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 |
|---|---|---|---|---|---|
|
Lwmg, LLC
Lake Elmo, MN |
Oct 04, 2024 Q3 2024 |
441
shares
|
$263,845
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
440
shares
|
$263,247
0.01% of portfolio
|
Q2 2025
Reduced 5.98%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Aug 14, 2025 Q2 2025 |
440
shares
|
$263,247
0.08% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
436
shares
|
$260,854
0.0% of portfolio
|
Q2 2025
Reduced 26.23%
|
|
|
Vivaldi Capital Management LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
436
shares
|
$260,854
0.04% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
435
shares
|
$260,256
0.07% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
435
shares
|
$260,256
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Inscription Capital, LLC
Houston, TX |
Aug 12, 2025 Q2 2025 |
433
shares
|
$259,059
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
431
shares
|
$257,862
0.05% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Flagship Private Wealth, LLC
|
Aug 06, 2025 Q2 2025 |
430
shares
|
$257,264
0.1% of portfolio
|
Q2 2025
Reduced 9.28%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
430
shares
|
$257,264
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
428
shares
|
$256,068
0.0% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Gladwyn Financial Advisors, Inc.
Chantilly, VA |
Jul 29, 2025 Q2 2025 |
428
shares
|
$256,068
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
Jul 18, 2025 Q2 2025 |
427
shares
|
$255,469
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
426
shares
|
$254,871
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
426
shares
|
$254,871
0.02% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 07, 2025 Q2 2025 |
426
shares
|
$254,871
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
425
shares
|
$254,273
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
421
shares
|
$251,880
0.0% of portfolio
|
Q2 2025
Reduced 52.48%
|
|
|
Cynosure Management, LLC
Salt Lake City, UT |
Aug 12, 2025 Q2 2025 |
421
shares
|
$251,880
0.03% of portfolio
|
Q4 2024
Reduced 5.61%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
418
shares
|
$250,085
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
Jul 30, 2025 Q2 2025 |
416
shares
|
$248,888
0.04% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Allegheny Financial Group LTD
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
412
shares
|
$246,495
0.06% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
411
shares
|
$245,897
0.03% of portfolio
|
Q2 2024
Reduced 19.25%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
410
shares
|
$245,298
0.02% of portfolio
|
Q4 2024
New holding
|