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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Aug 11, 2025 Q2 2025 |
692
shares
|
$414,016
0.01% of portfolio
|
Q2 2025
Reduced 36.16%
|
|
|
Brand Asset Management Group, Inc.
|
Jul 09, 2025 Q2 2025 |
690
shares
|
$412,820
0.15% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
689
shares
|
$412,221
0.04% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Jdm Financial Group LLC
Encino, CA |
Aug 01, 2025 Q2 2025 |
689
shares
|
$412,221
0.18% of portfolio
|
Q1 2025
Reduced 3.5%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
687
shares
|
$411,025
0.05% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 14, 2025 Q2 2025 |
687
shares
|
$411,025
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Progressive Investment Management Corp
|
Jul 29, 2025 Q2 2025 |
685
shares
|
$409,828
0.1% of portfolio
|
Q2 2025
Reduced 14.27%
|
|
|
Capital Advisors Inc
|
Jul 22, 2025 Q2 2025 |
683
shares
|
$408,632
0.01% of portfolio
|
Q1 2025
Reduced 6.82%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
683
shares
|
$408,632
0.0% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
682
shares
|
$408,033
0.01% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
679
shares
|
$406,238
0.06% of portfolio
|
Q1 2025
Added 8.81%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
675
shares
|
$403,845
0.04% of portfolio
|
Q4 2022
Reduced 0.59%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
675
shares
|
$403,845
0.04% of portfolio
|
Q2 2025
Reduced 2.88%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
674
shares
|
$403,247
0.15% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
673
shares
|
$402,649
0.09% of portfolio
|
Q1 2025
Reduced 10.62%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
673
shares
|
$402,649
0.06% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Wealth Alliance
Mellville, NY |
Aug 08, 2025 Q2 2025 |
665
shares
|
$397,862
0.04% of portfolio
|
Q1 2025
Reduced 29.78%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
665
shares
|
$397,862
0.05% of portfolio
|
Q2 2025
Reduced 17.29%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Aug 04, 2025 Q2 2025 |
665
shares
|
$397,862
0.33% of portfolio
|
Q2 2025
Reduced 9.15%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
662
shares
|
$396,067
0.04% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Bridges Investment Management Inc
|
Jul 28, 2025 Q2 2025 |
660
shares
|
$394,871
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
660
shares
|
$394,871
0.02% of portfolio
|
Q1 2025
Reduced 27.39%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
658
shares
|
$393,674
0.12% of portfolio
|
Q1 2022
Reduced 6.0%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
658
shares
|
$393,674
0.06% of portfolio
|
Q2 2025
Reduced 4.36%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
657
shares
|
$393,076
0.02% of portfolio
|
Q2 2025
Added 3.46%
|