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 |
|---|---|---|---|---|---|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
466
shares
|
$278,803
0.04% of portfolio
|
Q4 2024
Reduced 14.65%
|
|
|
Bensler, LLC
Bellevue, WA |
Aug 06, 2025 Q2 2025 |
465
shares
|
$278,204
0.03% of portfolio
|
Q4 2023
Reduced 29.22%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 11, 2025 Q2 2025 |
465
shares
|
$278,204
0.03% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Cadinha & CO LLC
|
Jul 30, 2025 Q2 2025 |
463
shares
|
$277,008
0.04% of portfolio
|
Q2 2025
Reduced 37.6%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
463
shares
|
$277,008
0.11% of portfolio
|
Q2 2025
Reduced 83.65%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
461
shares
|
$275,811
0.02% of portfolio
|
Q2 2025
Reduced 1.07%
|
|
|
Parkside Advisors LLC
|
Jul 09, 2025 Q2 2025 |
460
shares
|
$275,213
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
460
shares
|
$275,213
0.11% of portfolio
|
Q2 2025
Added 7.48%
|
|
|
O'Brien Greene & Co. Inc
Media, PA |
Aug 06, 2025 Q2 2025 |
460
shares
|
$275,213
0.09% of portfolio
|
Q2 2024
New holding
|
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Nov 12, 2024 Q3 2024 |
460
shares
|
$275,213
0.06% of portfolio
|
Q4 2022
New holding
|
|
|
Investment Advisory Services Inc
The Woodlands, TX |
Jul 17, 2025 Q2 2025 |
460
shares
|
$275,213
0.09% of portfolio
|
Q4 2022
New holding
|
|
|
Merriman Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
459
shares
|
$274,615
0.01% of portfolio
|
Q4 2024
Reduced 18.76%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
457
shares
|
$273,418
0.0% of portfolio
|
Q2 2025
Reduced 25.33%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
450
shares
|
$269,230
0.05% of portfolio
|
Q4 2018
Added 350.0%
|
|
|
Exeter Financial, LLC
|
Jul 15, 2025 Q2 2025 |
450
shares
|
$269,230
0.12% of portfolio
|
Q1 2023
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Aug 12, 2025 Q2 2025 |
450
shares
|
$269,230
0.01% of portfolio
|
Q2 2025
Reduced 98.6%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 13, 2025 Q2 2025 |
450
shares
|
$269,230
0.05% of portfolio
|
Q2 2025
Reduced 4.46%
|
|
|
Aquire Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
449
shares
|
$268,632
0.07% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
448
shares
|
$268,033
0.01% of portfolio
|
Q1 2025
Reduced 24.45%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 15, 2025 Q2 2025 |
448
shares
|
$268,033
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Excalibur Management Corp
|
Aug 06, 2025 Q2 2025 |
447
shares
|
$267,435
0.1% of portfolio
|
Q2 2024
Reduced 2.19%
|
|
|
Inspirion Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
445
shares
|
$266,239
0.03% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
445
shares
|
$266,239
0.03% of portfolio
|
Q1 2025
Reduced 14.59%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
444
shares
|
$265,640
0.02% of portfolio
|
Q1 2022
Reduced 41.81%
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
443
shares
|
$265,042
0.19% of portfolio
|
Q4 2022
New holding
|