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 |
|---|---|---|---|---|---|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
492
shares
|
$294,358
0.01% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
490
shares
|
$293,162
0.02% of portfolio
|
Q2 2025
Added 5.6%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 22, 2025 Q2 2025 |
489
shares
|
$292,563
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
487
shares
|
$291,367
0.07% of portfolio
|
Q2 2025
Added 17.35%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
Aug 14, 2025 Q2 2025 |
486
shares
|
$290,768
0.0% of portfolio
|
Q2 2025
Reduced 86.19%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
485
shares
|
$290,170
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
485
shares
|
$290,170
0.03% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
484
shares
|
$289,572
0.02% of portfolio
|
Q2 2025
Added 49.38%
|
|
|
Tranquility Partners, LLC
|
Jul 25, 2025 Q2 2025 |
483
shares
|
$288,974
0.1% of portfolio
|
Q2 2025
Added 23.21%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
483
shares
|
$288,974
0.01% of portfolio
|
Q2 2025
Added 26.11%
|
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2025 Q2 2025 |
483
shares
|
$288,974
0.02% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Lantern Wealth Advisors, LLC
Melville, NY |
Aug 14, 2025 Q2 2025 |
481
shares
|
$287,777
0.16% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jul 15, 2025 Q2 2025 |
480
shares
|
$287,179
0.04% of portfolio
|
Q1 2025
Reduced 38.06%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
476
shares
|
$284,786
0.11% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2025 Q2 2025 |
475
shares
|
$284,187
0.01% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Hanson & Doremus Investment Management
|
Jul 17, 2025 Q2 2025 |
475
shares
|
$284,187
0.04% of portfolio
|
Q2 2022
Reduced 5.0%
|
|
|
Citizens Business Bank
Ontario, CA |
Jul 29, 2025 Q2 2025 |
475
shares
|
$284,187
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
474
shares
|
$283,589
0.02% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Bedell Frazier Investment Counseling, LLC
|
Aug 11, 2025 Q2 2025 |
473
shares
|
$282,991
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cap Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
471
shares
|
$281,794
0.03% of portfolio
|
Q3 2024
Reduced 15.59%
|
|
|
Mendel Money Management
Northbrook, IL |
Aug 01, 2025 Q2 2025 |
470
shares
|
$281,196
0.13% of portfolio
|
Q2 2025
Reduced 5.43%
|
|
|
Garrett Wealth Advisory Group, LLC
|
Apr 29, 2025 Q1 2025 |
469
shares
|
$280,598
0.06% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Index Fund Advisors, Inc.
|
Jul 25, 2025 Q2 2025 |
469
shares
|
$280,598
0.02% of portfolio
|
Q1 2025
Reduced 6.76%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
468
shares
|
$279,999
0.02% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Wealth Trust Axiom LLC
|
Aug 13, 2025 Q2 2025 |
466
shares
|
$278,803
0.08% of portfolio
|
Q4 2024
Added 0.22%
|