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 |
|---|---|---|---|---|---|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
902
shares
|
$539,657
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Aug 13, 2025 Q2 2025 |
900
shares
|
$538,461
0.11% of portfolio
|
Q1 2024
Reduced 4.05%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
899
shares
|
$537,862
0.02% of portfolio
|
Q2 2025
Reduced 2.18%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
897
shares
|
$536,666
0.11% of portfolio
|
Q2 2025
Reduced 21.52%
|
|
|
Creekside Partners
Petaluma, CA |
Jul 28, 2025 Q2 2025 |
894
shares
|
$534,871
0.24% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
First Business Financial Services, Inc.
|
Jul 31, 2025 Q2 2025 |
887
shares
|
$530,683
0.05% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
887
shares
|
$530,683
0.01% of portfolio
|
Q1 2025
Reduced 2.1%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
885
shares
|
$529,486
0.01% of portfolio
|
Q2 2025
Added 36.15%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 07, 2025 Q2 2025 |
881
shares
|
$527,093
0.03% of portfolio
|
Q2 2025
Reduced 14.96%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 23, 2025 Q2 2025 |
880
shares
|
$526,495
0.04% of portfolio
|
Q1 2025
Added 4.89%
|
|
|
Guyasuta Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
878
shares
|
$525,298
0.03% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Brightwater Advisory LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
877
shares
|
$524,700
0.37% of portfolio
|
Q2 2025
Added 36.6%
|
|
|
Truepoint, Inc.
|
Aug 08, 2025 Q2 2025 |
876
shares
|
$524,102
0.01% of portfolio
|
Q2 2025
Reduced 31.35%
|
|
|
Rovin Capital
|
Aug 06, 2025 Q2 2025 |
873
shares
|
$522,307
0.15% of portfolio
|
Q4 2022
Reduced 5.93%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
872
shares
|
$521,708
0.03% of portfolio
|
Q4 2021
Reduced 1.13%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
871
shares
|
$521,110
0.02% of portfolio
|
Q2 2023
Added 0.35%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Jul 28, 2025 Q2 2025 |
871
shares
|
$521,110
0.18% of portfolio
|
Q4 2024
Reduced 18.67%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
867
shares
|
$518,717
0.13% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
866
shares
|
$518,119
0.06% of portfolio
|
Q4 2024
Added 100.0%
|
|
|
Mairs & Power Inc
St Paul, MN |
Aug 14, 2025 Q2 2025 |
865
shares
|
$517,520
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
857
shares
|
$512,734
0.14% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
855
shares
|
$511,537
0.02% of portfolio
|
Q3 2021
New holding
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
855
shares
|
$511,537
0.04% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 05, 2025 Q2 2025 |
855
shares
|
$511,537
0.11% of portfolio
|
Q3 2024
Reduced 6.86%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Aug 13, 2025 Q2 2025 |
855
shares
|
$511,537
0.08% of portfolio
|
Q2 2025
Added 0.71%
|