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 |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,348
shares
|
$806,494
0.01% of portfolio
|
Q2 2025
Reduced 6.45%
|
|
|
Vaughan David Investments LLC
Peoria, IL |
Jul 31, 2025 Q2 2025 |
1,344
shares
|
$804,101
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
1,338
shares
|
$800,512
0.03% of portfolio
|
Q2 2025
Added 3.88%
|
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
1,325
shares
|
$792,734
0.44% of portfolio
|
Q1 2025
Reduced 3.99%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,324
shares
|
$792,135
0.02% of portfolio
|
Q2 2025
Added 45.65%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
1,316
shares
|
$787,349
0.14% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
1,315
shares
|
$786,751
0.07% of portfolio
|
Q2 2025
Added 9.13%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jul 28, 2025 Q2 2025 |
1,308
shares
|
$782,563
0.13% of portfolio
|
Q2 2025
Added 4.81%
|
|
|
Holistic Financial Partners
|
Aug 05, 2025 Q2 2025 |
1,304
shares
|
$780,170
0.33% of portfolio
|
Q2 2025
Reduced 4.82%
|
|
|
Schrum Private Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
1,298
shares
|
$776,580
0.59% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,294
shares
|
$774,187
0.01% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,290
shares
|
$771,794
0.47% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
1,290
shares
|
$771,794
0.57% of portfolio
|
Q2 2025
Reduced 10.42%
|
|
|
Park National Corp
|
Jul 01, 2025 Q2 2025 |
1,282
shares
|
$767,007
0.03% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
1,281
shares
|
$766,409
0.03% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
1,276
shares
|
$763,418
0.34% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Ccg Wealth Management, LLC
|
Jul 25, 2025 Q2 2025 |
1,272
shares
|
$761,024
0.39% of portfolio
|
Q2 2025
Reduced 11.48%
|
|
|
Tci Wealth Advisors, Inc.
|
Jul 16, 2025 Q2 2025 |
1,268
shares
|
$758,631
0.05% of portfolio
|
Q4 2023
Reduced 1.4%
|
|
|
Saxon Interests, Inc.
|
Jul 17, 2025 Q2 2025 |
1,263
shares
|
$755,640
0.32% of portfolio
|
Q1 2025
Added 18.7%
|
|
|
Tower View Investment Management & Research LLC
|
Jul 21, 2025 Q2 2025 |
1,263
shares
|
$755,640
0.39% of portfolio
|
Q2 2025
Reduced 82.01%
|
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Aug 07, 2025 Q2 2025 |
1,263
shares
|
$755,640
0.09% of portfolio
|
Q2 2025
Reduced 12.29%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
1,261
shares
|
$754,443
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sentinel Wealth Management, Inc.
Reston, VA |
Aug 14, 2025 Q2 2025 |
1,260
shares
|
$753,845
0.67% of portfolio
|
Q2 2025
New holding
|
|
|
Peterson Wealth Services
|
Jul 31, 2025 Q2 2025 |
1,258
shares
|
$752,648
0.2% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
1,258
shares
|
$752,648
0.05% of portfolio
|
Q2 2025
Reduced 2.86%
|