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 |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2025 Q2 2025 |
578
shares
|
$345,811
0.02% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
577
shares
|
$345,213
0.13% of portfolio
|
Q2 2025
Reduced 15.64%
|
|
|
Legacy Financial Strategies, LLC
Leawood, KS |
Jul 10, 2025 Q2 2025 |
576
shares
|
$344,615
0.06% of portfolio
|
Q3 2022
New holding
|
|
|
Sns Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
575
shares
|
$344,016
0.03% of portfolio
|
Q3 2024
Added 11.0%
|
|
|
Heritage Investment Group, Inc.
|
Jul 17, 2025 Q2 2025 |
575
shares
|
$344,016
0.06% of portfolio
|
Q1 2022
Added 21.05%
|
|
|
Financial Counselors Inc
|
Aug 01, 2025 Q2 2025 |
570
shares
|
$341,025
0.46% of portfolio
|
Q2 2025
Reduced 99.13%
|
|
|
Northeast Planning Associates, Inc. / Nh /
Bedford, NH |
Aug 12, 2025 Q2 2025 |
570
shares
|
$341,025
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
566
shares
|
$338,632
0.23% of portfolio
|
Q2 2024
Added 3.0%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
564
shares
|
$337,435
0.04% of portfolio
|
Q4 2023
Added 5.42%
|
|
|
Paragon Capital Management LLC
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
563
shares
|
$336,837
0.17% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
562
shares
|
$336,238
0.0% of portfolio
|
Q2 2025
Added 34.13%
|
|
|
Nwf Advisory Services Inc.
Los Angeles, CA |
Sep 09, 2025 Q2 2025 |
562
shares
|
$336,238
0.04% of portfolio
|
Q1 2025
Added 0.18%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
560
shares
|
$335,042
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
559
shares
|
$334,444
0.01% of portfolio
|
Q2 2025
Added 2.19%
|
|
|
High Net Worth Advisory Group LLC
Naples, FL |
Jul 10, 2025 Q2 2025 |
559
shares
|
$334,444
0.09% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
556
shares
|
$332,649
0.01% of portfolio
|
Q2 2025
Added 26.65%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
555
shares
|
$332,050
0.01% of portfolio
|
Q1 2025
Reduced 12.6%
|
|
|
Cornerstone Wealth Group, LLC
|
Jul 28, 2025 Q2 2025 |
554
shares
|
$331,452
0.02% of portfolio
|
Q2 2025
Added 23.66%
|
|
|
Waypoint Capital Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
553
shares
|
$330,854
0.08% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
550
shares
|
$329,059
0.09% of portfolio
|
Q2 2025
Reduced 21.09%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
550
shares
|
$329,059
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
545
shares
|
$326,068
0.22% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Cortland Associates Inc
|
Jul 23, 2025 Q2 2025 |
544
shares
|
$325,469
0.04% of portfolio
|
Q2 2025
Added 0.37%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
544
shares
|
$325,469
0.01% of portfolio
|
Q2 2025
Reduced 6.53%
|
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2025 Q2 2025 |
544
shares
|
$325,469
0.04% of portfolio
|
Q2 2024
Added 7.94%
|