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 |
|---|---|---|---|---|---|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
739
shares
|
$442,136
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
735
shares
|
$439,743
0.11% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
734
shares
|
$439,144
0.02% of portfolio
|
Q4 2024
Reduced 16.97%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
733
shares
|
$438,546
0.05% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Man Group PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
733
shares
|
$438,546
0.0% of portfolio
|
Q2 2025
Added 633.0%
|
|
|
Toth Financial Advisory Corp
|
Jul 14, 2025 Q2 2025 |
730
shares
|
$436,751
0.05% of portfolio
|
Q2 2025
Added 16.61%
|
|
|
Ardent Capital Management, Inc.
Cincinnati, OH |
Jul 30, 2025 Q2 2025 |
730
shares
|
$436,751
0.2% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Aug 13, 2025 Q2 2025 |
724
shares
|
$433,161
0.19% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
723
shares
|
$432,563
0.02% of portfolio
|
Q2 2025
Reduced 5.86%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
719
shares
|
$430,170
0.01% of portfolio
|
Q2 2025
Reduced 19.84%
|
|
|
Texas Capital Bank Wealth Management Services Inc
|
Aug 13, 2025 Q2 2025 |
717
shares
|
$428,973
0.04% of portfolio
|
Q1 2025
Reduced 5.91%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
717
shares
|
$428,973
0.09% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
716
shares
|
$428,375
0.04% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Measured Risk Portfolios, Inc.
San Diego, CA |
Jul 22, 2025 Q2 2025 |
716
shares
|
$428,375
0.39% of portfolio
|
Q2 2025
Added 2.73%
|
|
|
Howard Capital Management Group, LLC
|
Jul 16, 2025 Q2 2025 |
715
shares
|
$427,777
0.03% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Aug 05, 2025 Q2 2025 |
715
shares
|
$427,777
0.04% of portfolio
|
Q1 2025
Added 28.83%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
713
shares
|
$426,580
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
S.A. Mason LLC
|
Jul 14, 2025 Q2 2025 |
706
shares
|
$422,392
0.2% of portfolio
|
Q1 2024
Added 6.97%
|
|
|
Us Financial Advisors, LLC
Braintree, MA |
May 08, 2025 Q1 2025 |
705
shares
|
$421,794
0.11% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 23, 2025 Q2 2025 |
705
shares
|
$421,794
0.15% of portfolio
|
Q1 2025
Reduced 1.67%
|
|
|
Hickory Point Bank & Trust
Decatur, IL |
Jul 08, 2025 Q2 2025 |
703
shares
|
$420,597
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
702
shares
|
$419,999
0.06% of portfolio
|
Q3 2024
Reduced 86.66%
|
|
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
Aug 14, 2025 Q2 2025 |
701
shares
|
$419,401
0.28% of portfolio
|
Q2 2022
Reduced 3.44%
|
|
|
Norden Group LLC
Provo, UT |
Jul 15, 2025 Q2 2025 |
701
shares
|
$419,401
0.04% of portfolio
|
Q2 2025
Reduced 3.04%
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
700
shares
|
$418,803
0.15% of portfolio
|
Q1 2025
Reduced 17.65%
|