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 |
|---|---|---|---|---|---|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
1,025
shares
|
$613,247
0.07% of portfolio
|
Q3 2024
Reduced 46.75%
|
|
|
Baxter Bros Inc
|
Jul 23, 2025 Q2 2025 |
1,023
shares
|
$612,050
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
1,015
shares
|
$607,264
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
Jul 08, 2025 Q2 2025 |
1,015
shares
|
$607,264
0.09% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
1,009
shares
|
$603,674
0.02% of portfolio
|
Q2 2025
Reduced 59.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
1,007
shares
|
$602,478
0.03% of portfolio
|
Q3 2024
Reduced 7.36%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
1,006
shares
|
$601,879
0.27% of portfolio
|
Q2 2025
Reduced 28.4%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
1,001
shares
|
$598,888
0.43% of portfolio
|
Q2 2025
Reduced 7.4%
|
|
|
Sanders Morris Harris LLC
|
Jul 30, 2025 Q2 2025 |
1,000
shares
|
$598,290
0.15% of portfolio
|
Q2 2025
Reduced 16.11%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
1,000
shares
|
$598,290
0.14% of portfolio
|
Q3 2024
Reduced 1.38%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
1,000
shares
|
$598,290
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 08, 2025 Q2 2025 |
1,000
shares
|
$598,290
0.04% of portfolio
|
Q2 2025
Reduced 20.26%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
997
shares
|
$596,495
0.01% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
Jul 21, 2025 Q2 2025 |
994
shares
|
$594,700
0.41% of portfolio
|
Q3 2023
Reduced 26.59%
|
|
|
Plante Moran Financial Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
989
shares
|
$591,708
0.04% of portfolio
|
Q2 2025
Reduced 9.76%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
989
shares
|
$591,708
0.21% of portfolio
|
Q4 2024
Reduced 0.2%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
989
shares
|
$591,708
0.07% of portfolio
|
Q2 2025
Reduced 7.66%
|
|
|
Tanager Wealth Management LLP
|
Jul 18, 2025 Q2 2025 |
988
shares
|
$591,110
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Strategic Advisors LLC
|
Aug 12, 2025 Q2 2025 |
988
shares
|
$591,110
0.11% of portfolio
|
Q2 2025
Reduced 19.02%
|
|
|
Tfg Advisers LLC
|
Jul 21, 2025 Q2 2025 |
986
shares
|
$589,913
0.19% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Pollock Investment Advisors, LLC
Ann Arbor, MI |
Aug 11, 2025 Q2 2025 |
985
shares
|
$589,315
0.45% of portfolio
|
Q2 2025
Reduced 0.61%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
981
shares
|
$586,922
0.03% of portfolio
|
Q2 2025
Reduced 6.3%
|
|
|
Beirne Wealth Consulting Services, LLC
|
Aug 01, 2025 Q2 2025 |
980
shares
|
$586,324
0.18% of portfolio
|
Q2 2025
Added 22.19%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
977
shares
|
$584,529
0.27% of portfolio
|
Q2 2024
Reduced 13.0%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
975
shares
|
$583,332
0.04% of portfolio
|
Q1 2025
Added 0.1%
|