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 |
|---|---|---|---|---|---|
|
Wealthcare Capital Management LLC
Richmond, VA |
Jul 22, 2025 Q2 2025 |
519
shares
|
$310,512
0.03% of portfolio
|
Q1 2025
Added 44.57%
|
|
|
Jsf Financial, LLC
|
Jul 22, 2025 Q2 2025 |
518
shares
|
$309,914
0.07% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Isthmus Partners, LLC
Madison, WI |
Aug 13, 2025 Q2 2025 |
518
shares
|
$309,914
0.03% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Camden National Bank
Camden, ME |
Aug 12, 2025 Q2 2025 |
516
shares
|
$308,717
0.04% of portfolio
|
Q1 2025
Reduced 14.43%
|
|
|
Libra Wealth LLC
|
Jul 25, 2025 Q2 2025 |
515
shares
|
$308,119
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
514
shares
|
$307,521
0.08% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Maven Securities LTD
St Helier, Y9 |
Aug 13, 2025 Q2 2025 |
514
shares
|
$307,521
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
513
shares
|
$306,922
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
510
shares
|
$305,127
0.14% of portfolio
|
Q2 2025
Reduced 1.92%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
508
shares
|
$303,931
0.03% of portfolio
|
Q1 2024
Reduced 3.61%
|
|
|
Marcum Wealth, LLC
|
Apr 02, 2025 Q1 2025 |
507
shares
|
$303,333
0.02% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Mc Elhenny Sheffield Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
505
shares
|
$302,136
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
504
shares
|
$301,538
0.02% of portfolio
|
Q4 2024
Reduced 26.42%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Jul 28, 2025 Q2 2025 |
503
shares
|
$300,939
0.14% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
|
Fusion Family Wealth LLC
|
Jul 30, 2025 Q2 2025 |
500
shares
|
$299,145
0.02% of portfolio
|
Q2 2020
Reduced 11.35%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
500
shares
|
$299,145
0.0% of portfolio
|
Q4 2022
Reduced 15.97%
|
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Jul 25, 2025 Q2 2025 |
500
shares
|
$299,145
0.0% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
500
shares
|
$299,145
0.03% of portfolio
|
Q2 2025
Reduced 1.57%
|
|
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
Oct 22, 2024 Q3 2024 |
500
shares
|
$299,145
0.2% of portfolio
|
Q3 2024
Reduced 92.45%
|
|
|
Napatree Capital LLC
Westerly, RI |
May 02, 2025 Q1 2025 |
500
shares
|
$299,145
0.15% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Apexium Financial, LP
|
Jul 22, 2025 Q2 2025 |
496
shares
|
$296,751
0.02% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
495
shares
|
$296,153
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
493
shares
|
$294,956
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
492
shares
|
$294,358
0.02% of portfolio
|
Q3 2023
Reduced 6.29%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
492
shares
|
$294,358
0.01% of portfolio
|
Q2 2025
Reduced 13.53%
|