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 |
|---|---|---|---|---|---|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
613
shares
|
$366,751
0.24% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
|
Pandora Wealth, Inc.
Oakbrook Terrace, IL |
Jul 25, 2025 Q2 2025 |
613
shares
|
$366,751
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Jennison Associates LLC
|
Aug 01, 2025 Q2 2025 |
611
shares
|
$365,555
0.0% of portfolio
|
Q2 2025
Reduced 70.51%
|
|
|
Shaker Investments LLC
|
Jul 31, 2025 Q2 2025 |
610
shares
|
$364,956
0.15% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Jul 16, 2025 Q2 2025 |
609
shares
|
$364,358
0.12% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
608
shares
|
$363,760
0.01% of portfolio
|
Q1 2024
Reduced 1.14%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
607
shares
|
$363,162
0.01% of portfolio
|
Q2 2025
Added 37.33%
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
607
shares
|
$363,162
0.05% of portfolio
|
Q2 2025
Added 11.17%
|
|
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
Apr 22, 2025 Q1 2025 |
604
shares
|
$361,367
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Spc Financial, Inc.
|
Jul 25, 2025 Q2 2025 |
603
shares
|
$360,768
0.03% of portfolio
|
Q4 2024
Reduced 2.58%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
603
shares
|
$360,768
0.08% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 17, 2025 Q2 2025 |
601
shares
|
$359,572
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
600
shares
|
$358,974
0.04% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Tria Gen Wealth Management LLC
|
Jul 23, 2025 Q2 2025 |
600
shares
|
$358,974
0.11% of portfolio
|
Q4 2020
New holding
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
600
shares
|
$358,974
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
599
shares
|
$358,375
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Corsair Capital Management, L.P.
New York, NY |
Aug 13, 2025 Q2 2025 |
597
shares
|
$357,179
0.07% of portfolio
|
Q2 2025
Reduced 50.08%
|
|
|
Qp Wealth Management, LLC
|
Oct 05, 2023 Q3 2023 |
595
shares
|
$355,982
0.47% of portfolio
|
Q3 2023
New holding
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
595
shares
|
$355,982
0.02% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
595
shares
|
$355,982
0.05% of portfolio
|
Q2 2025
Reduced 11.85%
|
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
592
shares
|
$354,187
0.19% of portfolio
|
Q2 2022
Reduced 8.5%
|
|
|
Well Done, LLC
|
Jul 15, 2025 Q2 2025 |
590
shares
|
$352,991
0.06% of portfolio
|
Q1 2024
Reduced 8.95%
|
|
|
Ellis Investment Partners, LLC
|
Jul 25, 2025 Q2 2025 |
589
shares
|
$352,392
0.07% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Berkeley, Inc
Boise, ID |
Aug 11, 2025 Q2 2025 |
586
shares
|
$350,597
0.12% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
|
Financial Council Asset Management Inc
|
Jul 21, 2025 Q2 2025 |
585
shares
|
$349,999
0.16% of portfolio
|
Q1 2025
Added 8.53%
|