---|---|---|---|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
1,497
shares
|
$895,640
0.04% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
1,496
shares
|
$895,041
0.59% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2025 Q2 2025 |
1,492
shares
|
$892,648
0.33% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
1,484
shares
|
$887,862
0.49% of portfolio
|
Q1 2024
New holding
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
1,479
shares
|
$884,870
0.12% of portfolio
|
Q2 2023
New holding
|
|
|
Sound Income Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
1,474
shares
|
$881,879
0.05% of portfolio
|
Q2 2025
Added 36750.0%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 07, 2025 Q2 2025 |
1,471
shares
|
$880,084
0.25% of portfolio
|
Q2 2025
Added 14.21%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
1,471
shares
|
$880,084
0.24% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,465
shares
|
$876,494
0.05% of portfolio
|
Q1 2023
Added 59.41%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
1,457
shares
|
$871,708
0.01% of portfolio
|
Q2 2025
Added 157.88%
|
|
|
Petix & Botte CO
|
Aug 08, 2025 Q2 2025 |
1,450
shares
|
$867,520
0.21% of portfolio
|
Q2 2024
Added 76.83%
|
|
|
Rothschild Capital Partners, LLC
New York, NY |
Jul 30, 2025 Q2 2025 |
1,449
shares
|
$866,922
0.23% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
1,445
shares
|
$864,529
0.02% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Appleton Partners Inc
|
Jul 22, 2025 Q2 2025 |
1,440
shares
|
$861,537
0.06% of portfolio
|
Q2 2025
Reduced 25.81%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
1,440
shares
|
$861,537
0.22% of portfolio
|
Q1 2024
New holding
|
|
|
Bay Colony Advisory Group, Inc D
|
Aug 04, 2025 Q2 2025 |
1,439
shares
|
$860,939
0.12% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
1,435
shares
|
$858,546
0.06% of portfolio
|
Q2 2025
Added 12.28%
|
|
|
First City Capital Management, Inc.
|
Jul 15, 2025 Q2 2025 |
1,428
shares
|
$854,358
0.48% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
1,428
shares
|
$854,358
0.58% of portfolio
|
Q1 2025
Added 7.29%
|
|
|
Clarius Group, LLC
Seattle, WA |
Jul 21, 2025 Q2 2025 |
1,426
shares
|
$853,161
0.05% of portfolio
|
Q3 2024
Added 161.17%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,423
shares
|
$851,366
0.23% of portfolio
|
Q2 2022
Added 7.23%
|
|
|
Cornerstone Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
1,423
shares
|
$851,366
0.05% of portfolio
|
Q2 2025
Reduced 1.66%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
1,421
shares
|
$850,170
0.01% of portfolio
|
Q2 2025
Added 13.77%
|
|
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
Jul 16, 2025 Q2 2025 |
1,419
shares
|
$848,973
0.57% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
1,416
shares
|
$847,178
0.33% of portfolio
|
Q2 2025
Added 0.14%
|