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 |
|---|---|---|---|---|---|
|
Almanack Investment Partners, Llc.
Wayne, PA |
Jul 25, 2025 Q2 2025 |
799
shares
|
$478,033
0.08% of portfolio
|
Q1 2023
Reduced 4.99%
|
|
|
Ls Investment Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
798
shares
|
$477,435
0.07% of portfolio
|
Q4 2023
Reduced 0.37%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
798
shares
|
$477,435
0.11% of portfolio
|
Q3 2022
Reduced 40.14%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
797
shares
|
$476,837
0.06% of portfolio
|
Q3 2023
Added 37.89%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2025 Q2 2025 |
797
shares
|
$476,837
0.03% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Invenomic Capital Management LP
Boston, MA |
Aug 14, 2025 Q2 2025 |
797
shares
|
$476,837
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
791
shares
|
$473,247
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
788
shares
|
$471,452
0.01% of portfolio
|
Q1 2025
Reduced 12.54%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
785
shares
|
$469,657
0.23% of portfolio
|
Q2 2025
Added 26.82%
|
|
|
Institute For Wealth Management, Llc.
|
Jul 18, 2025 Q2 2025 |
783
shares
|
$468,461
0.05% of portfolio
|
Q2 2025
Reduced 5.89%
|
|
|
D. Scott Neal, Inc.
|
Jul 08, 2025 Q2 2025 |
780
shares
|
$466,666
0.22% of portfolio
|
Q1 2022
Reduced 95.63%
|
|
|
Summit Place Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
780
shares
|
$466,666
0.24% of portfolio
|
Q3 2021
Added 48.57%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
779
shares
|
$466,067
0.11% of portfolio
|
Q2 2025
Added 0.13%
|
|
|
Objectivity Squared, LLC
Charleston, SC |
Jul 23, 2025 Q2 2025 |
776
shares
|
$464,273
0.34% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 05, 2025 Q2 2025 |
770
shares
|
$460,683
0.2% of portfolio
|
Q2 2025
Reduced 16.58%
|
|
|
Ayrshire Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
767
shares
|
$458,888
0.22% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
766
shares
|
$458,290
0.15% of portfolio
|
Q1 2025
Added 27.45%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
763
shares
|
$456,495
0.05% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
759
shares
|
$454,102
0.05% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
758
shares
|
$453,503
0.08% of portfolio
|
Q2 2025
Reduced 15.31%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
757
shares
|
$452,905
0.02% of portfolio
|
Q1 2025
Added 8.14%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
755
shares
|
$451,708
0.01% of portfolio
|
Q1 2025
Added 13.36%
|
|
|
Neumann Capital Management, LLC
|
Jul 16, 2025 Q2 2025 |
750
shares
|
$448,717
0.13% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
748
shares
|
$447,520
0.06% of portfolio
|
Q3 2022
Added 3.17%
|
|
|
Dentgroup LLC
|
Jul 02, 2025 Q2 2025 |
744
shares
|
$445,127
0.32% of portfolio
|
Q2 2025
Added 46.46%
|