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 |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
854
shares
|
$510,939
0.01% of portfolio
|
Q2 2025
Added 39.31%
|
|
|
Litman Gregory Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
852
shares
|
$509,743
0.04% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Denver Wealth Management, Inc.
Greenwood Village, CO |
Aug 13, 2025 Q2 2025 |
851
shares
|
$509,144
0.21% of portfolio
|
Q2 2025
Reduced 0.12%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
849
shares
|
$507,948
0.09% of portfolio
|
Q4 2024
Reduced 28.29%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
849
shares
|
$507,948
0.01% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
848
shares
|
$507,349
0.26% of portfolio
|
Q2 2025
Reduced 20.52%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
846
shares
|
$506,153
0.2% of portfolio
|
Q2 2025
Added 7.91%
|
|
|
Titleist Asset Management, Ltd.
San Antonio, TX |
Jan 12, 2023 Q4 2022 |
845
shares
|
$505,555
0.09% of portfolio
|
Q3 2022
Reduced 0.47%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
843
shares
|
$504,358
0.01% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
841
shares
|
$503,161
0.13% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Missouri Trust & Investment CO
Springfield, MO |
Jul 15, 2025 Q2 2025 |
841
shares
|
$503,161
0.16% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Optimum Investment Advisors
|
Jul 31, 2025 Q2 2025 |
840
shares
|
$502,563
0.21% of portfolio
|
Q1 2025
Reduced 0.59%
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Aug 13, 2025 Q2 2025 |
839
shares
|
$501,965
0.21% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
835
shares
|
$499,572
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investment Management LLC
Edmonds, WA |
Jul 31, 2025 Q2 2025 |
833
shares
|
$498,375
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
829
shares
|
$495,982
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
829
shares
|
$495,982
0.1% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Altfest L J & CO Inc
|
Aug 08, 2025 Q2 2025 |
819
shares
|
$489,999
0.07% of portfolio
|
Q2 2025
Reduced 65.9%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Jul 14, 2025 Q2 2025 |
818
shares
|
$489,401
0.15% of portfolio
|
Q2 2020
New holding
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
813
shares
|
$486,409
0.03% of portfolio
|
Q4 2022
Added 40.17%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Jul 30, 2025 Q2 2025 |
810
shares
|
$484,614
0.02% of portfolio
|
Q4 2024
Reduced 18.1%
|
|
|
Redwood Park Advisors LLC
Redwood City, CA |
Aug 01, 2025 Q2 2025 |
807
shares
|
$482,820
0.31% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
804
shares
|
$481,025
0.03% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
800
shares
|
$478,632
0.02% of portfolio
|
Q3 2017
New holding
|
|
|
Marquette Asset Management, LLC
|
Jul 15, 2025 Q2 2025 |
800
shares
|
$478,632
0.08% of portfolio
|
Q3 2023
Reduced 20.0%
|