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 1,557 institutions that hold shares in the stock, with a total of 28.6 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
54,604
shares
|
$32 Million
1.69% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
54,078
shares
|
$31.7 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
53,592
shares
|
$31.4 Million
0.42% of portfolio
|
Q3 2025
Reduced 0.01%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
53,046
shares
|
$31.1 Million
0.35% of portfolio
|
Q3 2025
Reduced 4.5%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
52,656
shares
|
$30.9 Million
0.07% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Heritage Investors Management Corp
|
Nov 04, 2025 Q3 2025 |
50,510
shares
|
$29.6 Million
0.9% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Crewe Advisors LLC
|
Nov 13, 2025 Q3 2025 |
50,119
shares
|
$29.4 Million
2.96% of portfolio
|
Q3 2025
Reduced 0.63%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
50,000
shares
|
$29.3 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
49,634
shares
|
$29.1 Million
0.05% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
47,144
shares
|
$27.6 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.91%
|
|
|
Ifg Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
46,719
shares
|
$27.4 Million
4.57% of portfolio
|
Q3 2025
Reduced 2.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
46,682
shares
|
$27.4 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.71%
|
|
|
Financial Advisory Group
Houston, TX |
May 10, 2024 Q1 2024 |
45,304
shares
|
$26.6 Million
4.56% of portfolio
|
Q1 2024
Reduced 1.12%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
44,747
shares
|
$26.2 Million
0.76% of portfolio
|
Q3 2025
Reduced 0.35%
|
|
|
Cumberland Advisors Inc
|
Nov 10, 2025 Q3 2025 |
44,302
shares
|
$26 Million
10.14% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
43,817
shares
|
$25.7 Million
12.96% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Prescott Group Capital Management, L.L.C.
Tulsa, OK |
Nov 06, 2025 Q3 2025 |
43,335
shares
|
$25.4 Million
3.4% of portfolio
|
Q3 2025
Reduced 12.14%
|
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Oct 16, 2024 Q3 2024 |
43,102
shares
|
$25.3 Million
4.57% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
41,928
shares
|
$24.6 Million
1.27% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 05, 2025 Q3 2025 |
41,707
shares
|
$24.4 Million
0.04% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
41,552
shares
|
$24.4 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.23%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
40,158
shares
|
$23.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 51.31%
|
|
|
Madison Investment Advisors, LLC
Madison, WI |
Feb 10, 2025 Q4 2024 |
39,842
shares
|
$23.4 Million
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Conning Inc.
|
Oct 27, 2025 Q3 2025 |
38,596
shares
|
$22.6 Million
0.82% of portfolio
|
Q3 2025
Reduced 3.95%
|
|
|
Edge Capital Group, LLC
|
Feb 04, 2025 Q4 2024 |
38,509
shares
|
$22.6 Million
1.16% of portfolio
|
Q4 2024
Reduced 1.09%
|
|